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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
Kayne Anderson Rudnick Investment Management
551
Kayne Anderson Rudnick Investment Management
California
$3.55K
KFI
552
Key Financial Inc
Pennsylvania
$3.55K
GBT
553
Grove Bank & Trust
Florida
$3.52K
TPCW
554
TD Private Client Wealth
New York
$3.44K
EWP
555
Elevation Wealth Partners
California
$3.44K
FMII
556
Farmers & Merchants Investments Inc
Nebraska
$3.37K
KG
557
Kilter Group
New York
$3.19K
WCM
558
Westend Capital Management
California
$3.05K
IWS
559
Intentional Wealth Strategies
Colorado
$3.05K
Federated Hermes
560
Federated Hermes
Pennsylvania
$2.91K
GWP
561
Gen-Wealth Partners
Michigan
$2.84K
CT
562
Colonial Trust
South Carolina
$2.65K
AFC
563
Ares Financial Consulting
California
$2.5K
AAG
564
Accordant Advisory Group
Maryland
$2.24K
BBHC
565
Brown Brothers Harriman & Co
New York
$1.92K
NECFA
566
New England Capital Financial Advisors
Connecticut
$1.74K
BGAI
567
Bruce G. Allen Investments
Colorado
$1.67K
RWM
568
Rialto Wealth Management
New York
$1.63K
B
569
Bayban
Minnesota
$1.56K
AFG
570
Albion Financial Group
Utah
$1.31K
CSC
571
Caldwell Sutter Capital
California
$1.28K
CFM
572
Cornerstone Financial Management
Massachusetts
$1.21K
MCM
573
MV Capital Management
Maryland
$1.17K
ECA
574
Elevated Capital Advisors
Utah
$1.14K
AW
575
Ankerstar Wealth
Texas
$1.1K