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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
RWP
76
RWA Wealth Partners
Massachusetts
$480K
Acadian Asset Management
77
Acadian Asset Management
Massachusetts
$479K +$308K +23,370 +163%
AllianceBernstein
78
AllianceBernstein
Tennessee
$464K -$47.4K -3,600 -9%
Comerica Bank
79
Comerica Bank
Texas
$459K +$472K +35,842 +85,338%
II
80
Inspire Investing
Idaho
$458K +$471K +35,784 New
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$452K +$13 +1 +0%
HCA
82
Harbor Capital Advisors
Illinois
$450K -$1.12M -85,284 -71%
VRS
83
Virginia Retirement Systems
Virginia
$435K +$75K +5,700 +20%
BCM
84
Brasada Capital Management
Texas
$434K +$461K +35,000 New
Legal & General Group
85
Legal & General Group
United Kingdom
$428K -$4.16K -316 -0.9%
State of Wisconsin Investment Board
86
State of Wisconsin Investment Board
Wisconsin
$427K +$108K +8,230 +33%
Pathstone Holdings
87
Pathstone Holdings
New Jersey
$427K -$26 -2 -0%
Ensign Peak Advisors
88
Ensign Peak Advisors
Utah
$423K -$140K -10,600 -24%
Invesco
89
Invesco
Georgia
$419K +$221K +16,823 +106%
CSP
90
Cary Street Partners
Virginia
$415K
ACM
91
Aquatic Capital Management
Illinois
$409K -$65.6K -4,982 -13%
Teacher Retirement System of Texas
92
Teacher Retirement System of Texas
Texas
$387K +$398K +30,220 New
VOYA Investment Management
93
VOYA Investment Management
Georgia
$381K +$253K +19,251 +183%
Fuller & Thaler Asset Management
94
Fuller & Thaler Asset Management
California
$377K -$85.8K -6,520 -18%
Creative Planning
95
Creative Planning
Kansas
$372K +$186K +14,159 +95%
Deutsche Bank
96
Deutsche Bank
Germany
$363K +$43.6K +3,313 +13%
PP
97
PDT Partners
New York
$359K
AC
98
Aristides Capital
Kentucky
$320K +$329K +25,000 New
HSBC Holdings
99
HSBC Holdings
United Kingdom
$315K +$332K +25,244 New
GCM
100
Graham Capital Management
Connecticut
$309K -$107K -8,133 -25%