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2,062 hedge funds and large institutions have $182B invested in Linde in 2025 Q1 according to their latest regulatory filings, with 206 funds opening new positions, 833 increasing their positions, 721 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 121

24% more funds holding in top 10

Funds holding in top 10: 6277 (+15)

16% more repeat investments, than reductions

Existing positions increased: 833 | Existing positions reduced: 721

11% more capital invested

Capital invested by funds: $163B → $182B (+$18.4B)

3% more funds holding

Funds holding: 2,0062,062 (+56)

0.14% more ownership

Funds ownership: 81.9%82.04% (+0.14%)

0% less call options, than puts

Call options by funds: $830M | Put options by funds: $833M

Holders
2,062
Holders Change
+56
Holders Change %
+2.79%
% of All Funds
27.65%
Holding in Top 10
77
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+24.19%
% of All Funds
1.03%
New
206
Increased
833
Reduced
721
Closed
121
Calls
$830M
Puts
$833M
Net Calls
-$3.22M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Change in
Stake
SFGP
626
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$5.53M +$109K +241 +2%
BZWA
627
Blue Zone Wealth Advisors
California
$5.52M +$1.06M +2,362 +25%
BCV
628
Banque Cantonale Vaudoise
Switzerland
$5.51M +$5.33M +11,836 New
WSCM
629
Wellington Shields Capital Management
New York
$5.39M -$155K -345 -3%
AWM
630
AE Wealth Management
Kansas
$5.35M +$1.21M +2,686 +31%
ST
631
Somerset Trust
Pennsylvania
$5.34M +$96.8K +215 +2%
SI
632
Stephens Inc
Arkansas
$5.3M -$11.3K -25 -0.2%
BCM
633
Brookstone Capital Management
Illinois
$5.3M +$2.01M +4,462 +65%
STA
634
Summit Trail Advisors
New York
$5.27M +$1.04M +2,301 +26%
PGFC
635
Peapack-Gladstone Financial Corp
New Jersey
$5.27M -$320K -710 -6%
PA
636
Procyon Advisors
Connecticut
$5.26M +$252K +559 +5%
Carson Wealth (CWM LLC)
637
Carson Wealth (CWM LLC)
Nebraska
$5.21M +$341K +758 +7%
KAS
638
Kestra Advisory Services
Texas
$5.19M -$992K -2,203 -16%
USAA
639
United Services Automobile Association
Texas
$5.16M
CAM
640
Cypress Asset Management
Texas
$5.16M +$193K +428 +4%
KA
641
Kintegral Advisory
New York
$5.15M -$16.7K -37 -0.3%
JIR
642
James Investment Research
Ohio
$5.15M +$369K +820 +8%
CA
643
Commerzbank Aktiengesellschaft
Germany
$5.14M -$77.4K -172 -2%
AWM
644
Affinity Wealth Management
Delaware
$5.14M +$59.4K +132 +1%
GP
645
Gallo Partners
New Jersey
$5.14M +$4.97M +11,038 New
CSP
646
Cary Street Partners
Virginia
$5.14M -$90.9K -202 -2%
LPT
647
Legacy Private Trust
Wisconsin
$5.13M -$863K -1,917 -15%
PIM
648
Penobscot Investment Management
Massachusetts
$5.12M -$63.9K -142 -1%
CGIM
649
Capital Group Investment Management
Singapore
$5.12M +$834K +1,852 +20%
O
650
Ossiam
France
$5.1M -$92M -204,266 -95%