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Lincoln National
LNC

Overview Fund Activity

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.

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

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$139M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$72M
3
SG Americas Securities
3
SG Americas Securities
New York
$23.8M
4
Millennium Management
4
Millennium Management
New York
$42.3M
5
UBS Group
5
UBS Group
Switzerland
$61.8M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Voloridge Investment Management
2
Voloridge Investment Management
Florida
$15.1M
3
WAM
3
Weiss Asset Management
Massachusetts
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$56.6M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$32.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$677M 18,851,345 -270,394 -1%
BlackRock
2
BlackRock
New York
$594M 16,531,571 -45,168 -0.3%
State Street
3
State Street
Massachusetts
$221M 6,158,850 -314,649 -5%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$174M 4,854,788 +97,600 +2%
Morgan Stanley
5
Morgan Stanley
New York
$141M 3,913,754 +22,100 +0.6%
First Trust Advisors
6
First Trust Advisors
Illinois
$139M 3,870,726 +2,612,214 +208%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$111M 3,084,433 +208,114 +7%
Principal Financial Group
8
Principal Financial Group
Iowa
$108M 3,016,414 -128,235 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$105M 2,915,998 +134,442 +5%
Northern Trust
10
Northern Trust
Illinois
$92.2M 2,566,274 +146,667 +6%
LSV Asset Management
11
LSV Asset Management
Illinois
$84.1M 2,341,596 -108,800 -4%
HSBC Holdings
12
HSBC Holdings
United Kingdom
$74.2M 2,080,461 -149,484 -7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$73M 2,034,104 -54,729 -3%
Charles Schwab
14
Charles Schwab
California
$73M 2,031,911 -54,630 -3%
AQR Capital Management
15
AQR Capital Management
Connecticut
$72M 2,041,928 +935,225 +85%
UBS Group
16
UBS Group
Switzerland
$61.8M 1,722,066 +589,561 +52%
Citadel Advisors
17
Citadel Advisors
Florida
$60M 1,672,230 -278,272 -14%
Invesco
18
Invesco
Georgia
$57.4M 1,597,913 +5,936 +0.4%
Goldman Sachs
19
Goldman Sachs
New York
$57.2M 1,593,409 -232,879 -13%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$56.6M 1,576,700 -503,500 -24%
HAI
21
Hennessy Advisors Inc
California
$55.9M 1,556,700 -152,200 -9%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$51.9M 1,444,488 -77,707 -5%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$50.5M 1,406,828 -136,796 -9%
Millennium Management
24
Millennium Management
New York
$42.3M 1,176,613 +617,107 +110%
Bank of America
25
Bank of America
North Carolina
$39.9M 1,111,452 +213,760 +24%
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