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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
HAM
51
Hedges Asset Management
Nevada
$1.81M -$81.6K -6,200 -4%
AQR Capital Management
52
AQR Capital Management
Connecticut
$1.79M +$1.53M +116,523 +494%
Bank of America
53
Bank of America
North Carolina
$1.78M +$550K +41,786 +43%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$1.67M +$425K +32,306 +33%
Mackenzie Financial
55
Mackenzie Financial
Ontario, Canada
$1.64M -$87.3K -6,634 -5%
WCM
56
Wedge Capital Management
North Carolina
$1.53M +$1.57M +119,373 New
Ameriprise
57
Ameriprise
Minnesota
$1.26M +$4.8K +365 +0.4%
Victory Capital Management
58
Victory Capital Management
Texas
$1.14M +$23.6K +1,790 +2%
TI
59
Trexquant Investment
Connecticut
$1.11M +$550K +41,771 +93%
SG Americas Securities
60
SG Americas Securities
New York
$1.04M +$888K +67,480 +496%
Man Group
61
Man Group
United Kingdom
$1.02M +$209K +15,886 +25%
Swiss National Bank
62
Swiss National Bank
Switzerland
$943K
EGM
63
Engineers Gate Manager
New York
$800K +$823K +62,503 New
MCP
64
Militia Capital Partners
Nevada
$797K +$52.6K +4,000 +7%
LWCFA
65
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$759K
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$689K -$15.2K -1,158 -2%
NIM
67
Needham Investment Management
New York
$668K
A
68
AlphaQuest
New York
$668K +$573K +43,535 +502%
NIP
69
Nicholas Investment Partners
California
$623K -$463K -35,158 -42%
MC
70
Moors & Cabot
Massachusetts
$608K -$88.8K -6,750 -12%
UBS AM
71
UBS AM
Illinois
$588K -$495K -37,614 -45%
Jane Street
72
Jane Street
New York
$557K -$1.03M -78,406 -64%
CAM
73
Cacti Asset Management
Georgia
$537K
AC
74
Aristeia Capital
Connecticut
$529K +$544K +41,327 New
Squarepoint
75
Squarepoint
New York
$481K -$482K -36,605 -49%