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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
CWP
2001
Clark Wealth Partners
Illinois
$11.2K +$7.65K +17 +243%
PS
2002
Pinney & Scofield
Massachusetts
$10.7K
RWM
2003
Ruedi Wealth Management
Illinois
$10.7K
CIA
2004
Cape Investment Advisory
Georgia
$10.2K -$1.8K -4 -15%
DWM
2005
Dogwood Wealth Management
Kansas
$10.2K +$9.9K +22 New
RI
2006
Ridgewood Investments
New Jersey
$10.2K +$9.9K +22 New
CWM
2007
Copia Wealth Management
Oregon
$9.31K
BA
2008
Bellwether Advisors
Nebraska
$8.85K
LAM
2009
Lummis Asset Management
Texas
$8.85K
YP
2010
YANKCOM Partnership
South Dakota
$8.85K +$8.55K +19 New
RJA
2011
Ross\Johnson & Associates
Minnesota
$8.38K +$8.1K +18 New
DF
2012
DecisionPoint Financial
Arizona
$7.92K
HHGA
2013
Halbert Hargrove Global Advisors
California
$7.92K +$7.65K +17 New
FCAS
2014
First Command Advisory Services
Texas
$7.45K +$7.2K +16 New
Q1WB
2015
Quest 10 Wealth Builders
Virginia
$7.29K +$1.35K +3 +23%
FMTCOCP
2016
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
MDA
2017
Minot DeBlois Advisors
Massachusetts
$6.99K -$9K -20 -57%
BFPW
2018
BOK Financial Private Wealth
Colorado
$6.99K -$3.6K -8 -35%
BHWM
2019
Beaird Harris Wealth Management
Texas
$6.99K
T
2020
Tidemark
California
$6.99K
PWA
2021
Principia Wealth Advisory
Texas
$6.69K +$4.5K +10 +200%
PCTC
2022
Perkins Coie Trust Company
Washington
$6.52K
NWMP
2023
Noble Wealth Management PBC
Colorado
$6.05K
AFS
2024
Anderson Financial Strategies
Ohio
$6.05K +$5.4K +12 +1,200%
HWA
2025
Heritage Wealth Advisors
Virginia
$5.59K -$7.65K -17 -59%