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
27.67%
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 %
SHGA
1501
Sand Hill Global Advisors
California
$372K +$8.45K +18 +2%
CA
1502
Claro Advisors
Massachusetts
$370K -$726K -1,548 -66%
FWA
1503
FSM Wealth Advisors
Ohio
$370K +$47.9K +102 +15%
BAM
1504
Berkshire Asset Management
Pennsylvania
$370K -$49.3K -105 -12%
CP
1505
Canopy Partners
Ohio
$370K +$10.3K +22 +3%
OTL
1506
Oak Thistle LLC
New York
$369K +$369K +787 New
RWP
1507
Revolve Wealth Partners
New Jersey
$367K -$2.35K -5 -0.6%
CIC
1508
Crawford Investment Counsel
Georgia
$366K +$78.4K +167 +27%
EFA
1509
Evernest Financial Advisors
Indiana
$365K +$85.9K +183 +31%
IIM
1510
InTrack Investment Management
Vermont
$364K +$364K +776 New
SMA
1511
Seven Mile Advisory
New Jersey
$363K -$19.7K -42 -5%
CFP
1512
Cascade Financial Partners
California
$363K
RFN
1513
RDA Financial Network
Iowa
$361K -$8.92K -19 -2%
NJIM
1514
Nabity-Jensen Investment Management
Nebraska
$361K +$1.41K +3 +0.4%
SSC
1515
Syverson Strege & Co
Iowa
$361K +$361K +769 New
CWG
1516
Cornerstone Wealth Group
North Carolina
$361K +$56.7K +121 +19%
NWAG
1517
Net Worth Advisory Group
Utah
$361K +$1.88K +4 +0.5%
LA
1518
Latitude Advisors
Florida
$356K -$938 -2 -0.3%
CPRC
1519
Consolidated Portfolio Review Corp
New York
$355K -$1.41K -3 -0.4%
PBO
1520
Peoples Bank (Ohio)
Ohio
$355K -$9.85K -21 -3%
RWA
1521
Rooted Wealth Advisors
Illinois
$355K +$2.34K +5 +0.7%
MSAM
1522
Moloney Securities Asset Management
Missouri
$352K -$4.69K -10 -1%
HWMO
1523
Heritage Wealth Management (Ohio)
Ohio
$352K -$77.4K -165 -18%
PHS
1524
Pekin Hardy Strauss
Illinois
$351K
LW
1525
Linscomb Wealth
Texas
$350K -$157K -335 -31%