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Lincoln National

563 hedge funds and large institutions have $4.6B invested in Lincoln National in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 201 increasing their positions, 183 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$84.9M
Puts
$79.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
526
Gen-Wealth Partners
Michigan
$2.77K
TWD
527
True Wealth Design
Ohio
$2.28K
W
528
WealthCollab
Washington
$1.9K
BGAI
529
Bruce G. Allen Investments
Colorado
$1.83K
KG
530
Kilter Group
New York
$1.73K
NECFA
531
New England Capital Financial Advisors
Connecticut
$1.64K
RWM
532
Rialto Wealth Management
New York
$1.45K
AFG
533
Albion Financial Group
Utah
$1.28K
EWA
534
EQ Wealth Advisors
Texas
$1.28K
CSC
535
Caldwell Sutter Capital
California
$1.25K
WA
536
Whipplewood Advisors
Colorado
$1.25K
MCM
537
MV Capital Management
Maryland
$1.07K
TFM
538
TFC Financial Management
Massachusetts
$1K
AW
539
Avion Wealth
Texas
$1K
FC
540
Fairscale Capital
New Hampshire
$887
MSWM
541
Mowery & Schoenfeld Wealth Management
Illinois
$806
SIC
542
SJS Investment Consulting
Ohio
$796
BI
543
Binnacle Investments
Iowa
$692
ADL
544
Asset Dedication LLC
California
$658
FWA
545
Flagship Wealth Advisors
Massachusetts
$657
RA
546
Rise Advisors
New York
$588
DF
547
Dunhill Financial
United Kingdom
$485
HIA
548
HFM Investment Advisors
New Jersey
$484
S
549
Sachetta
Massachusetts
$450
CIAM
550
Caitong International Asset Management
Hong Kong
$415