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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
TTWM
651
TCV Trust & Wealth Management
Virginia
AC
652
Armistice Capital
New York
ACM
653
Aster Capital Management
United Arab Emirates
SG
654
StoneX Group
New York
NDSIB
655
North Dakota State Investment Board
North Dakota
LIM
656
Leavell Investment Management
Alabama
FG
657
Fiduciary Group
Georgia
PI
658
PFG Investments
New York
SI
659
Seeds Investor
New York
ZIM
660
Zacks Investment Management
Illinois
SCM
661
Shelton Capital Management
Colorado
WC
662
Westhampton Capital
North Carolina
CSIC
663
Clifford Swan Investment Counsel
California
AHL
664
Abel Hall LLC
Louisiana
WIA
665
World Investment Advisors
California
MWA
666
Martel Wealth Advisors
Washington
MOS
667
MGO One Seven
Ohio
PAM
668
Panagora Asset Management
Massachusetts
WB
669
WesBanco Bank
West Virginia
BCM
670
Bourgeon Capital Management
Connecticut
KWA
671
Kingswood Wealth Advisors
California
WA
672
WESPAC Advisors
California
PWW
673
Pettyjohn Wood & White
Virginia
BFC
674
Bedel Financial Consulting
Indiana
BPAMU
675
BTG Pactual Asset Management US
New York