1,845 hedge funds and large institutions have $169B invested in Linde in 2024 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 769 increasing their positions, 645 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,845
Holders Change
-2
Holders Change %
-0.11%
% of All Funds
26.83%
Holding in Top 10
62
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-24.39%
% of All Funds
0.9%
New
128
Increased
769
Reduced
645
Closed
105
Calls
$984M
Puts
$1.07B
Net Calls
-$86.9M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LAS
1601
Lloyd Advisory Services
Georgia
$205K +$205K +466 New
PWM
1602
PBMares Wealth Management
Virginia
$204K +$2.63K +6 +1%
DWM
1603
Dogwood Wealth Management
Kansas
$204K +$101K +231 +99%
PHWM
1604
Pine Harbor Wealth Management
Maryland
$203K
1WM
1605
1858 Wealth Management
Ohio
$202K -$21.9K -50 -10%
BCMLT
1606
Beacon Capital Management LLC (Tennessee)
Tennessee
$201K +$13.2K +30 +7%
GWM
1607
GSB Wealth Management
Connecticut
$201K
ML
1608
Mayport LLC
Massachusetts
$201K
GFA
1609
Gallagher Fiduciary Advisors
Illinois
$201K +$201K +457 New
WTA
1610
Washington Trust Advisors
Massachusetts
$201K -$43.9K -100 -18%
CAL
1611
Capital Advisors Ltd
Ohio
$195K +$10.5K +24 +6%
OWA
1612
Opal Wealth Advisors
New York
$195K -$12.3K -28 -6%
LI
1613
LRI Investments
Florida
$192K +$36K +82 +23%
IGWM
1614
ICA Group Wealth Management
Colorado
$189K -$221K -503 -54%
CFD
1615
Creative Financial Designs
Indiana
$188K +$34.6K +79 +23%
VCM
1616
Versant Capital Management
Arizona
$188K +$60.1K +137 +47%
CTC
1617
Cetera Trust Company
Minnesota
$187K
SS
1618
Sunbelt Securities
Texas
$183K -$12.7K -29 -7%
TFIPS
1619
Towarzystwo Funduszy Inwestycyjnych PZU SA
$182K -$125K -285 -41%
TF
1620
Tompkins Financial
New York
$176K
MCM
1621
MV Capital Management
Maryland
$175K +$4.83K +11 +3%
OC
1622
Oakworth Capital
Alabama
$175K +$91.7K +209 +111%
ZB
1623
Zions Bancorporation
Utah
$173K -$270K -615 -61%
SWM
1624
Sugarloaf Wealth Management
Georgia
$164K +$439 +1 +0.3%
GBT
1625
Grove Bank & Trust
Florida
$155K