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Lincoln National

614 hedge funds and large institutions have $5.79B invested in Lincoln National in 2026 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 238 increasing their positions, 185 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 185

15% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 71

3.32% more ownership

Funds ownership: 82.34%85.66% (+3.3%)

4% more capital invested

Capital invested by funds: $5.56B → $5.79B (+$234M)

0% less funds holding

Funds holding: 615614 (-1)

8% less call options, than puts

Call options by funds: $82.7M | Put options by funds: $90M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
614
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
7.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
82
Increased
238
Reduced
185
Closed
71
Calls
$82.7M
Puts
$90M
Net Calls
-$7.29M
Net Calls Change
+$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
551
Westend Capital Management
California
$3.04K
Federated Hermes
552
Federated Hermes
Pennsylvania
$2.9K
GWP
553
Gen-Wealth Partners
Michigan
$2.83K
CT
554
Colonial Trust
South Carolina
$2.64K
AFC
555
Ares Financial Consulting
California
$2.51K
LC
556
Luminist Capital
Michigan
$2.4K +$2.44K +68 New
CCMI
557
Creative Capital Management Investments
California
$2.26K +$2.3K +64 New
DF
558
Downshift Financial
Colorado
$2.23K +$2.27K +63 New
W
559
WealthCollab
Washington
$1.95K -$9.49K -264 -83%
BBHC
560
Brown Brothers Harriman & Co
New York
$1.91K
KG
561
Kilter Group
New York
$1.77K -$1.44K -40 -44%
PMFA
562
Plante Moran Financial Advisors
Michigan
$1.77K +$1.8K +50 New
NECFA
563
New England Capital Financial Advisors
Connecticut
$1.75K +$36 +1 +2%
WPA
564
West Paces Advisors
Georgia
$1.7K +$1.73K +48 New
BGAI
565
Bruce G. Allen Investments
Colorado
$1.66K
CFM
566
Cornerstone Financial Management
Massachusetts
$1.66K +$467 +13 +38%
B
567
Bayban
Minnesota
$1.55K
AG
568
AmeriFlex Group
Nevada
$1.38K +$1.4K +39 New
AFG
569
Albion Financial Group
Utah
$1.31K
SHIM
570
Stone House Investment Management
Pennsylvania
$1.31K +$1.11K +31 +517%
AAG
571
Accordant Advisory Group
Maryland
$1.27K -$971 -27 -43%
CSC
572
Caldwell Sutter Capital
California
$1.27K
MCM
573
MV Capital Management
Maryland
$1.24K +$72 +2 +6%
BHWM
574
Bay Harbor Wealth Management
Maryland
$1.24K +$503 +14 +67%
ECA
575
Elevated Capital Advisors
Utah
$1.13K

LNC Hedge Fund Activity: Q2 2026 in Review

614 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2026, worth a combined $5.79B — up 4.2% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new LNC positions and 71 closed out — a net gain of 11 holders — while 238 added to existing stakes and 185 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $44.6M. The largest seller was Balyasny Asset Management, cutting an estimated $25.2M.

  • 614 institutional investors held Lincoln National (LNC) as of Q2 2026, down from 615 in Q1 2026.
  • Funds reported $5.79B of Lincoln National stock for Q2 2026, up 4.2% quarter-over-quarter.
  • 82 funds opened new Lincoln National positions in Q2 2026 and 71 closed out, a net change of +11 holders.
  • The largest Lincoln National buyer in Q2 2026 was Arrowstreet Capital, an estimated $44.6M added.
  • The largest Lincoln National seller in Q2 2026 was Balyasny Asset Management, an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2026.