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 %
CM
1926
Capula Management
Cayman Islands
$43.2K -$190K -406 -82%
CIAM
1927
Caitong International Asset Management
Hong Kong
$43.2K -$92.4K -197 -68%
CI
1928
Clal Insurance
Israel
$43K -$8.51K -18 -17%
AWM
1929
Activest Wealth Management
Florida
$42.7K -$12.7K -27 -23%
HBW
1930
Hazlett, Burt & Watson
West Virginia
$41K
RFG
1931
REAP Financial Group
Texas
$40.8K
VWA
1932
Valued Wealth Advisors
Utah
$38.6K
RWS
1933
Retirement Wealth Solutions
Wisconsin
$38.5K
AW
1934
Avion Wealth
Texas
$38K +$8.91K +19 +31%
JFA
1935
JNBA Financial Advisors
Minnesota
$37.1K
SIC
1936
SJS Investment Consulting
Ohio
$36.3K -$4.25K -9 -10%
MSWA
1937
Marshall & Sterling Wealth Advisors
New York
$35.3K +$464 +1 +1%
AP
1938
Aspect Partners
Virginia
$35.2K -$12.7K -27 -26%
PFG
1939
Putney Financial Group
California
$35.2K
FWM
1940
FSA Wealth Management
Massachusetts
$33.3K -$5.16K -11 -13%
AWM
1941
Abound Wealth Management
Tennessee
$33K +$944 +2 +3%
KA
1942
Kozak & Associates
Colorado
$33K -$12.7K -27 -28%
BA
1943
Bellwether Advisors
Nebraska
$32.4K +$23.5K +50 +263%
AEPWM
1944
Atlantic Edge Private Wealth Management
Florida
$31.9K
UCB
1945
United Community Bank
South Carolina
$31K
CIAS
1946
CBIZ Investment Advisory Services
Ohio
$30K +$5.63K +12 +23%
1IA
1947
1620 Investment Advisors
Massachusetts
$28.6K +$9.05K +19 +46%
W
1948
WealthCollab
Washington
$28.2K
BWL
1949
Bogart Wealth LLC
Virginia
$26.7K -$8.45K -18 -24%
NAAA
1950
New Age Alpha Advisors
New York
$25.3K -$17.4K -37 -41%