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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
HBW
1926
Hazlett, Burt & Watson
West Virginia
$41K
RFG
1927
REAP Financial Group
Texas
$40.5K -$4.5K -10 -10%
SIC
1928
SJS Investment Consulting
Ohio
$40.2K -$450 -1 -1%
LWANC
1929
Laurel Wealth Advisors (North Carolina)
North Carolina
$39.6K
VWA
1930
Valued Wealth Advisors
Utah
$38.3K +$450 +1 +1%
RWS
1931
Retirement Wealth Solutions
Wisconsin
$38.2K
FWM
1932
FSA Wealth Management
Massachusetts
$38.2K +$16.2K +36 +78%
DWM
1933
Darwin Wealth Management
Florida
$37K
JFA
1934
JNBA Financial Advisors
Minnesota
$36.8K
RAM
1935
Riggs Asset Management
Pennsylvania
$36.3K -$37.8K -84 -52%
PFG
1936
Putney Financial Group
California
$34.9K
BWL
1937
Bogart Wealth LLC
Virginia
$34.9K +$9.9K +22 +42%
MSWA
1938
Marshall & Sterling Wealth Advisors
New York
$34.9K -$10.4K -23 -23%
AWM
1939
Abound Wealth Management
Tennessee
$31.9K -$10.4K -23 -25%
GA
1940
GoalVest Advisory
New York
$31.7K +$1.35K +3 +5%
AEPWM
1941
Atlantic Edge Private Wealth Management
Florida
$31.7K +$9K +20 +42%
UCB
1942
United Community Bank
South Carolina
$30.7K +$29.7K +66 New
W
1943
WealthCollab
Washington
$27.9K
LI
1944
Louisbourg Investments
New Brunswick, Canada
$27.9K
FPF
1945
First Pacific Financial
Washington
$25.6K -$900 -2 -4%
AW
1946
Avion Wealth
Texas
$25K
T
1947
Transce3nd
Texas
$24.7K -$158K -350 -87%
First Eagle Investment Management
1948
First Eagle Investment Management
New York
$24.7K
NC
1949
North Capital
Utah
$24.7K +$23.9K +53 New
TFA
1950
Toth Financial Advisory
Virginia
$24.2K +$15.8K +35 +206%