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Lincoln National

616 hedge funds and large institutions have $6.97B invested in Lincoln National in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 212 increasing their positions, 183 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

2% more funds holding

Funds holding: 601616 (+15)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

24% less call options, than puts

Call options by funds: $101M | Put options by funds: $133M

Holders
616
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
$101M
Puts
$133M
Net Calls
Net Calls Change

Top Sellers

1 -$86.5M
2 -$39.4M
3 -$27.8M
4
AU
Algebris (UK)
United Kingdom
-$21.2M
5
Squarepoint
Squarepoint
New York
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
176
Arizona State Retirement System
Arizona
$2.11M
BPA
177
Beacon Pointe Advisors
California
$2.1M
Jones Financial Companies
178
Jones Financial Companies
Missouri
$2.07M
PMAM
179
Picton Mahoney Asset Management
Ontario, Canada
$2.07M
Comerica Bank
180
Comerica Bank
Texas
$2.05M
PIWA
181
Prevail Innovative Wealth Advisors
Kansas
$2.01M
BEI
182
Benjamin Edwards Inc
Missouri
$2.01M
VPIM
183
Vanguard Personalized Indexing Management
California
$2.01M
YCM
184
Yousif Capital Management
Michigan
$1.98M
TRSOTSOK
185
Teachers Retirement System of the State of Kentucky
Kentucky
$1.89M
HSA
186
Hussman Strategic Advisors
Maryland
$1.87M
COPPSERS
187
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.86M
AAG
188
Accordant Advisory Group
Maryland
$1.86M
CAU
189
Caxton Associates (UK)
$1.82M
TIA
190
Trust Investment Advisors
Indiana
$1.81M
AG
191
Algert Global
California
$1.81M
HighTower Advisors
192
HighTower Advisors
Illinois
$1.8M
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$1.77M
MHS
194
M Holdings Securities
Oregon
$1.76M
RA
195
Royce & Associates
New York
$1.76M
TAM
196
Todd Asset Management
Kentucky
$1.75M
HA
197
Huntleigh Advisors
Missouri
$1.74M
US Bancorp
198
US Bancorp
Minnesota
$1.74M
OPERF
199
Oregon Public Employees Retirement Fund
Oregon
$1.72M
Manulife (Manufacturers Life Insurance)
200
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.72M