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Lincoln National

563 hedge funds and large institutions have $4.53B invested in Lincoln National in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 201 increasing their positions, 180 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+11
Holders Change %
+1.99%
% of All Funds
7.65%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
76
Increased
201
Reduced
180
Closed
58
Calls
$99.5M
Puts
$73.1M
Net Calls
+$26.4M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
501
Hemington Wealth Management
Virginia
$9K +$1.42K +44 +19%
SIM
502
Studio Investment Management
Illinois
$8.44K +$8.44K +235 New
BIA
503
Bell Investment Advisors
California
$7.97K +$503 +14 +7%
PCFFS
504
Pacific Center for Financial Services
California
$7.54K
PWMG
505
Private Wealth Management Group
New Jersey
$7.33K
OAJ
506
Ogorek Anthony Joseph
New York
$7K +$7K +200 New
ME
507
McIlrath & Eck
Washington
$6.64K
PWA
508
Physician Wealth Advisors
Utah
$6.29K
USB
509
Union Savings Bank
Connecticut
$6.14K +$6.14K +171 New
ACA
510
American Capital Advisory
Idaho
$6K
AIC
511
Archer Investment Corporation
Indiana
$5.67K
HNW
512
High Note Wealth
Minnesota
$5.6K +$970 +27 +21%
Mitsubishi UFJ Asset Management
513
Mitsubishi UFJ Asset Management
Japan
$5.14K
CFD
514
Creative Financial Designs
Indiana
$5.03K
ACM
515
Anfield Capital Management
California
$4.35K
PWMG
516
Prestige Wealth Management Group
New Jersey
$4.2K
JWA
517
JFS Wealth Advisors
Pennsylvania
$4.17K +$539 +15 +15%
FMII
518
Farmers & Merchants Investments Inc
Nebraska
$3.95K
FHA
519
First Horizon Advisors
Tennessee
$3.81K
Kayne Anderson Rudnick Investment Management
520
Kayne Anderson Rudnick Investment Management
California
$3.59K -$754 -21 -17%
KFI
521
Key Financial Inc
Pennsylvania
$3.59K
TRCT
522
Tower Research Capital (TRC)
New York
$3.58K -$873K -24,615 -100%
TPCW
523
TD Private Client Wealth
New York
$3.48K -$575 -16 -14%
GBT
524
Grove Bank & Trust
Florida
$2.91K
GWP
525
Gen-Wealth Partners
Michigan
$2.87K