We are live on ! Find out more
LNC icon

Lincoln National

614 hedge funds and large institutions have $5.79B invested in Lincoln National in 2026 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 238 increasing their positions, 185 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 185

15% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 71

3.32% more ownership

Funds ownership: 82.34%85.66% (+3.3%)

4% more capital invested

Capital invested by funds: $5.56B → $5.79B (+$234M)

0% less funds holding

Funds holding: 615614 (-1)

8% less call options, than puts

Call options by funds: $82.7M | Put options by funds: $90M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
614
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
7.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
82
Increased
238
Reduced
185
Closed
71
Calls
$82.7M
Puts
$90M
Net Calls
-$7.29M
Net Calls Change
+$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
601
Wolff Wiese Magana
California
$354
HI
602
Horizon Investments
North Carolina
$350 -$360 -10 -50%
DCM
603
Davis Capital Management
Florida
$318 +$324 +9 New
NB
604
NBT Bank
New York
$283 -$34.5K -960 -99%
AWM
605
Abound Wealth Management
Tennessee
$248
BFPW
606
BOK Financial Private Wealth
Colorado
$213 +$216 +6 New
CFD
607
Creative Financial Designs
Indiana
$177 -$5.03K -140 -97%
NB
608
NBH Bank
Colorado
$177 +$180 +5 New
HFS
609
Hughes Financial Services
Virginia
$141 -$108 -3 -43%
MCA
610
Maryland Capital Advisors
Maryland
$107 +$108 +3 New
3FI
611
3 Factor Indexing
California
$71
AWM
612
Activest Wealth Management
Florida
$71 +$72 +2 New
Alyeska Investment Group
613
Alyeska Investment Group
Illinois
-$22.8M -641,796 Closed
CA
614
CSM Advisors
Pennsylvania
-$13.2M -372,851 Closed
PFMOSF
615
Philadelphia Financial Management of San Francisco
California
-$10.1M -285,000 Closed
Point72 Asset Management
616
Point72 Asset Management
Connecticut
-$7.47M -207,800 Closed
SPS
617
Susquehanna Portfolio Strategies
Pennsylvania
-$5.15M -145,099 Closed
BHCM
618
Brevan Howard Capital Management
Jersey
-$4.7M -132,418 Closed
IA
619
Icon Advisers
Colorado
-$4.2M -118,450 Closed
FISPB
620
Fideuram - Intesa Sanpaolo Private Banking
-$4.17M -117,408 Closed
WP
621
Woodline Partners
California
-$3.06M -86,313 Closed
AC
622
AXQ Capital
New Jersey
-$2.55M -71,846 Closed
ECM
623
ExodusPoint Capital Management
New York
-$2.49M -70,020 Closed
OLA
624
Oliver Luxxe Assets
New Jersey
-$2.14M -60,199 Closed
MHS
625
M Holdings Securities
Oregon
-$1.95M -56,076 Closed

LNC Hedge Fund Activity: Q2 2026 in Review

614 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2026, worth a combined $5.79B — up 4.2% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new LNC positions and 71 closed out — a net gain of 11 holders — while 238 added to existing stakes and 185 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $44.6M. The largest seller was Balyasny Asset Management, cutting an estimated $25.2M.

  • 614 institutional investors held Lincoln National (LNC) as of Q2 2026, down from 615 in Q1 2026.
  • Funds reported $5.79B of Lincoln National stock for Q2 2026, up 4.2% quarter-over-quarter.
  • 82 funds opened new Lincoln National positions in Q2 2026 and 71 closed out, a net change of +11 holders.
  • The largest Lincoln National buyer in Q2 2026 was Arrowstreet Capital, an estimated $44.6M added.
  • The largest Lincoln National seller in Q2 2026 was Balyasny Asset Management, an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2026.