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 %
ECM
926
Exchange Capital Management
Michigan
$738K +$22.4K +63 +3%
GIA
927
Gladstone Institutional Advisory
Florida
$737K -$173K -486 -19%
AWA
928
Aaron Wealth Advisors
Illinois
$736K +$51.5K +145 +8%
MRCM
929
M&R Capital Management
New Jersey
$735K -$49.3K -139 -6%
HCA
930
Harbour Capital Advisors
Virginia
$732K +$136K +385 +23%
SPC
931
Sigma Planning Corp
Michigan
$730K +$265K +744 +57%
ADL
932
Asset Dedication LLC
California
$724K -$52.6K -148 -7%
CA
933
Continuum Advisory
Idaho
$723K +$181K +510 +33%
AWM
934
Aries Wealth Management
Maine
$721K -$50.9K -144 -7%
WAG
935
Windsor Advisory Group
Ohio
$711K -$47.3K -133 -6%
USGIU
936
U.S. Global Investors (USGI)
Texas
$711K
HCM
937
Harvey Capital Management
Florida
$711K
DU
938
Delphia (USA)
Ontario, Canada
$709K -$376K -1,058 -35%
CA
939
Claro Advisors
Massachusetts
$708K +$53.3K +150 +8%
GP
940
Girard Partners
Pennsylvania
$703K +$73.2K +206 +12%
AIA
941
Angeles Investment Advisors
California
$702K +$330K +929 +89%
WAAG
942
Wealth Alliance Advisory Group
Kansas
$700K -$33.8K -95 -5%
TIA
943
Trust Investment Advisors
Indiana
$698K -$7.82K -22 -1%
EF
944
Empowered Funds
Pennsylvania
$695K +$695K +1,956 New
LCWP
945
Legacy Capital Wealth Partners
Arkansas
$693K +$693K +1,950 New
RWM
946
Ritholtz Wealth Management
New York
$691K +$3.55K +10 +0.5%
IW
947
Imprint Wealth
South Carolina
$688K +$688K +1,937 New
WSTAM
948
Wilbanks Smith & Thomas Asset Management
Virginia
$672K -$1.42K -4 -0.2%
LC
949
LCNB Corp
Ohio
$670K -$31.3K -88 -4%
DAC
950
Dividend Assets Capital
South Carolina
$669K