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Lindblad Expeditions
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Overview Fund Activity

162 hedge funds and large institutions have $431M invested in Lindblad Expeditions in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
69
Reduced
41
Closed
13
Calls
$31K
Puts
$201K
Net Calls
-$170K
Net Calls Change
+$954K

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$6.92M
2
GWMR
2
GC Wealth Management RIA
Massachusetts
$3.47M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$6.63M
4
UBS Group
4
UBS Group
Switzerland
$6.79M
5
GIM
5
Granahan Investment Management
Massachusetts
$1.87M

Top Sellers

1
AI
1
Ariel Investments
Illinois
$80.4M
2
PCM
2
Portolan Capital Management
Massachusetts
$0
3
AI
3
Aperture Investors
New York
$4.22M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$16.3M
5
BlackRock
5
BlackRock
New York
$34.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$3.83M 327,904 +7,629 +2%
Charles Schwab
27
Charles Schwab
California
$3.65M 312,807 +8,514 +3%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$3.63M 311,363 +137,312 +79%
Northern Trust
29
Northern Trust
Illinois
$3.54M 303,550 -5,620 -2%
AG
30
Algert Global
California
$3.52M 301,172 +92,874 +45%
OAM
31
Oberweis Asset Management
Illinois
$3.49M 299,400 +33,400 +13%
GWMR
32
GC Wealth Management RIA
Massachusetts
$3.47M 297,069 +297,069 New
Tudor Investment Corp
33
Tudor Investment Corp
Connecticut
$3.06M 261,948 +92,008 +54%
RHJA
34
Rice Hall James & Associates
California
$2.82M 241,941 -20,902 -8%
HAIM
35
Hunter Associates Investment Management
Pennsylvania
$2.61M 223,490 +1,600 +0.7%
GAM
36
Gotham Asset Management
New York
$2.51M 57,720 +17,151 +42%
NSIM
37
North Star Investment Management
Illinois
$2.39M 204,800 +2,900 +1%
Two Sigma Investments
38
Two Sigma Investments
New York
$2.38M 203,824 +60,335 +42%
Barclays
39
Barclays
United Kingdom
$2.35M 201,320 +27,778 +16%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$1.98M 169,300 +9,000 +6%
Goldman Sachs
41
Goldman Sachs
New York
$1.96M 167,653 +12,043 +8%
PAM
42
Panagora Asset Management
Massachusetts
$1.87M 160,232 – –
GIM
43
Granahan Investment Management
Massachusetts
$1.87M 160,130 +160,130 New
NL
44
Nuveen LLC
North Carolina
$1.83M 157,210 +21,630 +16%
Renaissance Technologies
45
Renaissance Technologies
New York
$1.78M 152,799 -28,500 -16%
HAM
46
Hedges Asset Management
Nevada
$1.72M 147,500 -42,500 -22%
Los Angeles Capital Management
47
Los Angeles Capital Management
California
$1.69M 144,755 -7,015 -5%
Citadel Advisors
48
Citadel Advisors
Florida
$1.67M 143,319 +64,115 +81%
Mackenzie Financial
49
Mackenzie Financial
Ontario, Canada
$1.57M 134,553 +58,001 +76%
Jane Street
50
Jane Street
New York
$1.42M 121,938 +53,266 +78%
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