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Lincoln National

597 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, 192 increasing their positions, 193 reducing their positions, and 43 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: 192 | Existing positions reduced: 193

3% less call options, than puts

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

6.99% less ownership

Funds ownership: 77.79%70.8% (-7%)

Holders
597
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 +$78.4M
2 +$56.6M
3 +$47.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$46.7M
5
Jennison Associates
Jennison Associates
New York
+$42.6M

Top Sellers

1 -$48.5M
2 -$35.3M
3 -$34.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$33.8M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
551
Anfield Capital Management
California
$4.88K
PWMG
552
Prestige Wealth Management Group
New Jersey
$4.72K
FMII
553
Farmers & Merchants Investments Inc
Nebraska
$4.03K
Kayne Anderson Rudnick Investment Management
554
Kayne Anderson Rudnick Investment Management
California
$4.03K
HIA
555
Harbor Investment Advisory
Maryland
$4.03K
KFI
556
Key Financial Inc
Pennsylvania
$4.01K
GBT
557
Grove Bank & Trust
Florida
$3.99K
TPCW
558
TD Private Client Wealth
New York
$3.91K
ATS
559
Ashton Thomas Securities
New York
$3.71K
JWA
560
JFS Wealth Advisors
Pennsylvania
$3.67K
FFO
561
Fortitude Family Office
Arizona
$3.47K
TWD
562
True Wealth Design
Ohio
$3.44K
Federated Hermes
563
Federated Hermes
Pennsylvania
$3.39K
GWP
564
Gen-Wealth Partners
Michigan
$3.23K
HHGA
565
Halbert Hargrove Global Advisors
California
$2.46K
BGAI
566
Bruce G. Allen Investments
Colorado
$2.14K
RWM
567
Rialto Wealth Management
New York
$1.94K
NECFA
568
New England Capital Financial Advisors
Connecticut
$1.93K
MHIP
569
Mountain Hill Investment Partners
New Jersey
$1.61K
AFG
570
Albion Financial Group
Utah
$1.49K
CSC
571
Caldwell Sutter Capital
California
$1.45K
BI
572
Binnacle Investments
Iowa
$1.29K
TFM
573
TFC Financial Management
Massachusetts
$1.17K
AW
574
Avion Wealth
Texas
$1K
CCM
575
Cloud Capital Management
Washington
$1K