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Lincoln National
LNC

556 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, 165 increasing their positions, 203 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 45

5% more funds holding

Funds holding: 530 → 556 (+26)

2% more capital invested

Capital invested by funds: $3.93B → $4B (+$78.1M)

0.25% more ownership

Funds ownership: 73.82% → 74.07% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

19% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 203

46% less call options, than puts

Call options by funds: $94.4M | Put options by funds: $174M

Holders
556
Holders Change
+26
Holders Change %
+4.91%
% of All Funds
7.32%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
78
Increased
165
Reduced
203
Closed
45
Calls
$94.4M
Puts
$174M
Net Calls
-$79.3M
Net Calls Change
+$10.9M

Top Buyers

1
HAI
Hennessy Advisors Inc
California
+$57M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$38.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$23.6M
4
WAM
Weiss Asset Management
Massachusetts
+$21.9M
5
First Trust Advisors
First Trust Advisors
Illinois
+$14.5M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$30.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$26.8M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$19.7M
4
Two Sigma Investments
Two Sigma Investments
New York
-$15.2M
5
Macquarie Group
Macquarie Group
Australia
-$14.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$606M -$14.1M -423,480 -2%
BlackRock
2
BlackRock
New York
$526M +$988K +29,643 +0.2%
State Street
3
State Street
Massachusetts
$205M +$8.18M +245,506 +4%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$151M -$217K -6,515 -0.1%
Morgan Stanley
5
Morgan Stanley
New York
$123M +$3.04M +91,278 +2%
Principal Financial Group
6
Principal Financial Group
Iowa
$99.7M -$5.49M -164,804 -5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$91.2M +$1.89M +56,614 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$88.2M -$19.7M -591,931 -18%
LSV Asset Management
9
LSV Asset Management
Illinois
$77.7M -$4.01M -120,372 -5%
Norges Bank
10
Norges Bank
Norway
$77M +$3.84M +115,110 +5%
Northern Trust
11
Northern Trust
Illinois
$76.7M -$7.25M -217,661 -8%
HSBC Holdings
12
HSBC Holdings
United Kingdom
$70.6M -$1.44M -43,115 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$66.2M -$985K -29,548 -1%
Charles Schwab
14
Charles Schwab
California
$66.2M -$1.25M -37,379 -2%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$66M -$9.16M -274,800 -12%
Citadel Advisors
16
Citadel Advisors
Florida
$61.9M -$26.8M -804,661 -29%
Goldman Sachs
17
Goldman Sachs
New York
$57.9M +$8.98M +269,473 +17%
HAI
18
Hennessy Advisors Inc
California
$54.2M +$57M +1,708,900 New
Invesco
19
Invesco
Georgia
$50.5M -$6M -180,162 -10%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$48.9M +$23.6M +708,584 +85%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$48.3M +$38.1M +1,142,759 +301%
Two Sigma Investments
22
Two Sigma Investments
New York
$40.8M -$15.2M -455,535 -26%
First Trust Advisors
23
First Trust Advisors
Illinois
$39.9M +$14.5M +436,462 +53%
UBS Group
24
UBS Group
Switzerland
$35.9M +$10.1M +301,943 +36%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$35.5M +$1.65M +49,496 +5%
1
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LNC Hedge Fund Activity: Q4 2024 in Review

556 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2024, worth a combined $4B — up 2% from $3.93B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new LNC positions and 45 closed out — a net gain of 33 holders — while 165 added to existing stakes and 203 trimmed.

The largest buyer was Hennessy Advisors Inc, opening a new position worth an estimated $57M. The largest seller was International Assets Investment Management, cutting an estimated $30.8M.

  • 556 institutional investors held Lincoln National (LNC) as of Q4 2024, up from 530 in Q3 2024.
  • Funds reported $4B of Lincoln National stock for Q4 2024, up 2% quarter-over-quarter.
  • 78 funds opened new Lincoln National positions in Q4 2024 and 45 closed out, a net change of +33 holders.
  • The largest Lincoln National buyer in Q4 2024 was Hennessy Advisors Inc, an estimated $57M added.
  • The largest Lincoln National seller in Q4 2024 was International Assets Investment Management, an estimated $30.8M sold.

Based on aggregated 13F filings for Q4 2024.