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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
SL
501
Salomon & Ludwin
Virginia
$31.8K
CPBTD
502
Central Pacific Bank - Trust Division
Hawaii
$31.5K
DMBA
503
Deseret Mutual Benefit Administrators
Utah
$30.3K
SS
504
SBI Securities
Japan
$29.9K
MCM
505
Manchester Capital Management
Vermont
$29.4K
JWM
506
JPL Wealth Management
Colorado
$29.1K
WT
507
Whittier Trust
California
$26.6K
UCB
508
United Community Bank
South Carolina
$24.1K
WANY
509
Wealthspire Advisors (New York)
New York
$24.1K
SC
510
SouthState Corp
Florida
$22.1K
PTC
511
Private Trust Company
Ohio
$22K
CH
512
Cromwell Holdings
Wyoming
$21.1K
RFP
513
Root Financial Partners
California
$21K
BBHC
514
Brown Brothers Harriman & Co
New York
$20.2K
AEPWM
515
Atlantic Edge Private Wealth Management
Florida
$20.2K
WIM
516
Westside Investment Management
California
$19.4K
MPWT
517
MassMutual Private Wealth & Trust
Connecticut
$18.5K
OC
518
Oakworth Capital
Alabama
$16.7K
PWA
519
Physician Wealth Advisors
Utah
$16.5K
AAS
520
Ameritas Advisory Services
Nebraska
$16.1K
RS
521
Rakuten Securities
Japan
$15.8K
CT
522
Clearstead Trust
Maine
$15.7K
T
523
Tidemark
California
$13.5K
BTI
524
Blue Trust Inc
Georgia
$13.4K
GWM
525
Geneos Wealth Management
Colorado
$13K