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Lincoln National

591 hedge funds and large institutions have $5.41B invested in Lincoln National in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 188 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:

3% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 193

3% less call options, than puts

Call options by funds: $115M | Put options by funds: $119M

7.01% less ownership

Funds ownership: 77.77%70.76% (-7%)

Holders
591
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
KIM
601
Kestra Investment Management
Texas
Capstone Investment Advisors
602
Capstone Investment Advisors
New York
MC
603
Matisse Capital
Oregon
BMCM
604
Burns Matteson Capital Management
New York
CMF
605
Counterpoint Mutual Funds
California
RAM
606
Readystate Asset Management
Illinois
CD
607
Chapin Davis
Maryland
LIP
608
Lighthouse Investment Partners
Florida
AA
609
ALPS Advisors
Colorado
GA
610
GSG Advisors
New Jersey
VIM
611
Vinva Investment Management
Australia
SWM
612
Schwallier Wealth Management
Michigan
CPSAC
613
Chas P. Smith & Associates (CPS)
Florida
TCM
614
Teza Capital Management
Illinois
VDI
615
Vaughan David Investments
Illinois
CL
616
CSS LLC
Illinois
TCM
617
Traub Capital Management
Massachusetts
Lazard Asset Management
618
Lazard Asset Management
New York
BIG
619
Brooklyn Investment Group
New York
TSMHT
620
Thurston Springer Miller Herd & Titak
Indiana
TPWA
621
Twin Peaks Wealth Advisors
California
BF
622
BOK Financial
Oklahoma
PFG
623
Putney Financial Group
California
ME
624
McIlrath & Eck
Washington
MYIA
625
Mount Yale Investment Advisors
Colorado