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Lincoln National

591 hedge funds and large institutions have $5.41B invested in Lincoln National in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 188 increasing their positions, 193 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:

3% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 193

3% less call options, than puts

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

7.01% less ownership

Funds ownership: 77.77%70.76% (-7%)

Holders
591
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
GBT
551
Grove Bank & Trust
Florida
$3.99K
TPCW
552
TD Private Client Wealth
New York
$3.91K
ATS
553
Ashton Thomas Securities
New York
$3.71K
JWA
554
JFS Wealth Advisors
Pennsylvania
$3.67K
FFO
555
Fortitude Family Office
Arizona
$3.47K
TWD
556
True Wealth Design
Ohio
$3.44K
Federated Hermes
557
Federated Hermes
Pennsylvania
$3.39K
GWP
558
Gen-Wealth Partners
Michigan
$3.23K
HHGA
559
Halbert Hargrove Global Advisors
California
$2.46K
BGAI
560
Bruce G. Allen Investments
Colorado
$2.14K
RWM
561
Rialto Wealth Management
New York
$1.94K
NECFA
562
New England Capital Financial Advisors
Connecticut
$1.93K
MHIP
563
Mountain Hill Investment Partners
New Jersey
$1.61K
AFG
564
Albion Financial Group
Utah
$1.49K
CSC
565
Caldwell Sutter Capital
California
$1.45K
BI
566
Binnacle Investments
Iowa
$1.29K
TFM
567
TFC Financial Management
Massachusetts
$1.17K
AW
568
Avion Wealth
Texas
$1K
CCM
569
Cloud Capital Management
Washington
$1K
MSWM
570
Mowery & Schoenfeld Wealth Management
Illinois
$940
SIC
571
SJS Investment Consulting
Ohio
$928
FC
572
Fairscale Capital
New Hampshire
$928
FWA
573
Flagship Wealth Advisors
Massachusetts
$766
RA
574
Rise Advisors
New York
$686
HIA
575
HFM Investment Advisors
New Jersey
$565