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Lincoln National

563 hedge funds and large institutions have $4.53B invested in Lincoln National in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 201 increasing their positions, 180 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+11
Holders Change %
+1.99%
% of All Funds
7.65%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
76
Increased
201
Reduced
180
Closed
58
Calls
$99.5M
Puts
$73.1M
Net Calls
+$26.4M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Shares
Change %
WPC
151
Waters Parkerson & Co
Louisiana
$2.24M -$920K -25,630 -29%
PF
152
Prosperitas Financial
California
$2.24M +$2.24M +62,467 New
NGA
153
Naples Global Advisors
Florida
$2.18M -$57.6K -1,603 -3%
CFIA
154
Cantor Fitzgerald Investment Advisors
New York
$2.16M -$919K -25,605 -30%
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$2.12M +$648K +18,050 +44%
EF
156
Empowered Funds
Pennsylvania
$2.12M +$1.61M +44,936 +317%
AWM
157
Allen Wealth Management
North Carolina
$2.12M +$86.1K +2,399 +4%
KFGK
158
Keystone Financial Group (Kentucky)
Kentucky
$2.12M +$31.1K +886 +1%
MSRPS
159
Maryland State Retirement & Pension System
Maryland
$2.06M -$345K -9,613 -14%
PAG
160
Private Advisor Group
New Jersey
$2.04M +$411K +11,445 +25%
Ohio Public Employees Retirement System (OPERS)
161
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.02M -$217K -6,040 -10%
State of New Jersey Common Pension Fund D
162
State of New Jersey Common Pension Fund D
New Jersey
$2M -$217K -6,045 -10%
Canada Pension Plan Investment Board
163
Canada Pension Plan Investment Board
Ontario, Canada
$2M -$5.03M -140,000 -72%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$1.95M +$224K +6,250 +13%
BPA
165
Beacon Pointe Advisors
California
$1.95M +$26.5K +737 +1%
CIBC Asset Management
166
CIBC Asset Management
Ontario, Canada
$1.94M -$17.3K -483 -0.9%
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$1.94M -$387K -10,765 -17%
TRSOTSOK
168
Teachers Retirement System of the State of Kentucky
Kentucky
$1.93M
Cerity Partners
169
Cerity Partners
New York
$1.92M +$175K +4,878 +10%
Natixis Advisors
170
Natixis Advisors
Massachusetts
$1.92M +$200K +5,569 +12%
Mitsubishi UFJ Trust & Banking
171
Mitsubishi UFJ Trust & Banking
Japan
$1.92M +$1.5M +41,694 +353%
Ensign Peak Advisors
172
Ensign Peak Advisors
Utah
$1.91M
JG
173
Jain Global
New York
$1.9M +$882K +24,563 +87%
SO
174
STRS Ohio
Ohio
$1.9M -$303K -8,431 -14%
AB
175
Amalgamated Bank
New York
$1.85M -$63.7K -1,774 -3%