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Lincoln National

601 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

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: 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: 77.71%70.81% (-6.9%)

Holders
601
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 +$75.2M
2 +$54.3M
3 +$45.8M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$44.8M
5
Jennison Associates
Jennison Associates
New York
+$40.9M

Top Sellers

1 -$48.5M
2 -$33.8M
3 -$33.5M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$32.4M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
576
MV Capital Management
Maryland
$1.25K
TFM
577
TFC Financial Management
Massachusetts
$1.17K
AW
578
Avion Wealth
Texas
$1K
CCM
579
Cloud Capital Management
Washington
$1K
MSWM
580
Mowery & Schoenfeld Wealth Management
Illinois
$940
SIC
581
SJS Investment Consulting
Ohio
$928
FC
582
Fairscale Capital
New Hampshire
$928
FWA
583
Flagship Wealth Advisors
Massachusetts
$766
RA
584
Rise Advisors
New York
$686
HIA
585
HFM Investment Advisors
New Jersey
$565
BWL
586
Bogart Wealth LLC
Virginia
$565
DF
587
Dunhill Financial
United Kingdom
$562
S
588
Sachetta
Massachusetts
$525
FC
589
Financial Consulate
Maryland
$525
BHWM
590
Bay Harbor Wealth Management
Maryland
$443
WWM
591
Wolff Wiese Magana
California
$404
HI
592
Horizon Investments
North Carolina
$399
SFCL
593
Strengthening Families & Communities LLC
Massachusetts
$285
AWM
594
Abound Wealth Management
Tennessee
$283
DF
595
DecisionPoint Financial
Arizona
$281
SHIM
596
Stone House Investment Management
Pennsylvania
$242
BOJHT
597
Bank of Jackson Hole Trust
Wyoming
$202
PAM
598
Palisade Asset Management
Minnesota
$162
SWA
599
SOA Wealth Advisors
New York
$99
CPG
600
Cornerstone Planning Group
New Jersey
$81