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Lincoln National

614 hedge funds and large institutions have $5.79B invested in Lincoln National in 2026 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 238 increasing their positions, 185 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 185

15% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 71

3.32% more ownership

Funds ownership: 82.34%85.66% (+3.3%)

4% more capital invested

Capital invested by funds: $5.56B → $5.79B (+$234M)

0% less funds holding

Funds holding: 615614 (-1)

8% less call options, than puts

Call options by funds: $82.7M | Put options by funds: $90M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
614
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
7.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
82
Increased
238
Reduced
185
Closed
71
Calls
$82.7M
Puts
$90M
Net Calls
-$7.29M
Net Calls Change
+$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OHWP
76
Oak Harbor Wealth Partners
North Carolina
$7.76M -$432 -12 -0%
AllianceBernstein
77
AllianceBernstein
Tennessee
$7.06M -$2.28M -63,308 -24%
AIM
78
Access Investment Management
Georgia
$6.95M
JP Morgan Chase
79
JP Morgan Chase
New York
$6.73M -$2.38M -66,069 -27%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$6.71M -$67K -1,864 -1%
IMRF
81
Illinois Municipal Retirement Fund
Illinois
$6.63M -$1.76M -48,842 -21%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$6.48M -$258K -7,183 -4%
Citigroup
83
Citigroup
New York
$6.26M +$36.7K +1,020 +0.6%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$6.1M -$4.56M -126,740 -42%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$5.77M +$709K +19,721 +14%
Vanguard Asset Management
86
Vanguard Asset Management
$5.72M +$337K +9,368 +6%
BA
87
Bridgewater Associates
Connecticut
$5.66M -$2.34M -65,171 -29%
ET
88
Entropy Technologies
New York
$5.65M +$3.71M +103,064 +182%
SFI
89
Susquehanna Fundamental Investments
Pennsylvania
$5.59M +$4.82M +133,973 +558%
Universal-Beteiligungs- und Servicegesellschaft
90
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.58M -$347K -9,648 -6%
Prudential Financial
91
Prudential Financial
New Jersey
$5.5M -$1.12M -31,065 -17%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$5.43M -$246K -6,846 -4%
Robeco Institutional Asset Management
93
Robeco Institutional Asset Management
Netherlands
$5.42M -$94.7K -2,634 -2%
Canada Life
94
Canada Life
Manitoba, Canada
$5.28M -$195K -5,430 -4%
AG
95
Algert Global
California
$5.21M +$4.37M +121,490 +467%
Capital Fund Management (CFM)
96
Capital Fund Management (CFM)
France
$5.07M +$2.4M +66,858 +87%
Franklin Resources
97
Franklin Resources
California
$5.05M +$1.04M +29,023 +26%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$5.02M +$262K +7,292 +5%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$5.02M -$12.1K -337 -0.2%
Truist Financial
100
Truist Financial
North Carolina
$5M +$185K +5,131 +4%

LNC Hedge Fund Activity: Q2 2026 in Review

614 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2026, worth a combined $5.79B — up 4.2% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new LNC positions and 71 closed out — a net gain of 11 holders — while 238 added to existing stakes and 185 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $44.6M. The largest seller was Balyasny Asset Management, cutting an estimated $25.2M.

  • 614 institutional investors held Lincoln National (LNC) as of Q2 2026, down from 615 in Q1 2026.
  • Funds reported $5.79B of Lincoln National stock for Q2 2026, up 4.2% quarter-over-quarter.
  • 82 funds opened new Lincoln National positions in Q2 2026 and 71 closed out, a net change of +11 holders.
  • The largest Lincoln National buyer in Q2 2026 was Arrowstreet Capital, an estimated $44.6M added.
  • The largest Lincoln National seller in Q2 2026 was Balyasny Asset Management, an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2026.