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Lincoln National

601 hedge funds and large institutions have $5.41B invested in Lincoln National in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 193 increasing their positions, 194 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 194

3% less call options, than puts

Call options by funds: $115M | Put options by funds: $119M

6.9% less ownership

Funds ownership: 77.71%70.81% (-6.9%)

Holders
601
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$115M
Puts
$119M
Net Calls
Net Calls Change

Top Buyers

1 +$75.2M
2 +$54.3M
3 +$45.8M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$44.8M
5
Jennison Associates
Jennison Associates
New York
+$40.9M

Top Sellers

1 -$48.5M
2 -$33.8M
3 -$33.5M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$32.4M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
526
Clearstead Trust
Maine
$15.7K
T
527
Tidemark
California
$13.5K
BTI
528
Blue Trust Inc
Georgia
$13.4K
GWM
529
Geneos Wealth Management
Colorado
$13K
W
530
WealthCollab
Washington
$12.9K
CWM
531
Crowley Wealth Management
Delaware
$12.1K
HWM
532
Hemington Wealth Management
Virginia
$12K
BIA
533
Bell Investment Advisors
California
$11.7K
PFBT
534
Parkside Financial Bank & Trust
Missouri
$11.7K
PS
535
Principal Securities
Iowa
$10.8K
STB
536
S&T Bank
Pennsylvania
$9.92K
GFA
537
Gladwyn Financial Advisors
Virginia
$8.88K
HCM
538
Hollencrest Capital Management
California
$8.57K
PCFFS
539
Pacific Center for Financial Services
California
$8.47K
WA
540
WPG Advisers
Maryland
$8.39K
PWMG
541
Private Wealth Management Group
New Jersey
$8.23K
TWC
542
TD Waterhouse Canada
Ontario, Canada
$8.02K
SS
543
Sunbelt Securities
Texas
$7.86K
AA
544
Addison Advisors
Vermont
$7.83K
OAJ
545
Ogorek Anthony Joseph
New York
$7K
BFS
546
Bare Financial Services
Pennsylvania
$6.9K
ACA
547
American Capital Advisory
Idaho
$6.74K
AIC
548
Archer Investment Corporation
Indiana
$6.37K
CFD
549
Creative Financial Designs
Indiana
$5.85K
Mitsubishi UFJ Asset Management
550
Mitsubishi UFJ Asset Management
Japan
$5.77K