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 %
CCWM
1201
Cassaday & Co Wealth Management
Virginia
$277K +$2.11K +6 +0.8%
BFA
1202
Bragg Financial Advisors
North Carolina
$276K
EFSCE
1203
Enterprise Financial Services Corp (EFSC)
Missouri
$276K +$7.82K +22 +3%
APWM
1204
Argonautica Private Wealth Management
Massachusetts
$275K -$60.1K -169 -18%
AO
1205
Advisor OS
Illinois
$275K +$4.62K +13 +2%
NCM
1206
Northside Capital Management
Oregon
$274K -$18.1K -51 -6%
PL
1207
Plancorp LLC
Missouri
$273K
RVPG
1208
Relative Value Partners Group
$273K
SCM
1209
Schnieders Capital Management
California
$273K
GWS
1210
Glassman Wealth Services
Virginia
$271K +$10.3K +29 +4%
PBO
1211
Peoples Bank (Ohio)
Ohio
$270K -$77.5K -218 -22%
RWA
1212
Rooted Wealth Advisors
Illinois
$270K
C
1213
Certuity
Florida
$268K +$711 +2 +0.3%
FW
1214
FirstPurpose Wealth
Utah
$267K +$15.3K +43 +6%
IC
1215
Inscription Capital
Texas
$264K
ATPW
1216
Ashton Thomas Private Wealth
Arizona
$263K +$263K +746 New
SBIA
1217
Sheaff Brock Investment Advisors
Indiana
$261K +$355 +1 +0.1%
HIA
1218
Harbor Investment Advisory
Maryland
$260K +$55.1K +155 +27%
FTC
1219
Farmers Trust Company
Ohio
$259K
RFA
1220
Resurgent Financial Advisors
Georgia
$259K +$28.8K +81 +12%
PWM
1221
Palumbo Wealth Management
New York
$259K +$1.06K +3 +0.4%
XT
1222
XTX Topco
Cayman Islands
$259K +$259K +729 New
RG
1223
Renaissance Group
Kentucky
$259K -$8.18K -23 -3%
AAM
1224
Aureus Asset Management
Massachusetts
$255K +$255K +718 New
TA
1225
TrueWealth Advisors
Alabama
$253K