Lincoln National
569 hedge funds and large institutions have $4.62B invested in Lincoln National in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 201 increasing their positions, 185 reducing their positions, and 57 closing their positions.
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
36% more call options, than puts
Call options by funds: $99.5M | Put options by funds: $73.1M
32% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 57
15% more capital invested
Capital invested by funds: $4B → $4.62B (+$617M)
2% more funds holding
Funds holding: 556 → 569 (+13)
1.53% more ownership
Funds ownership: 74.07% → 75.61% (+1.5%)
9% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 185
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$92.7M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$33.2M |
| 3 |
SG Americas Securities
New York
|
+$22.3M |
| 4 |
Millennium Management
New York
|
+$21.9M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$20.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Voloridge Investment Management
Jupiter,
Florida
|
-$24.8M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$20.9M |
| 3 |
Two Sigma Advisers
New York
|
-$17.9M |
| 4 |
Two Sigma Investments
New York
|
-$13.3M |
| 5 |
State Street
Boston,
Massachusetts
|
-$11.2M |
LNC Hedge Fund Activity: Q1 2025 in Review
569 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q1 2025, worth a combined $4.62B — up 15% from $4B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new LNC positions and 57 closed out — a net gain of 18 holders — while 201 added to existing stakes and 185 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $92.7M. The largest seller was Voloridge Investment Management, cutting an estimated $24.8M.
- 569 institutional investors held Lincoln National (LNC) as of Q1 2025, up from 556 in Q4 2024.
- Funds reported $4.62B of Lincoln National stock for Q1 2025, up 15% quarter-over-quarter.
- 75 funds opened new Lincoln National positions in Q1 2025 and 57 closed out, a net change of +18 holders.
- The largest Lincoln National buyer in Q1 2025 was First Trust Advisors, an estimated $92.7M added.
- The largest Lincoln National seller in Q1 2025 was Voloridge Investment Management, an estimated $24.8M sold.
Based on aggregated 13F filings for Q1 2025.