2,063 hedge funds and large institutions have $180B invested in Linde in 2025 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 870 increasing their positions, 718 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,063
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
155
Increased
870
Reduced
718
Closed
95
Calls
$638M
Puts
$713M
Net Calls
-$75.1M
Net Calls Change
-$71.9M
Name Holding Trade Value Shares
Change
Shares
Change %
TFGT
2001
TS Financial Group (TSFG)
Illinois
$12K
BHWM
2002
Beaird Harris Wealth Management
Texas
$11.7K +$4.69K +10 +67%
MAWAG
2003
Mid-American Wealth Advisory Group
Missouri
$11.7K +$11.7K +25 New
AIM
2004
Access Investment Management
Georgia
$11.3K +$11.3K +24 New
PS
2005
Pinney & Scofield
Massachusetts
$10.8K
LFA
2006
LGT Financial Advisors
Texas
$9.89K +$9.89K +21 New
T
2007
Tidemark
California
$9.86K +$2.82K +6 +40%
YP
2008
YANKCOM Partnership
South Dakota
$9.85K +$938 +2 +11%
DF
2009
DecisionPoint Financial
Arizona
$9.54K +$1.43K +3 +18%
HWM
2010
HighMark Wealth Management
Minnesota
$9.38K -$2.82K -6 -23%
CWM
2011
Copia Wealth Management
Oregon
$9.38K
IWM
2012
IMG Wealth Management
Florida
$9.38K +$9.38K +20 New
LAM
2013
Lummis Asset Management
Texas
$8.91K
PWA
2014
Principia Wealth Advisory
Texas
$8.91K +$1.88K +4 +27%
DWA
2015
Delos Wealth Advisors
Texas
$8.45K +$8.45K +18 New
GCM
2016
Gables Capital Management
Florida
$8.45K -$230K -490 -96%
FMTCOCP
2017
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K
PP
2018
PFS Partners
New Jersey
$7.98K +$7.98K +17 New
FCAS
2019
First Command Advisory Services
Texas
$7.51K
RWM
2020
Rialto Wealth Management
New York
$7.51K +$4.69K +10 +167%
BFPW
2021
BOK Financial Private Wealth
Colorado
$7.04K
MDA
2022
Minot DeBlois Advisors
Massachusetts
$7.04K
PWM
2023
Parkworth Wealth Management
California
$7.04K +$4.69K +10 +200%
STB
2024
S&T Bank
Pennsylvania
$7.04K +$5.63K +12 +400%
PCTC
2025
Perkins Coie Trust Company
Washington
$6.57K