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Lincoln National

601 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, 193 increasing their positions, 194 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:

1% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 194

3% less call options, than puts

Call options by funds: $115M | Put options by funds: $119M

6.9% less ownership

Funds ownership: 77.71%70.81% (-6.9%)

Holders
601
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 +$75.2M
2 +$54.3M
3 +$45.8M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$44.8M
5
Jennison Associates
Jennison Associates
New York
+$40.9M

Top Sellers

1 -$48.5M
2 -$33.8M
3 -$33.5M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$32.4M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
501
HHM Wealth Advisors
Tennessee
$36.8K
LSA
502
Leonteq Securities AG
Switzerland
$36.1K
BWAM
503
Boyd Watterson Asset Management
Ohio
$34.3K
TCOV
504
Trust Company of Vermont
Vermont
$32.3K
SL
505
Salomon & Ludwin
Virginia
$31.8K
CPBTD
506
Central Pacific Bank - Trust Division
Hawaii
$31.5K
DMBA
507
Deseret Mutual Benefit Administrators
Utah
$30.3K
SS
508
SBI Securities
Japan
$29.9K
MCM
509
Manchester Capital Management
Vermont
$29.4K
JWM
510
JPL Wealth Management
Colorado
$29.1K
WT
511
Whittier Trust
California
$26.6K
UCB
512
United Community Bank
South Carolina
$24.1K
WANY
513
Wealthspire Advisors (New York)
New York
$24.1K
SC
514
SouthState Corp
Florida
$22.1K
PTC
515
Private Trust Company
Ohio
$22K
CH
516
Cromwell Holdings
Wyoming
$21.1K
RFP
517
Root Financial Partners
California
$21K
BBHC
518
Brown Brothers Harriman & Co
New York
$20.2K
AEPWM
519
Atlantic Edge Private Wealth Management
Florida
$20.2K
WIM
520
Westside Investment Management
California
$19.4K
MPWT
521
MassMutual Private Wealth & Trust
Connecticut
$18.5K
OC
522
Oakworth Capital
Alabama
$16.7K
PWA
523
Physician Wealth Advisors
Utah
$16.5K
AAS
524
Ameritas Advisory Services
Nebraska
$16.1K
RS
525
Rakuten Securities
Japan
$15.8K