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Lincoln National

555 hedge funds and large institutions have $4.57B invested in Lincoln National in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 198 increasing their positions, 180 reducing their positions, and 67 closing their positions.

Holders
555
Holders Change
-8
Holders Change %
-1.42%
% of All Funds
7.45%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
68
Increased
198
Reduced
180
Closed
67
Calls
$66.4M
Puts
$59.1M
Net Calls
+$7.33M
Net Calls Change
-$19M
Name Market Value Shares Shares
Change
Shares
Change %
CWM
76
Congress Wealth Management
Massachusetts
$6.91M 199,783 +98,876 +98%
Canada Life
77
Canada Life
Manitoba, Canada
$6.87M 198,291 +3,457 +2%
AIM
78
Access Investment Management
Georgia
$6.8M 196,500 +196,500 New
Capital Fund Management (CFM)
79
Capital Fund Management (CFM)
France
$6.73M 194,581 -86,613 -31%
CI Investments Inc
80
CI Investments Inc
Ontario, Canada
$6.72M 194,254 +6,956 +4%
Universal-Beteiligungs- und Servicegesellschaft
81
Universal-Beteiligungs- und Servicegesellschaft
Germany
$6.64M 191,933 +93,815 +96%
OA
82
Oxbow Advisors
Texas
$6.59M 190,472 +190,472 New
Truist Financial
83
Truist Financial
North Carolina
$5.98M 172,888 +6,739 +4%
SFI
84
Susquehanna Fundamental Investments
Pennsylvania
$5.95M 171,987 -63,619 -27%
SCM
85
Saba Capital Management
New York
$5.89M 170,125 +42,500 +33%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$5.81M 167,929 +1,830 +1%
IA
87
Icon Advisers
Colorado
$5.79M 167,225
Citigroup
88
Citigroup
New York
$5.72M 165,345 -30,340 -16%
Robeco Institutional Asset Management
89
Robeco Institutional Asset Management
Netherlands
$5.63M 162,643 +8,278 +5%
AllianceBernstein
90
AllianceBernstein
Tennessee
$5.6M 161,742 -49,339 -23%
KCM
91
Kempner Capital Management
Texas
$5.5M 158,906
Allspring Global Investments
92
Allspring Global Investments
North Carolina
$5.46M 156,512 -47,498 -23%
California State Teachers Retirement System (CalSTRS)
93
California State Teachers Retirement System (CalSTRS)
California
$5.45M 157,415
SPS
94
Susquehanna Portfolio Strategies
Pennsylvania
$5.41M 156,399 +156,399 New
NVIM
95
New Vernon Investment Management
Illinois
$5.33M 154,110 +154,110 New
AG
96
Algert Global
California
$5.2M 150,289
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$4.97M 143,720 -6,146 -4%
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$4.89M 141,243 +15,434 +12%
LIM
99
Loudon Investment Management
New Hampshire
$4.83M 139,564 +4,950 +4%
JWM
100
Jessup Wealth Management
Ohio
$4.74M 137,036 -16,982 -11%