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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 %
RA
201
Royce & Associates
New York
$1.45M
HA
202
Huntleigh Advisors
Missouri
$1.42M +$849K +23,636 +148%
TIA
203
Trust Investment Advisors
Indiana
$1.42M -$6.5K -181 -0.5%
GCA
204
Greenwood Capital Associates
South Carolina
$1.42M +$68.6K +1,911 +5%
OLA
205
Oliver Luxxe Assets
New Jersey
$1.41M +$1.41M +39,233 New
OPERF
206
Oregon Public Employees Retirement Fund
Oregon
$1.4M -$37.9K -1,056 -3%
TAM
207
Todd Asset Management
Kentucky
$1.38M +$4.31K +120 +0.3%
QCM
208
Qsemble Capital Management
New York
$1.38M -$18.8K -523 -1%
SC
209
Savant Capital
Illinois
$1.37M +$289K +8,059 +27%
SCM
210
Sterling Capital Management
North Carolina
$1.37M +$245K +6,826 +22%
CIAS
211
Capital Investment Advisory Services
North Carolina
$1.34M -$6.9K -192 -0.5%
MCM
212
Mork Capital Management
California
$1.32M
TBC
213
Ted Buchan & Co
California
$1.31M -$18K -500 -1%
HighTower Advisors
214
HighTower Advisors
Illinois
$1.27M +$93.7K +2,608 +8%
RFG
215
Range Financial Group
Oregon
$1.27M +$54.2K +1,508 +4%
IQI
216
Integrated Quantitative Investments
Washington
$1.27M +$1.27M +35,300 New
Handelsbanken Fonder
217
Handelsbanken Fonder
Sweden
$1.25M
Pictet Asset Management
218
Pictet Asset Management
Switzerland
$1.23M -$2.94K -82 -0.2%
KK
219
KLP Kapitalforvaltning
Norway
$1.21M -$61K -1,700 -5%
Mariner
220
Mariner
Kansas
$1.14M +$102K +2,845 +10%
KFS
221
Keynote Financial Services
Connecticut
$1.14M -$4.85K -135 -0.4%
BCM
222
Birmingham Capital Management
Alabama
$1.13M
Wealth Enhancement Advisory Services
223
Wealth Enhancement Advisory Services
Minnesota
$1.13M +$63.6K +1,770 +6%
Wolverine Trading
224
Wolverine Trading
Illinois
$1.12M +$1.12M +31,381 New
FRM
225
Fox Run Management
Connecticut
$1.09M +$56.6K +1,575 +5%