1,497 hedge funds and large institutions have $144B invested in Linde in 2023 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 595 increasing their positions, 499 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,497
Holders Change
-30
Holders Change %
-1.96%
% of All Funds
23.96%
Holding in Top 10
98
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+28.95%
% of All Funds
1.57%
New
169
Increased
595
Reduced
499
Closed
164
Calls
$620M
Puts
$890M
Net Calls
-$270M
Net Calls Change
+$85.6M
Name Holding Trade Value Shares
Change
Shares
Change %
KCM
826
KLK Capital Management
California
$1.05M +$11K +31 +1%
ANTB
827
AMG National Trust Bank
Colorado
$1.04M +$17.8K +50 +2%
PCS
828
Personal CFO Solutions
New Jersey
$1.04M -$57.2K -161 -5%
TPA
829
Trivium Point Advisory
Connecticut
$1.03M +$1.03M +2,912 New
CAG
830
Csenge Advisory Group
Florida
$1.03M -$185K -523 -15%
VCA
831
Verdence Capital Advisors
Maryland
$1.02M +$258K +725 +34%
WP
832
WealthSource Partners
California
$1.02M -$8.89K -25 -0.9%
FDCDDQ
833
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.02M +$566K +1,593 +125%
PCG
834
Prosperity Consulting Group
Maryland
$1.02M -$49.4K -139 -5%
WSFS
835
Wilmington Savings Fund Society
Delaware
$1.02M -$70K -197 -6%
TA
836
TFG Advisers
Michigan
$1.01M +$77.5K +218 +8%
AG
837
Ascent Group
Virginia
$1.01M +$259K +730 +34%
BAM
838
Belpointe Asset Management
Nevada
$1.01M +$136K +384 +16%
SQA
839
Simon Quick Advisors
New Jersey
$1.01M +$1.01M +2,829 New
9WM
840
9258 Wealth Management
Ohio
$1M -$3.2K -9 -0.3%
TWM
841
Thrive Wealth Management
Pennsylvania
$1M +$78.6K +221 +9%
DF
842
Donoghue Forlines
Massachusetts
$1,000K +$1,000K +2,813 New
SIP
843
Stoneridge Investment Partners
Pennsylvania
$987K -$295K -829 -23%
HW
844
Hancock Whitney
Mississippi
$987K -$356 -1 -0%
AWMT
845
AAFMAA Wealth Management & Trust
North Carolina
$976K -$2.27M -6,399 -70%
FNA
846
First National Advisers
Nebraska
$976K +$58.3K +164 +6%
CW
847
Channel Wealth
California
$970K +$970K +2,729 New
O
848
Ossiam
France
$968K -$31M -87,298 -97%
VEA
849
Virtus ETF Advisers
New York
$966K +$966K +2,718 New
DI
850
DFPG Investments
Utah
$965K +$75K +211 +8%