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Lincoln National

596 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, 191 increasing their positions, 194 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:

2% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 194

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
596
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
TCOV
501
Trust Company of Vermont
Vermont
$32.3K
SL
502
Salomon & Ludwin
Virginia
$31.8K
CPBTD
503
Central Pacific Bank - Trust Division
Hawaii
$31.5K
DMBA
504
Deseret Mutual Benefit Administrators
Utah
$30.3K
SS
505
SBI Securities
Japan
$29.9K
MCM
506
Manchester Capital Management
Vermont
$29.4K
JWM
507
JPL Wealth Management
Colorado
$29.1K
WT
508
Whittier Trust
California
$26.6K
UCB
509
United Community Bank
South Carolina
$24.1K
WANY
510
Wealthspire Advisors (New York)
New York
$24.1K
SC
511
SouthState Corp
Florida
$22.1K
PTC
512
Private Trust Company
Ohio
$22K
CH
513
Cromwell Holdings
Wyoming
$21.1K
RFP
514
Root Financial Partners
California
$21K
BBHC
515
Brown Brothers Harriman & Co
New York
$20.2K
AEPWM
516
Atlantic Edge Private Wealth Management
Florida
$20.2K
WIM
517
Westside Investment Management
California
$19.4K
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$18.5K
OC
519
Oakworth Capital
Alabama
$16.7K
PWA
520
Physician Wealth Advisors
Utah
$16.5K
AAS
521
Ameritas Advisory Services
Nebraska
$16.1K
RS
522
Rakuten Securities
Japan
$15.8K
CT
523
Clearstead Trust
Maine
$15.7K
T
524
Tidemark
California
$13.5K
BTI
525
Blue Trust Inc
Georgia
$13.4K