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Lincoln National

612 hedge funds and large institutions have $5.56B invested in Lincoln National in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 224 increasing their positions, 189 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

21% less capital invested

Capital invested by funds: $7.03B → $5.56B (-$1.47B)

35% less call options, than puts

Call options by funds: $80.2M | Put options by funds: $123M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
612
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$80.2M
Puts
$123M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
576
TFC Financial Management
Massachusetts
$1.06K
BWL
577
Bogart Wealth LLC
Virginia
$1.06K
HIW
578
Holos Integrated Wealth
Pennsylvania
$908
SWM
579
SHP Wealth Management
Massachusetts
$888
WA
580
Whipplewood Advisors
Colorado
$852
ZBNA
581
Zions Bancorporation, National Association
Utah
$852
MSWM
582
Mowery & Schoenfeld Wealth Management
Illinois
$827
FC
583
Fairscale Capital
New Hampshire
$817
TM
584
Torren Management
California
$746
CTC
585
Central Trust Company
Missouri
$746
BHWM
586
Bay Harbor Wealth Management
Maryland
$745
HI
587
Horizon Investments
North Carolina
$701
FWA
588
Flagship Wealth Advisors
Massachusetts
$657
NRG
589
Nemes Rush Group
Michigan
$639
DF
590
Dunhill Financial
United Kingdom
$597
GWM
591
Gilpin Wealth Management
Colorado
$568
HIA
592
HFM Investment Advisors
New Jersey
$497
TBFA
593
Three Bearings Fiduciary Advisors
New Hampshire
$497
FC
594
Financial Consulate
Maryland
$462
S
595
Sachetta
Massachusetts
$462
EP
596
Essential Partners
California
$391
FHC
597
First Horizon Corporation
Tennessee
$391
GIA
598
GHP Investment Advisors
Colorado
$391
WWM
599
Wolff Wiese Magana
California
$355
MFP
600
Meramec Financial Planners
Missouri
$335