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Lincoln National

595 hedge funds and large institutions have $5.41B invested in Lincoln National in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 190 increasing their positions, 193 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 193

3% less call options, than puts

Call options by funds: $115M | Put options by funds: $119M

6.99% less ownership

Funds ownership: 77.77%70.78% (-7%)

Holders
595
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$115M
Puts
$119M
Net Calls
Net Calls Change

Top Buyers

1 +$78.4M
2 +$56.6M
3 +$47.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$46.7M
5
Jennison Associates
Jennison Associates
New York
+$42.6M

Top Sellers

1 -$48.5M
2 -$35.3M
3 -$34.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$33.8M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
476
Ameritas Investment Partners
Nebraska
$60.5K
TRCT
477
Tower Research Capital (TRC)
New York
$57.9K
EWA
478
EverSource Wealth Advisors
Alabama
$57.6K
CFO
479
CVA Family Office
Colorado
$55.5K
HI
480
Harbour Investments
Wisconsin
$55K
PE
481
Point72 Europe
United Kingdom
$54.2K
GRP
482
Global Retirement Partners
California
$53.4K
HPC
483
HM Payson & Co
Maine
$52.1K
EB
484
Eastern Bank
Massachusetts
$51.6K
HIM
485
Hillsdale Investment Management
Ontario, Canada
$50.4K
FF
486
Friedenthal Financial
New Jersey
$48.8K
BC
487
Barrett & Company
Rhode Island
$48.4K
SSG
488
Summit Securities Group
New York
$44.4K
CA
489
CoreCap Advisors
Michigan
$44.4K
AA
490
Ancora Advisors
Ohio
$42.9K
CAL
491
Capital Advisors Ltd
Ohio
$42K
LFG
492
Larson Financial Group
Missouri
$41.3K
ATC
493
Adirondack Trust Company
New York
$40.3K
MG
494
Mather Group
Illinois
$38.8K
NB
495
NBT Bank
New York
$38.7K
NS
496
NBC Securities
Alabama
$37.1K
UB
497
UMB Bank
Missouri
$36.9K
HWA
498
HHM Wealth Advisors
Tennessee
$36.8K
BWAM
499
Boyd Watterson Asset Management
Ohio
$34.3K
TCOV
500
Trust Company of Vermont
Vermont
$32.3K