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Lincoln National

552 hedge funds and large institutions have $4B invested in Lincoln National in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 162 increasing their positions, 202 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+26
Holders Change %
+4.94%
% of All Funds
7.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
78
Increased
162
Reduced
202
Closed
45
Calls
$94.4M
Puts
$174M
Net Calls
-$79.3M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Handelsbanken Fonder
201
Handelsbanken Fonder
Sweden
$1.11M +$257K +8,100 +30%
SG Americas Securities
202
SG Americas Securities
New York
$1.09M +$1.09M +34,506 New
Pictet Asset Management
203
Pictet Asset Management
Switzerland
$1.09M +$3.87K +122 +0.4%
VPIM
204
Vanguard Personalized Indexing Management
California
$1.08M +$195K +6,135 +22%
RFG
205
Range Financial Group
Oregon
$1.08M +$1.08M +33,902 New
HighTower Advisors
206
HighTower Advisors
Illinois
$1.04M +$192K +6,048 +23%
SWP
207
Stratos Wealth Partners
Ohio
$1.03M -$80.5K -2,539 -7%
KFS
208
Keynote Financial Services
Connecticut
$1.01M -$51.5K -1,625 -5%
BCM
209
Birmingham Capital Management
Alabama
$1M
IMC Chicago
210
IMC Chicago
Illinois
$999K +$999K +31,490 New
SCM
211
Sterling Capital Management
North Carolina
$990K +$466K +14,683 +89%
GCP
212
GSA Capital Partners
United Kingdom
$990K -$1.12M -35,449 -53%
SC
213
Savant Capital
Illinois
$955K -$79.9K -2,520 -8%
CWM
214
Cornerstone Wealth Management
Missouri
$955K +$36.8K +1,159 +4%
SC
215
Shay Capital
New York
$951K +$951K +30,000 New
Wealth Enhancement Advisory Services
216
Wealth Enhancement Advisory Services
Minnesota
$941K -$8.31K -262 -0.9%
WAP
217
Wealthcare Advisory Partners
Pennsylvania
$933K +$19.1K +602 +2%
MHS
218
M Holdings Securities
Oregon
$922K +$922K +29,068 New
Mariner
219
Mariner
Kansas
$917K +$18.4K +581 +2%
FRM
220
Fox Run Management
Connecticut
$915K +$915K +28,844 New
Russell Investments Group
221
Russell Investments Group
United Kingdom
$906K -$546K -17,225 -38%
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$902K -$826K -26,042 -48%
JG
223
Jain Global
New York
$900K +$900K +28,393 New
LAM
224
LECAP Asset Management
United Kingdom
$873K +$873K +27,530 New
SPC
225
Sigma Planning Corp
Michigan
$873K -$8.37K -264 -1%