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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
OQS
626
Occudo Quantitative Strategies
Florida
Kovitz Investment Group Partners
627
Kovitz Investment Group Partners
Illinois
PIWA
628
Prevail Innovative Wealth Advisors
Kansas
HSA
629
Hussman Strategic Advisors
Maryland
BCM
630
Birmingham Capital Management
Alabama
DL
631
Dockside LLC
New York
CIP
632
Convergence Investment Partners
Florida
WI
633
WBI Investments
New Jersey
RWM
634
Ritholtz Wealth Management
New York
Mariner
635
Mariner
Kansas
S
636
Steadtrust
Texas
VI
637
Versor Investments
New York
LIP
638
Lighthouse Investment Partners
Florida
PCC
639
Park Circle Company
Maryland
Capstone Investment Advisors
640
Capstone Investment Advisors
New York
BBA
641
Baader Bank Aktiengesellschaft
Germany
TIAA Trust, National Association
642
TIAA Trust, National Association
North Carolina
CMF
643
Counterpoint Mutual Funds
California
FRM
644
Fox Run Management
Connecticut
JCIA
645
Jackson Creek Investment Advisors
Colorado
GIA
646
Gateway Investment Advisers
Ohio
JWCA
647
J.W. Cole Advisors
Florida
IC
648
Innealta Capital
Texas
FFM
649
Forum Financial Management
Illinois
HAG
650
HighPoint Advisor Group
Illinois