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Lincoln National

604 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

112% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 42

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

18% more capital invested

Capital invested by funds: $4.59B → $5.41B (+$823M)

7% more funds holding

Funds holding: 566604 (+38)

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: 77.72%70.82% (-6.9%)

Holders
604
Holders Change
+38
Holders Change %
+6.71%
% of All Funds
7.93%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
89
Increased
193
Reduced
194
Closed
42
Calls
$115M
Puts
$119M
Net Calls
-$4.04M
Net Calls Change
-$9.19M
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
576
Caldwell Sutter Capital
California
$1.45K
BI
577
Binnacle Investments
Iowa
$1.29K +$464 +12 +60%
MCM
578
MV Capital Management
Maryland
$1.25K
TFM
579
TFC Financial Management
Massachusetts
$1.17K
AW
580
Avion Wealth
Texas
$1K
CCM
581
Cloud Capital Management
Washington
$1K +$1.51K +39 New
MSWM
582
Mowery & Schoenfeld Wealth Management
Illinois
$940
FC
583
Fairscale Capital
New Hampshire
$928
SIC
584
SJS Investment Consulting
Ohio
$928
FWA
585
Flagship Wealth Advisors
Massachusetts
$766
EP
586
Essential Partners
California
$686
RA
587
Rise Advisors
New York
$686
HIA
588
HFM Investment Advisors
New Jersey
$565
BWL
589
Bogart Wealth LLC
Virginia
$565 +$541 +14 New
DF
590
Dunhill Financial
United Kingdom
$562
S
591
Sachetta
Massachusetts
$525
FC
592
Financial Consulate
Maryland
$525 +$503 +13 New
BHWM
593
Bay Harbor Wealth Management
Maryland
$443 +$155 +4 +57%
WWM
594
Wolff Wiese Magana
California
$404
HI
595
Horizon Investments
North Carolina
$399
SFCL
596
Strengthening Families & Communities LLC
Massachusetts
$285 +$271 +7 New
AWM
597
Abound Wealth Management
Tennessee
$283
DF
598
DecisionPoint Financial
Arizona
$281
SHIM
599
Stone House Investment Management
Pennsylvania
$242
BOJHT
600
Bank of Jackson Hole Trust
Wyoming
$202

LNC Hedge Fund Activity: Q3 2025 in Review

604 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q3 2025, worth a combined $5.41B — up 18% from $4.59B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new LNC positions and 42 closed out — a net gain of 47 holders — while 193 added to existing stakes and 194 trimmed.

The largest buyer was BlackRock, adding an estimated $75.2M. The largest seller was Hennessy Advisors Inc, exiting entirely with an estimated $48.5M sold.

  • 604 institutional investors held Lincoln National (LNC) as of Q3 2025, up from 566 in Q2 2025.
  • Funds reported $5.41B of Lincoln National stock for Q3 2025, up 18% quarter-over-quarter.
  • 89 funds opened new Lincoln National positions in Q3 2025 and 42 closed out, a net change of +47 holders.
  • The largest Lincoln National buyer in Q3 2025 was BlackRock, an estimated $75.2M added.
  • The largest Lincoln National seller in Q3 2025 was Hennessy Advisors Inc, an estimated $48.5M sold.

Based on aggregated 13F filings for Q3 2025.