2,096 hedge funds and large institutions have $164B invested in Linde in 2025 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 712 increasing their positions, 869 reducing their positions, and 209 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $178B → $164B (-$14.2B)

11% less funds holding in top 10

Funds holding in top 10: 5549 (-6)

18% less repeat investments, than reductions

Existing positions increased: 712 | Existing positions reduced: 869

Holders
2,096
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$922M
Puts
$893M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AW
2001
Ankerstar Wealth
Texas
$13.2K
EWP
2002
Elevation Wealth Partners
California
$12.8K
LWMI
2003
Legacy Wealth Management (Idaho)
Idaho
$12.4K
SIP
2004
Sellwood Investment Partners
Oregon
$11.9K
BHWM
2005
Beaird Harris Wealth Management
Texas
$11.9K
Q1WB
2006
Quest 10 Wealth Builders
Virginia
$11.8K
CIAS
2007
CBIZ Investment Advisory Services
Ohio
$11.5K
QWM
2008
Quaker Wealth Management
New Jersey
$11.5K
RA
2009
Ransom Advisory
Rhode Island
$11.5K
FIM
2010
FWL Investment Management
Texas
$11.5K
AIM
2011
Access Investment Management
Georgia
$11.4K
PP
2012
Pacifica Partners
Canada
$11.2K
RS
2013
Rakuten Securities
Japan
$11.1K
TFGT
2014
TS Financial Group (TSFG)
Illinois
$11K
TWD
2015
True Wealth Design
Ohio
$10.7K
WTA
2016
Washington Trust Advisors
Massachusetts
$10.7K
DPW
2017
DiNuzzo Private Wealth
Pennsylvania
$10.7K
PIS
2018
POM Investment Strategies
North Carolina
$10.3K
LWM
2019
Lodestone Wealth Management
Washington
$10.2K
CTWM
2020
Cherry Tree Wealth Management
Minnesota
$10K
GEA
2021
Glen Eagle Advisors
New Jersey
$9.88K
BFS
2022
Bare Financial Services
Pennsylvania
$9.81K
PS
2023
Pinney & Scofield
Massachusetts
$9.81K
IAS
2024
IMA Advisory Services
Colorado
$9.81K
ME
2025
McIlrath & Eck
Washington
$9.38K