2,076 hedge funds and large institutions have $177B invested in Linde in 2025 Q3 according to their latest regulatory filings, with 161 funds opening new positions, 859 increasing their positions, 716 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

1.61% less ownership

Funds ownership: 81.54%79.93% (-1.6%)

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
2,076
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$575M
Puts
$835M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
2001
Cherry Tree Wealth Management
Minnesota
$15.4K
TFGT
2002
TS Financial Group (TSFG)
Illinois
$15K
AIM
2003
Arcadia Investment Management
Michigan
$14.7K
POIA
2004
Pin Oak Investment Advisors
Texas
$14.7K
FLP
2005
Financial Life Planners
Arizona
$14.2K
SFCL
2006
Strengthening Families & Communities LLC
Massachusetts
$14K
QWM
2007
Quaker Wealth Management
New Jersey
$13.8K
BHWM
2008
Beaird Harris Wealth Management
Texas
$13.8K
TCM
2009
TD Capital Management
Tennessee
$13.4K
PMFA
2010
Plante Moran Financial Advisors
Michigan
$13.3K
GEA
2011
Glen Eagle Advisors
New Jersey
$12.7K
EWP
2012
Elevation Wealth Partners
California
$12.3K
FWA
2013
Flagship Wealth Advisors
Massachusetts
$12.3K
PP
2014
Pacifica Partners
Canada
$12.1K
KFP
2015
Keener Financial Planning
Texas
$12K
DPW
2016
DiNuzzo Private Wealth
Pennsylvania
$12K
AIM
2017
Access Investment Management
Georgia
$11.4K
PIS
2018
POM Investment Strategies
North Carolina
$11.4K
PS
2019
Pinney & Scofield
Massachusetts
$10.9K
T
2020
Tidemark
California
$9.99K
LFA
2021
LGT Financial Advisors
Texas
$9.97K
TPBG
2022
Turning Point Benefit Group
Maryland
$9.8K
HWM
2023
HighMark Wealth Management
Minnesota
$9.5K
IWM
2024
IMG Wealth Management
Florida
$9.5K
CWM
2025
Copia Wealth Management
Oregon
$9.5K