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Lincoln National

595 hedge funds and large institutions have $5.41B invested in Lincoln National in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 190 increasing their positions, 193 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:

2% less repeat investments, than reductions

Existing positions increased: 190 | 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: 77.77%70.78% (-7%)

Holders
595
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
TBC
601
Ted Buchan & Co
California
NRD
602
Nebula Research & Development
New York
Walleye Trading
603
Walleye Trading
New York
GCM
604
Graham Capital Management
Connecticut
KIM
605
Kestra Investment Management
Texas
Capstone Investment Advisors
606
Capstone Investment Advisors
New York
MC
607
Matisse Capital
Oregon
BMCM
608
Burns Matteson Capital Management
New York
CMF
609
Counterpoint Mutual Funds
California
RAM
610
Readystate Asset Management
Illinois
CD
611
Chapin Davis
Maryland
LIP
612
Lighthouse Investment Partners
Florida
AA
613
ALPS Advisors
Colorado
GA
614
GSG Advisors
New Jersey
VIM
615
Vinva Investment Management
Australia
SWM
616
Schwallier Wealth Management
Michigan
CPSAC
617
Chas P. Smith & Associates (CPS)
Florida
TCM
618
Teza Capital Management
Illinois
VDI
619
Vaughan David Investments
Illinois
CL
620
CSS LLC
Illinois
TCM
621
Traub Capital Management
Massachusetts
Lazard Asset Management
622
Lazard Asset Management
New York
BIG
623
Brooklyn Investment Group
New York
TSMHT
624
Thurston Springer Miller Herd & Titak
Indiana
TPWA
625
Twin Peaks Wealth Advisors
California