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Lincoln National

614 hedge funds and large institutions have $5.79B invested in Lincoln National in 2026 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 238 increasing their positions, 185 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 185

15% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 71

3.32% more ownership

Funds ownership: 82.34%85.66% (+3.3%)

4% more capital invested

Capital invested by funds: $5.56B → $5.79B (+$234M)

0% less funds holding

Funds holding: 615614 (-1)

8% less call options, than puts

Call options by funds: $82.7M | Put options by funds: $90M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
614
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
7.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
82
Increased
238
Reduced
185
Closed
71
Calls
$82.7M
Puts
$90M
Net Calls
-$7.29M
Net Calls Change
+$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FF
476
Friedenthal Financial
New Jersey
$42.8K
QC
477
Quent Capital
New York
$42.7K +$3.02K +84 +7%
BC
478
Barrett & Company
Rhode Island
$42.4K
ACA
479
Atlas Capital Advisors
Wyoming
$38.8K
EP
480
Essential Partners
California
$38.5K +$38.7K +1,077 +9,791%
APFP
481
Action Point Financial Planning
Michigan
$38.3K +$39.2K +1,089 New
AA
482
Ancora Advisors
Ohio
$37.6K -$3.34K -93 -8%
OCWP
483
Owl Creek Wealth Partners
Colorado
$36.7K +$17.1K +476 +85%
CAL
484
Capital Advisors Ltd
Ohio
$36K
ATC
485
Adirondack Trust Company
New York
$35.3K
UB
486
UMB Bank
Missouri
$35.1K +$4.35K +121 +14%
SEP
487
Signature Equity Partners
Ohio
$32.9K -$1.55K -43 -4%
NS
488
NBC Securities
Alabama
$32.5K
SIC
489
SJS Investment Consulting
Ohio
$32.2K -$19.9K -553 -38%
WTC
490
WhitTier Trust Company
Nevada
$31.7K -$28.8K -800 -50%
TWIM
491
TIAA Wealth Investment Management
New York
$30.3K
Los Angeles Capital Management
492
Los Angeles Capital Management
California
$29.6K
MCM
493
Manchester Capital Management
Vermont
$29K +$3.56K +99 +14%
TCOV
494
Trust Company of Vermont
Vermont
$28.3K +$28.8K +800 New
CPBTD
495
Central Pacific Bank - Trust Division
Hawaii
$27.6K
SS
496
SBI Securities
Japan
$27.4K +$1.29K +36 +5%
JWM
497
JPL Wealth Management
Colorado
$25.9K +$467 +13 +2%
MG
498
Mather Group
Illinois
$25.5K +$288 +8 +1%
KSB
499
Kennebec Savings Bank
Maine
$24.7K +$25.2K +700 New
WA
500
Westfuller Advisors
New York
$23.9K +$24.3K +675 New

LNC Hedge Fund Activity: Q2 2026 in Review

614 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2026, worth a combined $5.79B — up 4.2% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new LNC positions and 71 closed out — a net gain of 11 holders — while 238 added to existing stakes and 185 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $44.6M. The largest seller was Balyasny Asset Management, cutting an estimated $25.2M.

  • 614 institutional investors held Lincoln National (LNC) as of Q2 2026, down from 615 in Q1 2026.
  • Funds reported $5.79B of Lincoln National stock for Q2 2026, up 4.2% quarter-over-quarter.
  • 82 funds opened new Lincoln National positions in Q2 2026 and 71 closed out, a net change of +11 holders.
  • The largest Lincoln National buyer in Q2 2026 was Arrowstreet Capital, an estimated $44.6M added.
  • The largest Lincoln National seller in Q2 2026 was Balyasny Asset Management, an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2026.