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Lincoln National
LNC

Overview Fund Activity

552 hedge funds and large institutions have $4B invested in Lincoln National in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 162 increasing their positions, 202 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+26
Holders Change %
+4.94%
% of All Funds
7.35%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
78
Increased
162
Reduced
202
Closed
45
Calls
$94.4M
Puts
$174M
Net Calls
-$79.3M
Net Calls Change
+$10.9M

Top Buyers

1
HAI
Hennessy Advisors Inc
California
+$54.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$36.2M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$22.5M
4
WAM
Weiss Asset Management
Massachusetts
+$20.9M
5
First Trust Advisors
First Trust Advisors
Illinois
+$13.8M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$29.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$25.5M
3
NVIM
New Vernon Investment Management
Illinois
-$20M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$18.8M
5
Two Sigma Investments
Two Sigma Investments
New York
-$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
526
TruNorth Capital Management
Michigan
$2.63K – – –
GBT
527
Grove Bank & Trust
Florida
$2.57K +$1.17K +37 +84%
GWP
528
Gen-Wealth Partners
Michigan
$2.54K – – –
BGAI
529
Bruce G. Allen Investments
Colorado
$1.81K – – –
LFA
530
Legend Financial Advisors
Pennsylvania
$1.62K +$1.62K +51 New
NECFA
531
New England Capital Financial Advisors
Connecticut
$1.46K +$32 +1 +2%
FFO
532
Fortitude Family Office
Arizona
$1.33K – – –
AFG
533
Albion Financial Group
Utah
$1.17K +$1.17K +37 New
CSC
534
Caldwell Sutter Capital
California
$1.14K – – –
WA
535
Whipplewood Advisors
Colorado
$1.14K +$1.14K +36 New
MCM
536
MV Capital Management
Maryland
$984 – – –
SIC
537
SJS Investment Consulting
Ohio
$920 -$32 -1 -3%
TFM
538
TFC Financial Management
Massachusetts
$920 – – –
CA
539
CoreCap Advisors
Michigan
$888 +$444 +14 +100%
MSWM
540
Mowery & Schoenfeld Wealth Management
Illinois
$857 +$857 +27 New
DF
541
Dunhill Financial
United Kingdom
$747 -$2.15K -69 -74%
FC
542
Fairscale Capital
New Hampshire
$729 – – –
SWA
543
SOA Wealth Advisors
New York
$645 – – –
FWA
544
Flagship Wealth Advisors
Massachusetts
$602 +$602 +19 New
S
545
Sachetta
Massachusetts
$413 – – –
WWM
546
Wolff Wiese Magana
California
$318 – – –
GFPC
547
Global Financial Private Client
Florida
$285 +$285 +9 New
AWM
548
Abound Wealth Management
Tennessee
$254 – – –
PWM
549
Parkworth Wealth Management
California
$159 +$159 +5 New
BOJHT
550
Bank of Jackson Hole Trust
Wyoming
$159 +$159 +5 New
20 21
22
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