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2,062 hedge funds and large institutions have $182B invested in Linde in 2025 Q1 according to their latest regulatory filings, with 206 funds opening new positions, 833 increasing their positions, 721 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 121

24% more funds holding in top 10

Funds holding in top 10: 6277 (+15)

16% more repeat investments, than reductions

Existing positions increased: 833 | Existing positions reduced: 721

11% more capital invested

Capital invested by funds: $163B → $182B (+$18.4B)

3% more funds holding

Funds holding: 2,0062,062 (+56)

0.14% more ownership

Funds ownership: 81.9%82.04% (+0.14%)

0% less call options, than puts

Call options by funds: $830M | Put options by funds: $833M

Holders
2,062
Holders Change
+56
Holders Change %
+2.79%
% of All Funds
27.65%
Holding in Top 10
77
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+24.19%
% of All Funds
1.03%
New
206
Increased
833
Reduced
721
Closed
121
Calls
$830M
Puts
$833M
Net Calls
-$3.22M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Change in
Stake
PGCM
1601
Prescott Group Capital Management
Oklahoma
$285K +$275K +611 New
SLC
1602
Second Line Capital
Louisiana
$284K +$11.7K +26 +4%
ETS
1603
ESL Trust Services
New York
$284K
SFWA
1604
Summit Financial Wealth Advisors
Louisiana
$283K
WPP
1605
Whalerock Point Partners
Rhode Island
$283K
SWIM
1606
Smallwood Wealth Investment Management
New Jersey
$282K -$9.9K -22 -4%
PFA
1607
Pure Financial Advisors
California
$281K +$271K +603 New
SFS
1608
Stiles Financial Services
Minnesota
$280K -$12.6K -28 -4%
CWA
1609
Canvas Wealth Advisors
Kansas
$280K +$7.65K +17 +3%
AWAP
1610
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$279K
BA
1611
Ballast Advisors
Minnesota
$279K
FCCM
1612
First City Capital Management
Georgia
$279K
IA
1613
IAM Advisory
Pennsylvania
$279K
SCA
1614
Sulzberger Capital Advisors
Florida
$279K
TWA
1615
Talisman Wealth Advisors
New Jersey
$279K
EFA
1616
Evernest Financial Advisors
Indiana
$277K +$267K +594 New
NCTC
1617
New Covenant Trust Company
Indiana
$276K -$27.5K -61 -9%
AL
1618
Aspiriant LLC
California
$276K -$22.1K -49 -8%
OWP
1619
Obermeyer Wealth Partners
Colorado
$273K -$81.5K -181 -24%
ABWM
1620
Alpine Bank Wealth Management
Colorado
$273K +$264K +586 New
EC
1621
EdgeRock Capital
Colorado
$271K +$35.6K +79 +16%
GDP
1622
Great Diamond Partners
Maine
$271K -$17.1K -38 -6%
HFS
1623
Hoge Financial Services
Pennsylvania
$268K +$9.9K +22 +4%
PK
1624
Pflug Koory
Nebraska
$268K
AC
1625
Apella Capital
Connecticut
$267K +$270K +600 New