Lincoln National
615 hedge funds and large institutions have $5.56B invested in Lincoln National in 2026 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 225 increasing their positions, 189 reducing their positions, and 89 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 189
0.86% less ownership
Funds ownership: 83.2% → 82.34% (-0.86%)
3% less first-time investments, than exits
New positions opened: 86 | Existing positions closed: 89
2% less funds holding
Funds holding: 627 → 615 (-12)
21% less capital invested
Capital invested by funds: $7.03B → $5.56B (-$1.47B)
35% less call options, than puts
Call options by funds: $80.2M | Put options by funds: $123M
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$58.5M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$41.5M |
| 3 |
AU
Algebris (UK)
London,
United Kingdom
|
+$29.9M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$25.4M |
| 5 |
D.E. Shaw & Co
New York
|
+$22.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$102M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$36.8M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$30M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$25.7M |
| 5 |
AT
Arbejdsmarkedets Tillaegspension
Hilleroed,
|
-$24M |
LNC Hedge Fund Activity: Q1 2026 in Review
615 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q1 2026, worth a combined $5.56B — down 21% from $7.03B a quarter earlier.
Sellers outnumbered buyers: 89 funds closed out of LNC and 86 opened new positions — a net loss of 3 holders — while 189 trimmed existing stakes and 225 added.
The largest buyer was Dimensional Fund Advisors, adding an estimated $58.5M. The largest seller was First Trust Advisors, cutting an estimated $102M.
- 615 institutional investors held Lincoln National (LNC) as of Q1 2026, down from 627 in Q4 2025.
- Funds reported $5.56B of Lincoln National stock for Q1 2026, down 21% quarter-over-quarter.
- 86 funds opened new Lincoln National positions in Q1 2026 and 89 closed out, a net change of -3 holders.
- The largest Lincoln National buyer in Q1 2026 was Dimensional Fund Advisors, an estimated $58.5M added.
- The largest Lincoln National seller in Q1 2026 was First Trust Advisors, an estimated $102M sold.
Based on aggregated 13F filings for Q1 2026.