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Lincoln National

595 hedge funds and large institutions have $5.41B invested in Lincoln National in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 190 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:

2% less repeat investments, than reductions

Existing positions increased: 190 | 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: 77.77%70.78% (-7%)

Holders
595
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
FC
576
Fairscale Capital
New Hampshire
$928
FWA
577
Flagship Wealth Advisors
Massachusetts
$766
RA
578
Rise Advisors
New York
$686
HIA
579
HFM Investment Advisors
New Jersey
$565
BWL
580
Bogart Wealth LLC
Virginia
$565
DF
581
Dunhill Financial
United Kingdom
$562
S
582
Sachetta
Massachusetts
$525
FC
583
Financial Consulate
Maryland
$525
BHWM
584
Bay Harbor Wealth Management
Maryland
$443
WWM
585
Wolff Wiese Magana
California
$404
HI
586
Horizon Investments
North Carolina
$399
SFCL
587
Strengthening Families & Communities LLC
Massachusetts
$285
AWM
588
Abound Wealth Management
Tennessee
$283
DF
589
DecisionPoint Financial
Arizona
$281
SHIM
590
Stone House Investment Management
Pennsylvania
$242
BOJHT
591
Bank of Jackson Hole Trust
Wyoming
$202
PAM
592
Palisade Asset Management
Minnesota
$162
SWA
593
SOA Wealth Advisors
New York
$99
CPG
594
Cornerstone Planning Group
New Jersey
$81
TIM
595
Tortoise Investment Management
New York
$40
Norges Bank
596
Norges Bank
Norway
HAI
597
Hennessy Advisors Inc
California
Axa
598
Axa
France
TPSF
599
Texas Permanent School Fund
Texas
SDIC
600
South Dakota Investment Council
South Dakota