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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
FGP
176
Freestone Grove Partners
California
$1.82M
VPIM
177
Vanguard Personalized Indexing Management
California
$1.8M
BEI
178
Benjamin Edwards Inc
Missouri
$1.8M
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$1.78M
Jones Financial Companies
180
Jones Financial Companies
Missouri
$1.76M
CAU
181
Caxton Associates (UK)
$1.75M
EMPI
182
Elo Mutual Pension Insurance
Finland
$1.74M
SCM
183
Sterling Capital Management
North Carolina
$1.73M
COPPSERS
184
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.73M
NCFG
185
New Century Financial Group
New Jersey
$1.72M
HSA
186
Hussman Strategic Advisors
Maryland
$1.69M
HighTower Advisors
187
HighTower Advisors
Illinois
$1.68M
BCM
188
BluePath Capital Management
Georgia
$1.67M
PIWA
189
Prevail Innovative Wealth Advisors
Kansas
$1.65M
Teacher Retirement System of Texas
190
Teacher Retirement System of Texas
Texas
$1.64M
Corient Private Wealth
191
Corient Private Wealth
Florida
$1.63M
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$1.62M
Russell Investments Group
193
Russell Investments Group
United Kingdom
$1.62M
US Bancorp
194
US Bancorp
Minnesota
$1.61M
D.E. Shaw & Co
195
D.E. Shaw & Co
New York
$1.6M
TIA
196
Trust Investment Advisors
Indiana
$1.59M
Tudor Investment Corp
197
Tudor Investment Corp
Connecticut
$1.59M
HA
198
Huntleigh Advisors
Missouri
$1.59M
OQS
199
Occudo Quantitative Strategies
Florida
$1.58M
Allianz Asset Management
200
Allianz Asset Management
Germany
$1.58M