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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 %
TSMHT
476
Thurston Springer Miller Herd & Titak
Indiana
$26.9K
HCM
477
Hollencrest Capital Management
California
$26.9K +$21.3K +594 +383%
UB
478
UMB Bank
Missouri
$26.6K +$7.61K +212 +40%
C
479
Covestor
United Kingdom
$25K +$8.79K +245 +54%
RTC
480
Riverview Trust Company
Washington
$24.7K
MCM
481
Manchester Capital Management
Vermont
$23.7K +$17.6K +489 +286%
QL
482
Quarry LP
New York
$22.8K +$16.3K +454 +251%
LFG
483
Larson Financial Group
Missouri
$21.7K +$1.11K +31 +5%
WT
484
Whittier Trust
California
$20.4K
PTC
485
Private Trust Company
Ohio
$19.6K -$1.8K -50 -8%
SIS
486
Sound Income Strategies
Florida
$18.7K +$18.7K +520 New
CH
487
Cromwell Holdings
Wyoming
$18.2K +$251 +7 +1%
AEPWM
488
Atlantic Edge Private Wealth Management
Florida
$18K
MPWT
489
MassMutual Private Wealth & Trust
Connecticut
$17.1K -$3.3K -92 -16%
PS
490
Principal Securities
Iowa
$16.9K
OC
491
Oakworth Capital
Alabama
$14.9K
PFG
492
Putney Financial Group
California
$14.4K
RS
493
Rakuten Securities
Japan
$14K +$4.42K +123 +46%
SC
494
SouthState Corp
Florida
$13.8K +$13.8K +385 New
CI
495
CX Institutional
Indiana
$13K +$13K +371 New
CT
496
Clearstead Trust
Maine
$12.2K +$12.2K +339 New
T
497
Tidemark
California
$12K
BTI
498
Blue Trust Inc
Georgia
$11.6K
SFA
499
Semmax Financial Advisors
North Carolina
$11.4K
CWM
500
Crowley Wealth Management
Delaware
$10.8K