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Lincoln National

591 hedge funds and large institutions have $5.41B invested in Lincoln National in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 188 increasing their positions, 193 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:

3% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 193

3% less call options, than puts

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

7.01% less ownership

Funds ownership: 77.77%70.76% (-7%)

Holders
591
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
MCM
501
Manchester Capital Management
Vermont
$29.4K
JWM
502
JPL Wealth Management
Colorado
$29.1K
WT
503
Whittier Trust
California
$26.6K
UCB
504
United Community Bank
South Carolina
$24.1K
WANY
505
Wealthspire Advisors (New York)
New York
$24.1K
SC
506
SouthState Corp
Florida
$22.1K
PTC
507
Private Trust Company
Ohio
$22K
CH
508
Cromwell Holdings
Wyoming
$21.1K
RFP
509
Root Financial Partners
California
$21K
BBHC
510
Brown Brothers Harriman & Co
New York
$20.2K
AEPWM
511
Atlantic Edge Private Wealth Management
Florida
$20.2K
WIM
512
Westside Investment Management
California
$19.4K
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$18.5K
OC
514
Oakworth Capital
Alabama
$16.7K
PWA
515
Physician Wealth Advisors
Utah
$16.5K
AAS
516
Ameritas Advisory Services
Nebraska
$16.1K
RS
517
Rakuten Securities
Japan
$15.8K
CT
518
Clearstead Trust
Maine
$15.7K
T
519
Tidemark
California
$13.5K
BTI
520
Blue Trust Inc
Georgia
$13.4K
GWM
521
Geneos Wealth Management
Colorado
$13K
W
522
WealthCollab
Washington
$12.9K
CWM
523
Crowley Wealth Management
Delaware
$12.1K
HWM
524
Hemington Wealth Management
Virginia
$12K
BIA
525
Bell Investment Advisors
California
$11.7K