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Lincoln National

591 hedge funds and large institutions have $5.41B invested in Lincoln National in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 188 increasing their positions, 193 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 193

3% less call options, than puts

Call options by funds: $115M | Put options by funds: $119M

7.01% less ownership

Funds ownership: 77.77%70.76% (-7%)

Holders
591
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$115M
Puts
$119M
Net Calls
Net Calls Change

Top Buyers

1 +$78.4M
2 +$56.6M
3 +$47.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$46.7M
5
Jennison Associates
Jennison Associates
New York
+$42.6M

Top Sellers

1 -$48.5M
2 -$35.3M
3 -$34.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$33.8M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
51
Bridgewater Associates
Connecticut
$13.3M
Swiss National Bank
52
Swiss National Bank
Switzerland
$13.3M
Osaic Holdings
53
Osaic Holdings
Arizona
$13.2M
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$12.8M
Stifel Financial
55
Stifel Financial
Missouri
$12.8M
Raymond James Financial
56
Raymond James Financial
Florida
$12.7M
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$12.6M
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$11.5M
Arrowstreet Capital
59
Arrowstreet Capital
Massachusetts
$11.5M
IP
60
Interval Partners
New York
$11.5M
Prudential Financial
61
Prudential Financial
New Jersey
$10.2M
Hotchkis & Wiley Capital Management
62
Hotchkis & Wiley Capital Management
California
$10.1M
Point72 Asset Management
63
Point72 Asset Management
Connecticut
$9.17M
JF
64
Jump Financial
Illinois
$9.11M
IMRF
65
Illinois Municipal Retirement Fund
Illinois
$9.06M
OHWP
66
Oak Harbor Wealth Partners
North Carolina
$8.86M
AllianceBernstein
67
AllianceBernstein
Tennessee
$8.8M
CWP
68
Cyndeo Wealth Partners
Florida
$8.74M
GLA
69
Great Lakes Advisors
Illinois
$8.37M
JP Morgan Chase
70
JP Morgan Chase
New York
$8.35M
AIM
71
AXA Investment Managers
France
$8.35M
Allspring Global Investments
72
Allspring Global Investments
North Carolina
$8.18M
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$8.08M
SSA
74
Schonfeld Strategic Advisors
New York
$8.07M
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$8.03M