LNC icon

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
MSWM
576
Mowery & Schoenfeld Wealth Management
Illinois
$940
FC
577
Fairscale Capital
New Hampshire
$928
SIC
578
SJS Investment Consulting
Ohio
$928
FWA
579
Flagship Wealth Advisors
Massachusetts
$766
RA
580
Rise Advisors
New York
$686
HIA
581
HFM Investment Advisors
New Jersey
$565
BWL
582
Bogart Wealth LLC
Virginia
$565
DF
583
Dunhill Financial
United Kingdom
$562
S
584
Sachetta
Massachusetts
$525
FC
585
Financial Consulate
Maryland
$525
BHWM
586
Bay Harbor Wealth Management
Maryland
$443
WWM
587
Wolff Wiese Magana
California
$404
HI
588
Horizon Investments
North Carolina
$399
SFCL
589
Strengthening Families & Communities LLC
Massachusetts
$285
AWM
590
Abound Wealth Management
Tennessee
$283
DF
591
DecisionPoint Financial
Arizona
$281
SHIM
592
Stone House Investment Management
Pennsylvania
$242
BOJHT
593
Bank of Jackson Hole Trust
Wyoming
$202
PAM
594
Palisade Asset Management
Minnesota
$162
SWA
595
SOA Wealth Advisors
New York
$99
CPG
596
Cornerstone Planning Group
New Jersey
$81
TIM
597
Tortoise Investment Management
New York
$40
Norges Bank
598
Norges Bank
Norway
HAI
599
Hennessy Advisors Inc
California
Axa
600
Axa
France