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Lincoln National

614 hedge funds and large institutions have $5.79B invested in Lincoln National in 2026 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 238 increasing their positions, 185 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 185

15% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 71

3.32% more ownership

Funds ownership: 82.34%85.66% (+3.3%)

4% more capital invested

Capital invested by funds: $5.56B → $5.79B (+$234M)

0% less funds holding

Funds holding: 615614 (-1)

8% less call options, than puts

Call options by funds: $82.7M | Put options by funds: $90M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
614
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
7.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
82
Increased
238
Reduced
185
Closed
71
Calls
$82.7M
Puts
$90M
Net Calls
-$7.29M
Net Calls Change
+$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MSRPS
201
Maryland State Retirement & Pension System
Maryland
$1.2M +$3.38K +94 +0.3%
AWA
202
Arkadios Wealth Advisors
Georgia
$1.18M +$26.9K +748 +2%
EIP
203
Easterly Investment Partners
Massachusetts
$1.13M -$3.87M -107,744 -77%
PP
204
PDT Partners
New York
$1.13M +$1.15M +31,999 New
Boston Partners
205
Boston Partners
Massachusetts
$1.11M +$214K +5,943 +23%
WAP
206
Wealthcare Advisory Partners
Pennsylvania
$1.1M +$16.3K +454 +1%
NAAA
207
New Age Alpha Advisors
New York
$1.07M +$252K +7,001 +30%
Qube Research & Technologies (QRT)
208
Qube Research & Technologies (QRT)
United Kingdom
$1.06M +$1.08M +30,112 New
DWM
209
Diversify Wealth Management
Utah
$1.06M +$59.4K +1,651 +7%
DAS
210
Diversify Advisory Services
Utah
$1.06M +$122K +3,386 +15%
GIA
211
Guyasuta Investment Advisors
Pennsylvania
$1.06M
KFS
212
Keynote Financial Services
Connecticut
$1.05M -$11.5K -320 -1%
SG Americas Securities
213
SG Americas Securities
New York
$1.05M +$353K +9,815 +49%
CFIA
214
Cantor Fitzgerald Investment Advisors
New York
$1.05M +$22.7K +630 +2%
US Bancorp
215
US Bancorp
Minnesota
$1.04M -$339K -9,439 -24%
IAA
216
Independent Advisor Alliance
North Carolina
$1.04M -$24.6K -685 -2%
BCM
217
BluePath Capital Management
Georgia
$1.04M +$10.3K +286 +1%
Mitsubishi UFJ Trust & Banking
218
Mitsubishi UFJ Trust & Banking
Japan
$1.03M -$2M -55,670 -66%
FRM
219
Fox Run Management
Connecticut
$1.03M +$1.04M +29,040 New
NA
220
NewEdge Advisors
Louisiana
$1.02M +$161K +4,486 +18%
CIA
221
Concurrent Investment Advisors
Florida
$1.02M +$128K +3,573 +14%
BF
222
BOK Financial
Oklahoma
$1.02M +$22.7K +631 +2%
GC
223
Grimes & Company
Massachusetts
$1M +$1.37K +38 +0.1%
HWM
224
HB Wealth Management
Georgia
$988K +$106K +2,957 +12%
NAMI
225
Nomura Asset Management International
Pennsylvania
$979K

LNC Hedge Fund Activity: Q2 2026 in Review

614 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2026, worth a combined $5.79B — up 4.2% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new LNC positions and 71 closed out — a net gain of 11 holders — while 238 added to existing stakes and 185 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $44.6M. The largest seller was Balyasny Asset Management, cutting an estimated $25.2M.

  • 614 institutional investors held Lincoln National (LNC) as of Q2 2026, down from 615 in Q1 2026.
  • Funds reported $5.79B of Lincoln National stock for Q2 2026, up 4.2% quarter-over-quarter.
  • 82 funds opened new Lincoln National positions in Q2 2026 and 71 closed out, a net change of +11 holders.
  • The largest Lincoln National buyer in Q2 2026 was Arrowstreet Capital, an estimated $44.6M added.
  • The largest Lincoln National seller in Q2 2026 was Balyasny Asset Management, an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2026.