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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
GC
76
Gillson Capital
Illinois
$7.98M
CSS
77
Cubist Systematic Strategies
Connecticut
$7.96M
Canada Life
78
Canada Life
Manitoba, Canada
$7.95M
AIM
79
Access Investment Management
Georgia
$7.92M
OA
80
Oxbow Advisors
Texas
$7.64M
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$7.49M
CI Investments Inc
82
CI Investments Inc
Ontario, Canada
$7.31M
Fidelity Investments
83
Fidelity Investments
Massachusetts
$7.15M
Robeco Institutional Asset Management
84
Robeco Institutional Asset Management
Netherlands
$6.56M
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$6.55M
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$6.48M
QCM
87
Quantinno Capital Management
New York
$6.47M
SFI
88
Susquehanna Fundamental Investments
Pennsylvania
$6.46M
Citigroup
89
Citigroup
New York
$6.36M
SPS
90
Susquehanna Portfolio Strategies
Pennsylvania
$6.31M
Truist Financial
91
Truist Financial
North Carolina
$6.27M
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$6.26M
NVIM
93
New Vernon Investment Management
Illinois
$6.22M
Capital Fund Management (CFM)
94
Capital Fund Management (CFM)
France
$6.12M
Universal-Beteiligungs- und Servicegesellschaft
95
Universal-Beteiligungs- und Servicegesellschaft
Germany
$6.03M
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$5.98M
Schroder Investment Management Group
97
Schroder Investment Management Group
United Kingdom
$5.95M
GAM
98
Gotham Asset Management
New York
$5.78M
AG
99
Algert Global
California
$5.74M
LIM
100
Loudon Investment Management
New Hampshire
$5.63M