2,064 hedge funds and large institutions have $180B invested in Linde in 2025 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 870 increasing their positions, 718 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,064
Holders Change
+28
Holders Change %
+1.38%
% of All Funds
27.66%
Holding in Top 10
68
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.69%
% of All Funds
0.91%
New
156
Increased
870
Reduced
718
Closed
96
Calls
$638M
Puts
$713M
Net Calls
-$75.1M
Net Calls Change
-$71.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
1001
Marion Wealth Management
Pennsylvania
$1.38M +$1.38M +2,937 New
MWM
1002
Meridian Wealth Management
Kentucky
$1.37M -$45K -96 -3%
PCP
1003
Proficio Capital Partners
Massachusetts
$1.37M +$152K +323 +12%
WFI
1004
West Family Investments
California
$1.36M +$419K +893 +44%
LF
1005
Lee Financial
Texas
$1.35M +$134K +286 +11%
TNB
1006
Thomasville National Bank
Georgia
$1.35M
MI
1007
Motiv8 Investments
Florida
$1.34M +$143K +305 +12%
MT
1008
Midwest Trust
Kansas
$1.34M +$1.34M +2,849 New
SB
1009
Strategic Blueprint
Georgia
$1.33M +$60.1K +128 +5%
WIA
1010
World Investment Advisors
California
$1.33M +$345K +735 +35%
MMPW
1011
Mitchell McLeod Pugh & Williams
Alabama
$1.33M +$27.7K +59 +2%
BWIA
1012
Bryant Woods Investment Advisors
New York
$1.33M +$3.28K +7 +0.2%
CI
1013
Conning Inc
Connecticut
$1.33M -$70.8K -151 -5%
FGA
1014
Fortis Group Advisors
New Jersey
$1.33M
CAMG
1015
CWA Asset Management Group
Florida
$1.32M +$16K +34 +1%
CI
1016
CX Institutional
Indiana
$1.32M -$20.6K -44 -2%
PP
1017
Patten & Patten
Tennessee
$1.31M -$211K -450 -14%
MFG
1018
Monte Financial Group
Connecticut
$1.31M +$141K +300 +12%
NG
1019
Norden Group
Utah
$1.31M +$654K +1,393 +100%
ZF
1020
Zhang Financial
Michigan
$1.3M +$469 +1 +0%
ADL
1021
Asset Dedication LLC
California
$1.3M -$1.88K -4 -0.1%
MWM
1022
Mission Wealth Management
California
$1.3M +$46K +98 +4%
APSI
1023
Asset Planning Services Inc
Louisiana
$1.29M -$4.69K -10 -0.4%
SWIG
1024
Strategic Wealth Investment Group
Kentucky
$1.29M +$79.3K +169 +7%
CWS
1025
Confluence Wealth Services
Pennsylvania
$1.29M +$5.16K +11 +0.4%