We are live on ! Find out more
LNC icon

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
CFB
501
Cullen/Frost Bankers
Texas
$23.3K +$11.7K +325 +97%
FB
502
First Bancorp
Maine
$22.1K +$22.5K +625 New
CH
503
Cromwell Holdings
Wyoming
$19.1K +$467 +13 +2%
WT
504
Whittier Trust
California
$17.3K -$7.19K -200 -31%
WIM
505
Westside Investment Management
California
$17.1K
CMA
506
Cedar Mountain Advisors
Oregon
$16.9K
BFS
507
Bare Financial Services
Pennsylvania
$16.1K +$7.48K +208 +84%
RF
508
Rossby Financial
Florida
$15.2K
OC
509
Oakworth Capital
Alabama
$14.6K
Optiver Holding
510
Optiver Holding
Netherlands
$14K +$14.2K +396 New
TWD
511
True Wealth Design
Ohio
$13K +$7.41K +206 +126%
HWA
512
HHM Wealth Advisors
Tennessee
$12.3K -$20.3K -565 -62%
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$12.2K +$252 +7 +2%
PWA
514
Physician Wealth Advisors
Utah
$11.8K
T
515
Tidemark
California
$11.8K
GWM
516
Geneos Wealth Management
Colorado
$11.4K
BTI
517
Blue Trust Inc
Georgia
$11.4K
WA
518
WPG Advisers
Maryland
$11.3K +$3.6K +100 +45%
LF
519
LifeSteps Financial
California
$10.6K +$10.7K +298 New
EWP
520
Elevation Wealth Partners
California
$10.3K +$7.01K +195 +201%
KFAS
521
Keating Financial Advisory Services
Kansas
$10.1K +$2.12K +59 +26%
WA
522
Walsh & Associates
Florida
$9.37K
BWA
523
Basecamp Wealth Advisors
Washington
$8.7K +$4.82K +134 +120%
CT
524
Clearstead Trust
Maine
$8.55K +$108 +3 +1%
BIA
525
Bell Investment Advisors
California
$8.13K -$3.24K -90 -28%

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.