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Lincoln National

558 hedge funds and large institutions have $4.58B invested in Lincoln National in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 200 increasing their positions, 181 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-5
Holders Change %
-0.89%
% of All Funds
7.48%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
68
Increased
200
Reduced
181
Closed
67
Calls
$84.9M
Puts
$79.7M
Net Calls
+$5.16M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Shares
Change %
NECFA
526
New England Capital Financial Advisors
Connecticut
$1.64K
RWM
527
Rialto Wealth Management
New York
$1.45K +$450 +13 +45%
AFG
528
Albion Financial Group
Utah
$1.28K
EWA
529
EQ Wealth Advisors
Texas
$1.28K
CSC
530
Caldwell Sutter Capital
California
$1.25K
WA
531
Whipplewood Advisors
Colorado
$1.25K -$761 -22 -38%
MCM
532
MV Capital Management
Maryland
$1.07K
TFM
533
TFC Financial Management
Massachusetts
$1K
AW
534
Avion Wealth
Texas
$1K +$189 +7 +23%
FC
535
Fairscale Capital
New Hampshire
$887
MSWM
536
Mowery & Schoenfeld Wealth Management
Illinois
$806
SIC
537
SJS Investment Consulting
Ohio
$796 -$311 -9 -28%
BI
538
Binnacle Investments
Iowa
$692
ADL
539
Asset Dedication LLC
California
$658
FWA
540
Flagship Wealth Advisors
Massachusetts
$657
RA
541
Rise Advisors
New York
$588 +$588 +17 New
DF
542
Dunhill Financial
United Kingdom
$485
HIA
543
HFM Investment Advisors
New Jersey
$484 +$311 +9 +180%
S
544
Sachetta
Massachusetts
$450
CIAM
545
Caitong International Asset Management
Hong Kong
$415 +$415 +12 New
WWM
546
Wolff Wiese Magana
California
$346
HI
547
Horizon Investments
North Carolina
$342
AGWCA
548
Annis Gardner Whiting Capital Advisors
Florida
$312 +$312 +9 New
DF
549
DecisionPoint Financial
Arizona
$245 +$245 +7 New
AWM
550
Abound Wealth Management
Tennessee
$243