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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
HNW
551
High Note Wealth
Minnesota
$5.16K
FPF
552
First Pacific Financial
Washington
$5.04K
ACM
553
Anfield Capital Management
California
$4.88K
PWMG
554
Prestige Wealth Management Group
New Jersey
$4.72K
FMII
555
Farmers & Merchants Investments Inc
Nebraska
$4.03K
Kayne Anderson Rudnick Investment Management
556
Kayne Anderson Rudnick Investment Management
California
$4.03K
HIA
557
Harbor Investment Advisory
Maryland
$4.03K
KFI
558
Key Financial Inc
Pennsylvania
$4.01K
GBT
559
Grove Bank & Trust
Florida
$3.99K
TPCW
560
TD Private Client Wealth
New York
$3.91K
ATS
561
Ashton Thomas Securities
New York
$3.71K
JWA
562
JFS Wealth Advisors
Pennsylvania
$3.67K
FFO
563
Fortitude Family Office
Arizona
$3.47K
TWD
564
True Wealth Design
Ohio
$3.44K
Federated Hermes
565
Federated Hermes
Pennsylvania
$3.39K
GWP
566
Gen-Wealth Partners
Michigan
$3.23K
HHGA
567
Halbert Hargrove Global Advisors
California
$2.46K
BGAI
568
Bruce G. Allen Investments
Colorado
$2.14K
KG
569
Kilter Group
New York
$2.02K
RWM
570
Rialto Wealth Management
New York
$1.94K
NECFA
571
New England Capital Financial Advisors
Connecticut
$1.93K
MHIP
572
Mountain Hill Investment Partners
New Jersey
$1.61K
AFG
573
Albion Financial Group
Utah
$1.49K
CSC
574
Caldwell Sutter Capital
California
$1.45K
BI
575
Binnacle Investments
Iowa
$1.29K