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Lincoln National

614 hedge funds and large institutions have $5.79B invested in Lincoln National in 2026 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 238 increasing their positions, 185 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 185

15% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 71

3.32% more ownership

Funds ownership: 82.34%85.66% (+3.3%)

4% more capital invested

Capital invested by funds: $5.56B → $5.79B (+$234M)

0% less funds holding

Funds holding: 615614 (-1)

8% less call options, than puts

Call options by funds: $82.7M | Put options by funds: $90M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
614
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
7.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
82
Increased
238
Reduced
185
Closed
71
Calls
$82.7M
Puts
$90M
Net Calls
-$7.29M
Net Calls Change
+$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RF
576
Robinswood Financial
Washington
$1.11K
AW
577
Ankerstar Wealth
Texas
$1.1K
HIA
578
HFM Investment Advisors
New Jersey
$1.1K +$611 +17 +121%
TFM
579
TFC Financial Management
Massachusetts
$1.06K
AW
580
Avion Wealth
Texas
$1K +$503 +14 +67%
WA
581
Whipplewood Advisors
Colorado
$848
ZBNA
582
Zions Bancorporation, National Association
Utah
$848
QL
583
Quarry LP
New York
$848 +$863 +24 New
MSWM
584
Mowery & Schoenfeld Wealth Management
Illinois
$824
FC
585
Fairscale Capital
New Hampshire
$813
TM
586
Torren Management
California
$742
FWA
587
Flagship Wealth Advisors
Massachusetts
$672
NRG
588
Nemes Rush Group
Michigan
$636
GWM
589
Gilpin Wealth Management
Colorado
$601 +$36 +1 +6%
DF
590
DecisionPoint Financial
Arizona
$580 +$324 +9 +129%
RWM
591
Raffa Wealth Management
District of Columbia
$566
TBFA
592
Three Bearings Fiduciary Advisors
New Hampshire
$495
FC
593
Financial Consulate
Maryland
$460
S
594
Sachetta
Massachusetts
$460
DF
595
Dunhill Financial
United Kingdom
$426 -$144 -4 -25%
CIAM
596
Caitong International Asset Management
Hong Kong
$424 +$432 +12 New
GIA
597
GHP Investment Advisors
Colorado
$389
HWP
598
Highline Wealth Partners
California
$389 +$396 +11 New
MFP
599
Meramec Financial Planners
Missouri
$371
Kayne Anderson Rudnick Investment Management
600
Kayne Anderson Rudnick Investment Management
California
$354 -$3.24K -90 -90%

LNC Hedge Fund Activity: Q2 2026 in Review

614 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2026, worth a combined $5.79B — up 4.2% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new LNC positions and 71 closed out — a net gain of 11 holders — while 238 added to existing stakes and 185 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $44.6M. The largest seller was Balyasny Asset Management, cutting an estimated $25.2M.

  • 614 institutional investors held Lincoln National (LNC) as of Q2 2026, down from 615 in Q1 2026.
  • Funds reported $5.79B of Lincoln National stock for Q2 2026, up 4.2% quarter-over-quarter.
  • 82 funds opened new Lincoln National positions in Q2 2026 and 71 closed out, a net change of +11 holders.
  • The largest Lincoln National buyer in Q2 2026 was Arrowstreet Capital, an estimated $44.6M added.
  • The largest Lincoln National seller in Q2 2026 was Balyasny Asset Management, an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2026.