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2,124 hedge funds and large institutions have $164B invested in Linde in 2025 Q4 according to their latest regulatory filings, with 270 funds opening new positions, 716 increasing their positions, 873 reducing their positions, and 210 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 270 | Existing positions closed: 210

1.64% more ownership

Funds ownership: 80.33%81.97% (+1.6%)

3% more call options, than puts

Call options by funds: $922M | Put options by funds: $894M

1% more funds holding

Funds holding: 2,1122,124 (+12)

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: 716 | Existing positions reduced: 873

Holders
2,124
Holders Change
+12
Holders Change %
+0.57%
% of All Funds
25.85%
Holding in Top 10
49
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.91%
% of All Funds
0.6%
New
270
Increased
716
Reduced
873
Closed
210
Calls
$922M
Puts
$894M
Net Calls
+$28.5M
Net Calls Change
+$288M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
2026
Ankerstar Wealth
Texas
$13.2K +$13.3K +31 New
EWP
2027
Elevation Wealth Partners
California
$12.8K +$1.71K +4 +15%
LWMI
2028
Legacy Wealth Management (Idaho)
Idaho
$12.4K +$9K +21 +263%
SIP
2029
Sellwood Investment Partners
Oregon
$11.9K -$2.57K -6 -18%
BHWM
2030
Beaird Harris Wealth Management
Texas
$11.9K -$428 -1 -3%
Q1WB
2031
Quest 10 Wealth Builders
Virginia
$11.8K +$6K +14 +100%
CIAS
2032
CBIZ Investment Advisory Services
Ohio
$11.5K -$18.8K -44 -62%
QWM
2033
Quaker Wealth Management
New Jersey
$11.5K -$857 -2 -7%
FIM
2034
FWL Investment Management
Texas
$11.5K +$11.6K +27 New
RA
2035
Ransom Advisory
Rhode Island
$11.5K +$11.6K +27 New
AIM
2036
Access Investment Management
Georgia
$11.4K
PP
2037
Pacifica Partners
Canada
$11.2K
RS
2038
Rakuten Securities
Japan
$11.1K +$6K +14 +117%
TFGT
2039
TS Financial Group (TSFG)
Illinois
$11K -$3K -7 -21%
TWD
2040
True Wealth Design
Ohio
$10.7K -$13.3K -31 -55%
WTA
2041
Washington Trust Advisors
Massachusetts
$10.7K -$6.43K -15 -38%
DPW
2042
DiNuzzo Private Wealth
Pennsylvania
$10.7K
PIS
2043
POM Investment Strategies
North Carolina
$10.3K
LWM
2044
Lodestone Wealth Management
Washington
$10.2K +$10.3K +24 New
CTWM
2045
Cherry Tree Wealth Management
Minnesota
$10K -$3.85K -9 -27%
GEA
2046
Glen Eagle Advisors
New Jersey
$9.88K -$1.71K -4 -15%
BFS
2047
Bare Financial Services
Pennsylvania
$9.81K -$9.85K -23 -50%
PS
2048
Pinney & Scofield
Massachusetts
$9.81K
IAS
2049
IMA Advisory Services
Colorado
$9.81K +$8.14K +19 +475%
ME
2050
McIlrath & Eck
Washington
$9.38K +$9.42K +22 New