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Lincoln National

612 hedge funds and large institutions have $5.56B invested in Lincoln National in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 224 increasing their positions, 189 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

21% less capital invested

Capital invested by funds: $7.03B → $5.56B (-$1.47B)

35% less call options, than puts

Call options by funds: $80.2M | Put options by funds: $123M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
612
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$80.2M
Puts
$123M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
501
Whittier Trust
California
$23K
MTC
502
Matrix Trust Company
Colorado
$22K
SC
503
SouthState Corp
Florida
$21.7K
OCWP
504
Owl Creek Wealth Partners
Colorado
$19.9K
RFP
505
Root Financial Partners
California
$19.6K
CH
506
Cromwell Holdings
Wyoming
$18.7K
TPWA
507
Twin Peaks Wealth Advisors
California
$17.8K
CMA
508
Cedar Mountain Advisors
Oregon
$17K
WIM
509
Westside Investment Management
California
$16.9K
RF
510
Rossby Financial
Florida
$15.2K
OC
511
Oakworth Capital
Alabama
$14.7K
HIM
512
Hillsdale Investment Management
Ontario, Canada
$14.2K
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$12K
PWA
514
Physician Wealth Advisors
Utah
$11.9K
T
515
Tidemark
California
$11.9K
CFB
516
Cullen/Frost Bankers
Texas
$11.9K
GWM
517
Geneos Wealth Management
Colorado
$11.5K
BTI
518
Blue Trust Inc
Georgia
$11.4K
BIA
519
Bell Investment Advisors
California
$11.4K
W
520
WealthCollab
Washington
$11.3K
PFBT
521
Parkside Financial Bank & Trust
Missouri
$10.1K
WA
522
Walsh & Associates
Florida
$9.41K
BFS
523
Bare Financial Services
Pennsylvania
$8.8K
CT
524
Clearstead Trust
Maine
$8.48K
KFAS
525
Keating Financial Advisory Services
Kansas
$8.06K