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Lincoln National

591 hedge funds and large institutions have $5.41B invested in Lincoln National in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 188 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:

3% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 193

3% less call options, than puts

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

7.01% less ownership

Funds ownership: 77.77%70.76% (-7%)

Holders
591
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
HI
476
Harbour Investments
Wisconsin
$55K
PE
477
Point72 Europe
United Kingdom
$54.2K
GRP
478
Global Retirement Partners
California
$53.4K
HPC
479
HM Payson & Co
Maine
$52.1K
EB
480
Eastern Bank
Massachusetts
$51.6K
HIM
481
Hillsdale Investment Management
Ontario, Canada
$50.4K
FF
482
Friedenthal Financial
New Jersey
$48.8K
BC
483
Barrett & Company
Rhode Island
$48.4K
SSG
484
Summit Securities Group
New York
$44.4K
CA
485
CoreCap Advisors
Michigan
$44.4K
AA
486
Ancora Advisors
Ohio
$42.9K
CAL
487
Capital Advisors Ltd
Ohio
$42K
LFG
488
Larson Financial Group
Missouri
$41.3K
ATC
489
Adirondack Trust Company
New York
$40.3K
MG
490
Mather Group
Illinois
$38.8K
NB
491
NBT Bank
New York
$38.7K
NS
492
NBC Securities
Alabama
$37.1K
UB
493
UMB Bank
Missouri
$36.9K
HWA
494
HHM Wealth Advisors
Tennessee
$36.8K
BWAM
495
Boyd Watterson Asset Management
Ohio
$34.3K
TCOV
496
Trust Company of Vermont
Vermont
$32.3K
SL
497
Salomon & Ludwin
Virginia
$31.8K
CPBTD
498
Central Pacific Bank - Trust Division
Hawaii
$31.5K
DMBA
499
Deseret Mutual Benefit Administrators
Utah
$30.3K
SS
500
SBI Securities
Japan
$29.9K