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Lincoln National

563 hedge funds and large institutions have $4.53B invested in Lincoln National in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 201 increasing their positions, 180 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+11
Holders Change %
+1.99%
% of All Funds
7.65%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
76
Increased
201
Reduced
180
Closed
58
Calls
$99.5M
Puts
$73.1M
Net Calls
+$26.4M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
526
WPG Advisers
Maryland
$2.41K +$2.41K +67 New
AA
527
Addison Advisors
Vermont
$2.34K +$2.34K +65 New
BFS
528
Bare Financial Services
Pennsylvania
$2.26K +$2.26K +63 New
BGAI
529
Bruce G. Allen Investments
Colorado
$2.05K
NECFA
530
New England Capital Financial Advisors
Connecticut
$1.68K +$36 +1 +2%
FFO
531
Fortitude Family Office
Arizona
$1.51K
AFG
532
Albion Financial Group
Utah
$1.33K
EWA
533
EQ Wealth Advisors
Texas
$1.33K +$1.33K +37 New
CSC
534
Caldwell Sutter Capital
California
$1.29K
WA
535
Whipplewood Advisors
Colorado
$1.29K +$490 +22 +61%
CA
536
CoreCap Advisors
Michigan
$1.22K +$215 +6 +21%
GFPC
537
Global Financial Private Client
Florida
$1.19K +$862 +24 +267%
SIC
538
SJS Investment Consulting
Ohio
$1.15K +$108 +3 +10%
MCM
539
MV Capital Management
Maryland
$1.11K
TFM
540
TFC Financial Management
Massachusetts
$1.04K
RWM
541
Rialto Wealth Management
New York
$1.04K +$1.04K +29 New
HFS
542
Hantz Financial Services
Michigan
$1K +$1K +37 New
PWAM
543
Private Wealth Asset Management
Iowa
$862 +$862 +24 New
MSWM
544
Mowery & Schoenfeld Wealth Management
Illinois
$837 -$146 -4 -15%
FC
545
Fairscale Capital
New Hampshire
$826
SWA
546
SOA Wealth Advisors
New York
$732
TWD
547
True Wealth Design
Ohio
$719 +$719 +20 New
BI
548
Binnacle Investments
Iowa
$718 +$718 +20 New
ADL
549
Asset Dedication LLC
California
$683 +$683 +19 New
FWA
550
Flagship Wealth Advisors
Massachusetts
$682