LNC icon

Lincoln National

502 hedge funds and large institutions have $3.94B invested in Lincoln National in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 161 increasing their positions, 174 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+1
Holders Change %
+0.2%
% of All Funds
7.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
68
Increased
161
Reduced
174
Closed
63
Calls
$101M
Puts
$188M
Net Calls
-$87.1M
Net Calls Change
+$23.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
476
Private Trust Company
Ohio
$3.07K
PMFA
477
Plante Moran Financial Advisors
Michigan
$2.65K
TCM
478
TruNorth Capital Management
Michigan
$2.65K +$2.65K +83 New
JWA
479
JFS Wealth Advisors
Pennsylvania
$2.56K +$64 +2 +3%
CAM
480
ClariVest Asset Management
California
$2.36K
PSB
481
Piscataqua Savings Bank
New Hampshire
$1.82K
CHA
482
Carmichael Hill & Associates
Maryland
$1.63K +$1.63K +51 New
MCM
483
Manchester Capital Management
Vermont
$1.6K +$383 +12 +32%
BIA
484
Bell Investment Advisors
California
$1.53K
NECFA
485
New England Capital Financial Advisors
Connecticut
$1.41K
FFO
486
Fortitude Family Office
Arizona
$1.34K
FGAM
487
Financial Gravity Asset Management
Texas
$1.29K -$32.3K -1,025 -96%
CTWM
488
Cherry Tree Wealth Management
Minnesota
$1.18K +$1.18K +37 New
CSC
489
Caldwell Sutter Capital
California
$1.15K
BGAI
490
Bruce G. Allen Investments
Colorado
$1.02K
AW
491
Avion Wealth
Texas
$1K
CWP
492
Concord Wealth Partners
Virginia
$990
SIC
493
SJS Investment Consulting
Ohio
$958 -$192 -6 -17%
TFM
494
TFC Financial Management
Massachusetts
$926
ECM
495
Everence Capital Management
Indiana
$855
SWA
496
SOA Wealth Advisors
New York
$743
MCM
497
MV Capital Management
Maryland
$607
DF
498
Dunhill Financial
United Kingdom
$453 +$65 +2 +17%
AWM
499
Abound Wealth Management
Tennessee
$448
S
500
Sachetta
Massachusetts
$351