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 %
OW
1251
Olistico Wealth
Oklahoma
$236K
KF
1252
Krilogy Financial
Missouri
$236K +$11.4K +32 +5%
IGWM
1253
ICA Group Wealth Management
Colorado
$235K +$6.76K +19 +3%
WCAMG
1254
Woodard & Company Asset Management Group
North Carolina
$235K
LCS
1255
Levin Capital Strategies
New York
$235K
BA
1256
Ballast Advisors
Minnesota
$235K +$5.69K +16 +2%
WIC
1257
Woodmont Investment Counsel
Tennessee
$233K +$233K +656 New
FWM
1258
Forza Wealth Management
Florida
$233K +$233K +656 New
BLC
1259
Brown, Lisle/Cummings
Rhode Island
$231K
FMP
1260
Financial Management Professionals
Texas
$230K +$96.8K +272 +73%
DMBA
1261
Deseret Mutual Benefit Administrators
Utah
$229K -$7.11K -20 -3%
CC
1262
Callan Capital
California
$228K
BWA
1263
BlueSky Wealth Advisors
North Carolina
$227K -$14.2K -40 -6%
SSWG
1264
Seven Springs Wealth Group
Tennessee
$227K
DAM
1265
Delta Asset Management
Tennessee
$227K -$35.5K -100 -14%
FC
1266
Financial Consulate
Maryland
$226K +$3.91K +11 +2%
BWM
1267
BigSur Wealth Management
Florida
$225K -$14.2K -40 -6%
CFS
1268
CRA Financial Services
New Jersey
$224K
RFN
1269
RDA Financial Network
Iowa
$223K -$4.27K -12 -2%
SAM
1270
SignalPoint Asset Management
Missouri
$223K
WDA
1271
Wendell David Associates
New Hampshire
$222K
BST
1272
Bath Savings Trust
Maine
$222K
IA
1273
IFG Advisory
Georgia
$221K
AA
1274
ALPS Advisors
Colorado
$220K -$5.33K -15 -2%
PGA
1275
Portland Global Advisors
Maine
$220K