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Lincoln National

612 hedge funds and large institutions have $5.56B invested in Lincoln National in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 224 increasing their positions, 189 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

21% less capital invested

Capital invested by funds: $7.03B → $5.56B (-$1.47B)

35% less call options, than puts

Call options by funds: $80.2M | Put options by funds: $123M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
612
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$80.2M
Puts
$123M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GFA
526
Gladwyn Financial Advisors
Virginia
$7.9K
WA
527
WPG Advisers
Maryland
$7.81K
HCM
528
Hollencrest Capital Management
California
$7.7K
PCFFS
529
Pacific Center for Financial Services
California
$7.46K
PWMG
530
Private Wealth Management Group
New Jersey
$7.24K
DB
531
Danske Bank
Denmark
$7.1K
SS
532
Sunbelt Securities
Texas
$6.92K
AA
533
Addison Advisors
Vermont
$6.89K
CA
534
CoreCap Advisors
Michigan
$6.36K
ACA
535
American Capital Advisory
Idaho
$5.93K
TWD
536
True Wealth Design
Ohio
$5.79K
JWA
537
JFS Wealth Advisors
Pennsylvania
$5.36K
PF
538
PlanVest Financial
Maryland
$5.33K
CFD
539
Creative Financial Designs
Indiana
$5.15K
Mitsubishi UFJ Asset Management
540
Mitsubishi UFJ Asset Management
Japan
$5.08K
SFG
541
Strive Financial Group
Indiana
$5K
PWMG
542
Prestige Wealth Management Group
New Jersey
$4.76K
HNW
543
High Note Wealth
Minnesota
$4.54K
FFO
544
Fortitude Family Office
Arizona
$4.54K
ACM
545
Anfield Capital Management
California
$4.3K
OAJ
546
Ogorek Anthony Joseph
New York
$4K
BWA
547
Basecamp Wealth Advisors
Washington
$3.98K
SIM
548
Synergy Investment Management
Florida
$3.94K
SFS
549
Sunrise Financial Services
Washington
$3.62K
HIA
550
Harbor Investment Advisory
Maryland
$3.55K