LNC icon

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
HW
126
Hedeker Wealth
Illinois
$3.49M
Man Group
127
Man Group
United Kingdom
$3.47M
SOADOR
128
State of Alaska Department of Revenue
Alaska
$3.42M
PF
129
Prosperitas Financial
California
$3.38M
QT
130
Quantbot Technologies
New York
$3.36M
VRS
131
Virginia Retirement Systems
Virginia
$3.33M
KCM
132
Kempner Capital Management
Texas
$3.3M
Kovitz Investment Group Partners
133
Kovitz Investment Group Partners
Illinois
$3.3M
LSERS
134
Louisiana State Employees Retirement System
Louisiana
$3.13M
Cetera Investment Advisers
135
Cetera Investment Advisers
Illinois
$3.13M
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$3.09M
Walleye Capital
137
Walleye Capital
New York
$3.06M
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
$3.05M
ECM
139
ExodusPoint Capital Management
New York
$2.99M
ASN
140
Advisory Services Network
Georgia
$2.93M
KFGK
141
Keystone Financial Group (Kentucky)
Kentucky
$2.9M
Janus Henderson Group
142
Janus Henderson Group
United Kingdom
$2.89M
JIP
143
Jaffetilchin Investment Partners
Florida
$2.77M
PHK
144
Point72 Hong Kong
Hong Kong
$2.7M
WC
145
Woodstock Corp
Massachusetts
$2.69M
NGA
146
Naples Global Advisors
Florida
$2.5M
OLA
147
Oliver Luxxe Assets
New Jersey
$2.42M
CFIA
148
Cantor Fitzgerald Investment Advisors
New York
$2.42M
YIH
149
Y-Intercept (HK)
Hong Kong
$2.41M
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$2.41M