2,105 hedge funds and large institutions have $164B invested in Linde in 2025 Q4 according to their latest regulatory filings, with 258 funds opening new positions, 714 increasing their positions, 870 reducing their positions, and 210 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $178B → $164B (-$14.2B)

11% less funds holding in top 10

Funds holding in top 10: 5549 (-6)

18% less repeat investments, than reductions

Existing positions increased: 714 | Existing positions reduced: 870

Holders
2,105
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$922M
Puts
$894M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RTL
2001
Red Tortoise LLC
Georgia
$14.9K
MEG
2002
Millstone Evans Group
Colorado
$14.9K
CFP
2003
Comprehensive Financial Planning
Pennsylvania
$14.7K
AIM
2004
Arcadia Investment Management
Michigan
$14.5K
GTAM
2005
Global Trust Asset Management
Florida
$14.5K
FCAS
2006
First Command Advisory Services
Texas
$14.1K
IW
2007
Imprint Wealth
South Carolina
$13.6K
AW
2008
Ankerstar Wealth
Texas
$13.2K
EWP
2009
Elevation Wealth Partners
California
$12.8K
LWMI
2010
Legacy Wealth Management (Idaho)
Idaho
$12.4K
SIP
2011
Sellwood Investment Partners
Oregon
$11.9K
BHWM
2012
Beaird Harris Wealth Management
Texas
$11.9K
Q1WB
2013
Quest 10 Wealth Builders
Virginia
$11.8K
CIAS
2014
CBIZ Investment Advisory Services
Ohio
$11.5K
QWM
2015
Quaker Wealth Management
New Jersey
$11.5K
FIM
2016
FWL Investment Management
Texas
$11.5K
RA
2017
Ransom Advisory
Rhode Island
$11.5K
AIM
2018
Access Investment Management
Georgia
$11.4K
PP
2019
Pacifica Partners
Canada
$11.2K
RS
2020
Rakuten Securities
Japan
$11.1K
TFGT
2021
TS Financial Group (TSFG)
Illinois
$11K
TWD
2022
True Wealth Design
Ohio
$10.7K
WTA
2023
Washington Trust Advisors
Massachusetts
$10.7K
DPW
2024
DiNuzzo Private Wealth
Pennsylvania
$10.7K
PIS
2025
POM Investment Strategies
North Carolina
$10.3K