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Lincoln National

563 hedge funds and large institutions have $4.53B invested in Lincoln National in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 201 increasing their positions, 180 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+11
Holders Change %
+1.99%
% of All Funds
7.65%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
76
Increased
201
Reduced
180
Closed
58
Calls
$99.5M
Puts
$73.1M
Net Calls
+$26.4M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
26
Wells Fargo
California
$34M -$1.34M -37,290 -4%
Two Sigma Investments
27
Two Sigma Investments
New York
$32.7M -$13.5M -376,008 -29%
AU
28
Algebris (UK)
United Kingdom
$31.7M +$8.51M +256,032 +37%
Marshall Wace
29
Marshall Wace
United Kingdom
$31.5M -$6.94M -193,234 -18%
Victory Capital Management
30
Victory Capital Management
Texas
$30.9M +$1.48M +41,287 +5%
Assenagon Asset Management
31
Assenagon Asset Management
Luxembourg
$24.2M +$14.1M +394,028 +141%
SG Americas Securities
32
SG Americas Securities
New York
$23.8M +$22.5M +627,466 +1,818%
UBS AM
33
UBS AM
Illinois
$22.4M +$1.06M +29,421 +5%
EIP
34
Easterly Investment Partners
Massachusetts
$21.1M -$1.95M -54,364 -8%
LPL Financial
35
LPL Financial
California
$21M -$5.61M -156,234 -21%
Ameriprise
36
Ameriprise
Minnesota
$20.5M +$901K +25,103 +5%
ACM
37
Advisors Capital Management
New Jersey
$19.4M +$380K +10,569 +2%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$19.4M +$4.16M +115,771 +27%
CSS
39
Cubist Systematic Strategies
Connecticut
$18.9M +$9.46M +263,378 +100%
Legal & General Group
40
Legal & General Group
United Kingdom
$18.8M +$105K +2,916 +0.6%
MVP
41
Miller Value Partners
Florida
$18.6M +$918K +25,570 +5%
First Eagle Investment Management
42
First Eagle Investment Management
New York
$18.6M -$483K -13,450 -3%
BA
43
Bridgewater Associates
Connecticut
$17M +$3.33M +92,671 +24%
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$15.1M -$25.1M -698,066 -62%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$14.6M -$407K -11,327 -3%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$14.2M -$16.6K -462 -0.1%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$14.1M +$2.19M +60,899 +18%
CIM
48
Cambria Investment Management
California
$13.1M -$1.45M -40,264 -10%
NL
49
Nuveen LLC
North Carolina
$12.6M +$12.6M +352,123 New
Swiss National Bank
50
Swiss National Bank
Switzerland
$11.9M -$169K -4,700 -1%