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Lincoln National

614 hedge funds and large institutions have $5.79B invested in Lincoln National in 2026 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 238 increasing their positions, 185 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 185

15% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 71

3.32% more ownership

Funds ownership: 82.34%85.66% (+3.3%)

4% more capital invested

Capital invested by funds: $5.56B → $5.79B (+$234M)

0% less funds holding

Funds holding: 615614 (-1)

8% less call options, than puts

Call options by funds: $82.7M | Put options by funds: $90M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
614
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
7.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
82
Increased
238
Reduced
185
Closed
71
Calls
$82.7M
Puts
$90M
Net Calls
-$7.29M
Net Calls Change
+$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
526
Hollencrest Capital Management
California
$7.76K +$108 +3 +1%
RFS
527
Richardson Financial Services
Massachusetts
$7.46K +$7.59K +211 New
PCFFS
528
Pacific Center for Financial Services
California
$7.42K
PWMG
529
Private Wealth Management Group
New Jersey
$7.21K
DB
530
Danske Bank
Denmark
$7.07K
JWA
531
JFS Wealth Advisors
Pennsylvania
$6.65K +$1.33K +37 +25%
FFO
532
Fortitude Family Office
Arizona
$6.36K +$1.87K +52 +41%
BWL
533
Bogart Wealth LLC
Virginia
$6.29K +$5.32K +148 +493%
ACA
534
American Capital Advisory
Idaho
$5.9K
PWMG
535
Prestige Wealth Management Group
New Jersey
$5.83K +$1.11K +31 +23%
SGFG
536
Silver Grove Financial Group
New York
$5.73K +$5.83K +162 New
SC
537
SouthState Corp
Florida
$5.55K -$16.3K -453 -74%
SFG
538
Strive Financial Group
Indiana
$5.37K
PF
539
PlanVest Financial
Maryland
$5.3K
HNW
540
High Note Wealth
Minnesota
$4.53K
OAJ
541
Ogorek Anthony Joseph
New York
$4K
SIM
542
Synergy Investment Management
Florida
$3.92K
SFS
543
Sunrise Financial Services
Washington
$3.61K
HIA
544
Harbor Investment Advisory
Maryland
$3.54K
KFI
545
Key Financial Inc
Pennsylvania
$3.54K
GBT
546
Grove Bank & Trust
Florida
$3.5K
TPCW
547
TD Private Client Wealth
New York
$3.43K
FMII
548
Farmers & Merchants Investments Inc
Nebraska
$3.36K
SWA
549
SOA Wealth Advisors
New York
$3.3K +$3.24K +90 +3,000%
RWM
550
Rialto Wealth Management
New York
$3.25K +$1.65K +46 +100%

LNC Hedge Fund Activity: Q2 2026 in Review

614 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2026, worth a combined $5.79B — up 4.2% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new LNC positions and 71 closed out — a net gain of 11 holders — while 238 added to existing stakes and 185 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $44.6M. The largest seller was Balyasny Asset Management, cutting an estimated $25.2M.

  • 614 institutional investors held Lincoln National (LNC) as of Q2 2026, down from 615 in Q1 2026.
  • Funds reported $5.79B of Lincoln National stock for Q2 2026, up 4.2% quarter-over-quarter.
  • 82 funds opened new Lincoln National positions in Q2 2026 and 71 closed out, a net change of +11 holders.
  • The largest Lincoln National buyer in Q2 2026 was Arrowstreet Capital, an estimated $44.6M added.
  • The largest Lincoln National seller in Q2 2026 was Balyasny Asset Management, an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2026.