2,035 hedge funds and large institutions have $178B invested in Linde in 2025 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 820 increasing their positions, 711 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,035
Holders Change
+48
Holders Change %
+2.42%
% 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
1.05%
New
204
Increased
820
Reduced
711
Closed
122
Calls
$830M
Puts
$833M
Net Calls
-$3.22M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Shares
Change %
LIM
2001
Longfellow Investment Management
Massachusetts
$4.66K
BFS
2002
Bare Financial Services
Pennsylvania
$4.66K +$4.66K +10 New
CSB
2003
City State Bank
Iowa
$4.19K
PS
2004
PayPay Securities
Japan
$4.11K -$2.05K -4 -33%
FPB
2005
First PREMIER Bank
South Dakota
$4K
GJIA
2006
Glass Jacobson Investment Advisors
Maryland
$3.77K
BFS
2007
Burkett Financial Services
South Carolina
$3.74K
LWMI
2008
Legacy Wealth Management (Idaho)
Idaho
$3.73K
FUBT
2009
First United Bank & Trust
Maryland
$3.73K
NL
2010
NVWM LLC
Pennsylvania
$3.73K +$2.33K +5 +167%
SFA
2011
Semmax Financial Advisors
North Carolina
$3.62K +$3.62K +8 New
HWM
2012
Horizons Wealth Management
North Carolina
$3.26K
EWA
2013
EQ Wealth Advisors
Texas
$3.26K +$3.26K +7 New
RWM
2014
Rialto Wealth Management
New York
$2.79K +$1.4K +3 +100%
TC
2015
Truvestments Capital
Florida
$2.79K +$2.79K +6 New
ACA
2016
American Capital Advisory
Idaho
$2.79K +$2.79K +6 New
AAG
2017
Accordant Advisory Group
Maryland
$2.33K +$2.33K +5 New
PWM
2018
Parkworth Wealth Management
California
$2.33K
MBFW
2019
Morton Brown Family Wealth
Pennsylvania
$2.33K
KWM
2020
Kiker Wealth Management
Georgia
$2.33K +$2.33K +5 New
PA
2021
PSI Advisors
Florida
$1.86K
HIA
2022
HFM Investment Advisors
New Jersey
$1.86K +$1.86K +4 New
GP
2023
Greenline Partners
New York
$1.86K +$1.86K +4 New
CVM
2024
Cheviot Value Management
California
$1.81K +$1.81K +4 New
RS
2025
Rakuten Securities
Japan
$1.4K -$27.9K -60 -95%