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Lincoln National

558 hedge funds and large institutions have $4.58B invested in Lincoln National in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 200 increasing their positions, 181 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-5
Holders Change %
-0.89%
% of All Funds
7.48%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
68
Increased
200
Reduced
181
Closed
67
Calls
$84.9M
Puts
$79.7M
Net Calls
+$5.16M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$648M -$4.55M -131,559 -0.7%
BlackRock
2
BlackRock
New York
$570M -$1.7M -49,036 -0.3%
State Street
3
State Street
Massachusetts
$215M +$1.41M +40,676 +0.7%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$170M +$2.14M +61,873 +1%
First Trust Advisors
5
First Trust Advisors
Illinois
$161M +$26.8M +774,721 +20%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$158M +$51.5M +1,488,695 +48%
Morgan Stanley
7
Morgan Stanley
New York
$135M -$342K -9,878 -0.3%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$132M +$128M +3,693,867 +3,452%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$100M -$628K -18,148 -0.6%
Principal Financial Group
10
Principal Financial Group
Iowa
$96.7M -$7.71M -222,966 -7%
LSV Asset Management
11
LSV Asset Management
Illinois
$94.7M +$13.7M +394,584 +17%
Norges Bank
12
Norges Bank
Norway
$87.4M +$87.4M +2,524,927 New
Northern Trust
13
Northern Trust
Illinois
$85.5M -$3.29M -95,108 -4%
Charles Schwab
14
Charles Schwab
California
$71.2M +$944K +27,291 +1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$66.1M -$4.24M -122,648 -6%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$57.3M -$15.1M -434,465 -21%
Invesco
17
Invesco
Georgia
$55.4M +$101K +2,905 +0.2%
Goldman Sachs
18
Goldman Sachs
New York
$53.2M -$1.9M -54,886 -3%
AU
19
Algebris (UK)
United Kingdom
$52.1M +$19.1M +554,326 +58%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$49.1M +$35.4M +1,023,691 +259%
HAI
21
Hennessy Advisors Inc
California
$48.5M -$5.35M -154,700 -10%
Barclays
22
Barclays
United Kingdom
$47.6M +$41M +1,185,516 +621%
UBS Group
23
UBS Group
Switzerland
$47.6M -$12M -346,406 -20%
Jennison Associates
24
Jennison Associates
New York
$43.7M +$43.7M +1,262,613 New
Bank of America
25
Bank of America
North Carolina
$42M +$3.52M +101,793 +9%