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Lincoln National

597 hedge funds and large institutions have $5.41B invested in Lincoln National in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 192 increasing their positions, 193 reducing their positions, and 43 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:

1% less repeat investments, than reductions

Existing positions increased: 192 | 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: 77.79%70.8% (-7%)

Holders
597
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
BWAM
501
Boyd Watterson Asset Management
Ohio
$34.3K
TCOV
502
Trust Company of Vermont
Vermont
$32.3K
SL
503
Salomon & Ludwin
Virginia
$31.8K
CPBTD
504
Central Pacific Bank - Trust Division
Hawaii
$31.5K
DMBA
505
Deseret Mutual Benefit Administrators
Utah
$30.3K
SS
506
SBI Securities
Japan
$29.9K
MCM
507
Manchester Capital Management
Vermont
$29.4K
JWM
508
JPL Wealth Management
Colorado
$29.1K
WT
509
Whittier Trust
California
$26.6K
UCB
510
United Community Bank
South Carolina
$24.1K
WANY
511
Wealthspire Advisors (New York)
New York
$24.1K
SC
512
SouthState Corp
Florida
$22.1K
PTC
513
Private Trust Company
Ohio
$22K
CH
514
Cromwell Holdings
Wyoming
$21.1K
RFP
515
Root Financial Partners
California
$21K
BBHC
516
Brown Brothers Harriman & Co
New York
$20.2K
AEPWM
517
Atlantic Edge Private Wealth Management
Florida
$20.2K
WIM
518
Westside Investment Management
California
$19.4K
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
$18.5K
OC
520
Oakworth Capital
Alabama
$16.7K
PWA
521
Physician Wealth Advisors
Utah
$16.5K
AAS
522
Ameritas Advisory Services
Nebraska
$16.1K
RS
523
Rakuten Securities
Japan
$15.8K
CT
524
Clearstead Trust
Maine
$15.7K
T
525
Tidemark
California
$13.5K