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Lindblad Expeditions

174 hedge funds and large institutions have $503M invested in Lindblad Expeditions in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 44

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

17% more capital invested

Capital invested by funds: $431M → $503M (+$72.4M)

6% more funds holding

Funds holding: 164174 (+10)

4.56% more ownership

Funds ownership: 67.22%71.78% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

98% less call options, than puts

Call options by funds: $7K | Put options by funds: $399K

Holders
174
Holders Change
+10
Holders Change %
+6.1%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
74
Reduced
44
Closed
18
Calls
$7K
Puts
$399K
Net Calls
-$392K
Net Calls Change
-$412K
Name Holding Trade Value Shares
Change
Change in
Stake
FG
26
Formula Growth
Quebec, Canada
$5.33M
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$5.15M +$786K +59,697 +17%
JP Morgan Chase
28
JP Morgan Chase
New York
$4.73M +$763K +57,974 +19%
AI
29
Aperture Investors
New York
$4.4M -$241K -18,279 -5%
Goldman Sachs
30
Goldman Sachs
New York
$4.38M +$2.3M +174,376 +104%
Lord, Abbett & Co
31
Lord, Abbett & Co
New Jersey
$4.24M +$4.36M +330,949 New
Charles Schwab
32
Charles Schwab
California
$4.1M +$96.9K +7,365 +2%
Stifel Financial
33
Stifel Financial
Missouri
$4.08M -$123K -9,367 -3%
Tudor Investment Corp
34
Tudor Investment Corp
Connecticut
$3.87M +$535K +40,628 +16%
Northern Trust
35
Northern Trust
Illinois
$3.87M -$19K -1,445 -0.5%
OAM
36
Oberweis Asset Management
Illinois
$3.83M
GWMR
37
GC Wealth Management RIA
Massachusetts
$3.8M
Two Sigma Investments
38
Two Sigma Investments
New York
$3.16M +$570K +43,314 +21%
HAIM
39
Hunter Associates Investment Management
Pennsylvania
$2.93M +$65.8K +5,000 +2%
N
40
Nuveen
North Carolina
$2.9M +$911K +69,190 +44%
NSIM
41
North Star Investment Management
Illinois
$2.62M
GIM
42
Granahan Investment Management
Massachusetts
$2.4M +$364K +27,667 +17%
Barclays
43
Barclays
United Kingdom
$2.33M -$249K -18,921 -9%
PAM
44
Panagora Asset Management
Massachusetts
$2.33M +$284K +21,599 +13%
Renaissance Technologies
45
Renaissance Technologies
New York
$2.31M +$363K +27,544 +18%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$2.28M +$113K +8,600 +5%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$2.18M +$871K +66,207 +64%
RHJA
48
Rice Hall James & Associates
California
$2.12M -$1M -76,059 -31%
Los Angeles Capital Management
49
Los Angeles Capital Management
California
$2.07M +$225K +17,094 +12%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$1.88M +$1.27M +96,142 +191%