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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
AGWCA
601
Annis Gardner Whiting Capital Advisors
Florida
$320
FFA
602
Frazier Financial Advisors
Ohio
$320
AWM
603
Abound Wealth Management
Tennessee
$249
DF
604
DecisionPoint Financial
Arizona
$249
HFS
605
Hughes Financial Services
Virginia
$249
VWM
606
Vermillion Wealth Management
Minnesota
$249
SHIM
607
Stone House Investment Management
Pennsylvania
$213
BOJHT
608
Bank of Jackson Hole Trust
Wyoming
$178
CW
609
Curio Wealth
Maryland
$142
SWA
610
SOA Wealth Advisors
New York
$89
3FI
611
3 Factor Indexing
California
$71
Norges Bank
612
Norges Bank
Norway
AT
613
Arbejdsmarkedets Tillaegspension
Mackenzie Financial
614
Mackenzie Financial
Ontario, Canada
GC
615
Gillson Capital
Illinois
OA
616
Oxbow Advisors
Texas
CWP
617
Cyndeo Wealth Partners
Florida
BGA
618
Battery Global Advisors
Massachusetts
JWM
619
Jessup Wealth Management
Ohio
BAMF
620
BI Asset Management Fondsmaeglerselskab
Denmark
Connor, Clark & Lunn Investment Management (CC&L)
621
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
Verition Fund Management
622
Verition Fund Management
Connecticut
PF
623
Prosperitas Financial
California
YIH
624
Y-Intercept (HK)
Hong Kong
Qube Research & Technologies (QRT)
625
Qube Research & Technologies (QRT)
United Kingdom