LIND icon

Lindblad Expeditions

198 hedge funds and large institutions have $828M invested in Lindblad Expeditions in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 67 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

22% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 55

6% more funds holding

Funds holding: 187198 (+11)

2.06% more ownership

Funds ownership: 71.33%73.38% (+2.1%)

Holders
198
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$650K
Puts
$22K
Net Calls
Net Calls Change

Top Buyers

1 +$73.1M
2 +$29M
3 +$18.8M
4
BL
BWCP LP
Texas
+$15.4M
5
1C
1060 Capital
Colorado
+$11.5M

Top Sellers

1 -$29.8M
2 -$16.5M
3 -$8.43M
4
PC
Pier Capital
Connecticut
-$6.85M
5
FG
Formula Growth
Quebec, Canada
-$6.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$11M
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$10.1M
Bank of America
28
Bank of America
North Carolina
$9.46M
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$9.08M
VPM
30
Vanguard Portfolio Management
Pennsylvania
$7.04M
GIM
31
Granahan Investment Management
Massachusetts
$6.67M
Russell Investments Group
32
Russell Investments Group
United Kingdom
$6.65M
OAM
33
Oberweis Asset Management
Illinois
$6.55M
Charles Schwab
34
Charles Schwab
California
$6.14M
Connor, Clark & Lunn Investment Management (CC&L)
35
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.93M
VCM
36
Voleon Capital Management
California
$5.84M
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$5.83M
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$5.74M
Northern Trust
39
Northern Trust
Illinois
$5.44M
JP Morgan Chase
40
JP Morgan Chase
New York
$5.44M
VFT
41
Vanguard Fiduciary Trust
Pennsylvania
$5.42M
Stifel Financial
42
Stifel Financial
Missouri
$5.4M
GWMR
43
GC Wealth Management RIA
Massachusetts
$5.14M
LCM
44
Landscape Capital Management
New Jersey
$4.63M
AQR Capital Management
45
AQR Capital Management
Connecticut
$4.39M
Two Sigma Investments
46
Two Sigma Investments
New York
$4.02M
HAIM
47
Hunter Associates Investment Management
Pennsylvania
$3.86M
PAM
48
Panagora Asset Management
Massachusetts
$3.77M
AG
49
Algert Global
California
$3.65M
IECM
50
Intrinsic Edge Capital Management
Illinois
$3.63M