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2,113 hedge funds and large institutions have $178B invested in Linde in 2025 Q3 according to their latest regulatory filings, with 163 funds opening new positions, 876 increasing their positions, 731 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 113

20% more repeat investments, than reductions

Existing positions increased: 876 | Existing positions reduced: 731

1% more funds holding

Funds holding: 2,0972,113 (+16)

1% less capital invested

Capital invested by funds: $181B → $178B (-$2.58B)

1.46% less ownership

Funds ownership: 81.78%80.33% (-1.5%)

19% less funds holding in top 10

Funds holding in top 10: 6855 (-13)

31% less call options, than puts

Call options by funds: $575M | Put options by funds: $835M

Holders
2,113
Holders Change
+16
Holders Change %
+0.76%
% of All Funds
27.73%
Holding in Top 10
55
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-19.12%
% of All Funds
0.72%
New
163
Increased
876
Reduced
731
Closed
113
Calls
$575M
Puts
$835M
Net Calls
-$259M
Net Calls Change
-$184M
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
2001
Kerr Financial Planning
California
$25.7K +$28.9K +61 New
NAAA
2002
New Age Alpha Advisors
New York
$25.6K
DWM
2003
Darwin Wealth Management
Florida
$25.5K
FPF
2004
First Pacific Financial
Washington
$25.3K +$947 +2 +4%
HWP
2005
Highline Wealth Partners
California
$24.7K +$8.99K +19 +58%
TFA
2006
Toth Financial Advisory
Virginia
$24.7K
EWM
2007
Evolution Wealth Management
Florida
$23.8K
LI
2008
Louisbourg Investments
New Brunswick, Canada
$23.8K
DWM
2009
Dogwood Wealth Management
Kansas
$23.8K +$4.73K +10 +25%
PWA
2010
Provenance Wealth Advisors
Florida
$22.3K
PCM
2011
Perritt Capital Management
Illinois
$22.2K +$473 +1 +2%
CWM
2012
Cranbrook Wealth Management
Michigan
$21.9K
BFS
2013
Bare Financial Services
Pennsylvania
$21.9K +$4.73K +10 +28%
OPTFSNA
2014
Old Point Trust & Financial Services N A
Virginia
$21.4K
TC
2015
Tacita Capital
Ontario, Canada
$21.4K
IRC
2016
Investors Research Corp
Georgia
$19.5K
SCA
2017
Stuart Chaussee & Associates
California
$19.5K
WWM
2018
Wolff Wiese Magana
California
$19.5K
BFPW
2019
BOK Financial Private Wealth
Colorado
$19.5K +$12.3K +26 +173%
WAG
2020
Wiser Advisor Group
Arizona
$19.4K +$19.4K +41 New
WTA
2021
Washington Trust Advisors
Massachusetts
$19K
LIA
2022
Luken Investment Analytics
Tennessee
$18.5K
MNA
2023
Manning & Napier Advisors
New York
$18.5K +$18.5K +39 New
JGIA
2024
Jackson Grant Investment Advisers
Connecticut
$18.1K
TTIC
2025
Tower Trust & Investment Company
Iowa
$18.1K