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Lindblad Expeditions

199 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, 68 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,855% more call options, than puts

Call options by funds: $650K | Put options by funds: $22K

58% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more capital invested

Capital invested by funds: $569M → $828M (+$259M)

24% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 55

6% more funds holding

Funds holding: 188199 (+11)

2.06% more ownership

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

Holders
199
Holders Change
+11
Holders Change %
+5.85%
% of All Funds
2.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
49
Increased
68
Reduced
55
Closed
31
Calls
$650K
Puts
$22K
Net Calls
+$628K
Net Calls Change
+$721K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$11M +$1.43M +80,243 +14%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$10.1M -$873K -49,124 -8%
Bank of America
28
Bank of America
North Carolina
$9.46M +$4.78M +269,039 +97%
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$9.08M -$304K -17,121 -3%
VPM
30
Vanguard Portfolio Management
Pennsylvania
$7.04M +$7.23M +407,151 New
GIM
31
Granahan Investment Management
Massachusetts
$6.67M +$707K +39,809 +12%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$6.65M +$3.83M +215,502 +128%
OAM
33
Oberweis Asset Management
Illinois
$6.55M +$1.28M +71,921 +23%
Charles Schwab
34
Charles Schwab
California
$6.14M +$625K +35,176 +11%
Connor, Clark & Lunn Investment Management (CC&L)
35
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.93M -$2.46M -138,436 -29%
VCM
36
Voleon Capital Management
California
$5.84M +$5.99M +337,290 New
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$5.83M -$141K -7,911 -2%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$5.74M +$4.45M +250,511 +308%
Northern Trust
39
Northern Trust
Illinois
$5.44M +$409K +23,042 +8%
JP Morgan Chase
40
JP Morgan Chase
New York
$5.44M +$659K +37,119 +13%
VFT
41
Vanguard Fiduciary Trust
Pennsylvania
$5.42M +$5.56M +313,077 New
Stifel Financial
42
Stifel Financial
Missouri
$5.4M -$52.9K -2,978 -0.9%
GWMR
43
GC Wealth Management RIA
Massachusetts
$5.14M -$178 -10 -0%
LCM
44
Landscape Capital Management
New Jersey
$4.63M +$4.75M +267,661 New
AQR Capital Management
45
AQR Capital Management
Connecticut
$4.39M +$2.6M +146,273 +136%
Two Sigma Investments
46
Two Sigma Investments
New York
$4.02M -$84.7K -4,766 -2%
HAIM
47
Hunter Associates Investment Management
Pennsylvania
$3.86M -$97.2K -5,475 -2%
PAM
48
Panagora Asset Management
Massachusetts
$3.77M +$368K +20,710 +11%
AG
49
Algert Global
California
$3.65M -$8.43M -474,666 -69%
IECM
50
Intrinsic Edge Capital Management
Illinois
$3.63M +$3.73M +210,000 New