We are live on ! Find out more
LNC icon

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
CWM
676
Connecticut Wealth Management
Connecticut
BFWM
677
Bright Futures Wealth Management
New York
WPW
678
Waldron Private Wealth
Pennsylvania
A
679
AlphaQuest
New York
CIAM
680
Caitong International Asset Management
Hong Kong
OC
681
Optima Capital
Oregon
Toronto Dominion Bank
682
Toronto Dominion Bank
Ontario, Canada
Canada Pension Plan Investment Board
683
Canada Pension Plan Investment Board
Ontario, Canada
CRI
684
Commonwealth Retirement Investments
Virginia
LWANC
685
Laurel Wealth Advisors (North Carolina)
North Carolina
UCB
686
United Community Bank
South Carolina
AAP
687
Arax Advisory Partners
Colorado
LSA
688
Leonteq Securities AG
Switzerland
GA
689
GoalVest Advisory
New York
EW
690
Elyxium Wealth
California
MB
691
MidFirst Bank
Oklahoma
QL
692
Quarry LP
New York
GAFA
693
Garton & Associates Financial Advisors
Kentucky
RS
694
Rakuten Securities
Japan
LB
695
Legacy Bridge
Iowa
MHIP
696
Mountain Hill Investment Partners
New Jersey
EWA
697
EQ Wealth Advisors
Texas
SWM
698
Spire Wealth Management
Virginia
FPF
699
First Pacific Financial
Washington