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 %
SFS
1176
Stiles Financial Services
Minnesota
$300K +$711 +2 +0.2%
KIA
1177
KLR Investment Advisors
Rhode Island
$299K +$299K +850 New
BEAM
1178
Baker Ellis Asset Management
Washington
$299K +$7.46K +21 +3%
HW
1179
Hamilton Wealth
California
$298K +$10.7K +30 +4%
CWM
1180
C2C Wealth Management
Arizona
$297K -$5.03K -14 -2%
Wealth Enhancement Advisory Services
1181
Wealth Enhancement Advisory Services
Minnesota
$296K +$296K +832 New
FCCM
1182
First City Capital Management
Georgia
$296K
BCFD
1183
Boit C.F. David
$292K
RDWM
1184
Red Door Wealth Management
Tennessee
$291K -$21.3K -60 -7%
BBA
1185
BLB&B Advisors
Pennsylvania
$289K -$5.99K -17 -2%
WHCI
1186
W.H. Cornerstone Investments
Massachusetts
$289K +$289K +813 New
JWM
1187
Janiczek Wealth Management
Colorado
$288K +$3.6K +10 +1%
T
1188
TRUADVICE
Florida
$288K +$288K +779 New
LWP
1189
Lumature Wealth Partners
Georgia
$288K
HHGA
1190
Halbert Hargrove Global Advisors
California
$287K +$27K +76 +10%
OWA
1191
One Wealth Advisors
California
$286K -$355 -1 -0.1%
BEI
1192
Benjamin Edwards Inc
Missouri
$285K +$13K +37 +5%
FFP
1193
FourThought Financial Partners
Florida
$285K -$61.9K -174 -18%
S
1194
SimplyRich
California
$284K +$3.2K +9 +1%
CPRC
1195
Consolidated Portfolio Review Corp
New York
$284K +$284K +799 New
HPM
1196
Hoxton Planning & Management
West Virginia
$284K +$4.62K +13 +2%
WC
1197
Woodstock Corp
Massachusetts
$282K
AA
1198
Ancora Advisors
Ohio
$281K -$1.42K -4 -0.5%
WHG
1199
Westwood Holdings Group
Texas
$279K -$32.7K -92 -10%
VT
1200
Vise Technologies
New York
$278K +$278K +782 New