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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
PFSRSONJ
151
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.39M
WPC
152
Waters Parkerson & Co
Louisiana
$2.34M
State of New Jersey Common Pension Fund D
153
State of New Jersey Common Pension Fund D
New Jersey
$2.33M
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.3M
YCM
155
Yousif Capital Management
Michigan
$2.3M
PAG
156
Private Advisor Group
New Jersey
$2.29M
Voloridge Investment Management
157
Voloridge Investment Management
Florida
$2.28M
AWM
158
Allen Wealth Management
North Carolina
$2.24M
Handelsbanken Fonder
159
Handelsbanken Fonder
Sweden
$2.14M
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$2.13M
AB
161
Amalgamated Bank
New York
$2.08M
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$2.06M
ASRS
163
Arizona State Retirement System
Arizona
$2.04M
Natixis Advisors
164
Natixis Advisors
Massachusetts
$2.03M
Cerity Partners
165
Cerity Partners
New York
$1.99M
NA
166
NewEdge Advisors
Louisiana
$1.98M
KK
167
KLP Kapitalforvaltning
Norway
$1.98M
Simplex Trading
168
Simplex Trading
Illinois
$1.97M
Pathstone Holdings
169
Pathstone Holdings
New Jersey
$1.97M
TRSOTSOK
170
Teachers Retirement System of the State of Kentucky
Kentucky
$1.96M
RA
171
Royce & Associates
New York
$1.95M
Ensign Peak Advisors
172
Ensign Peak Advisors
Utah
$1.93M
IIL
173
Insight Inv LLC
California
$1.93M
BPA
174
Beacon Pointe Advisors
California
$1.9M
KAS
175
Kestra Advisory Services
Texas
$1.84M