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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
Mackenzie Financial
76
Mackenzie Financial
Ontario, Canada
$1.03M -$828K -46,637 -44%
AC
77
Aristides Capital
Kentucky
$1.02M +$587K +33,048 +126%
FG
78
Formula Growth
Quebec, Canada
$962K -$6.18M -348,000 -86%
EC
79
EntryPoint Capital
New York
$940K +$965K +54,346 New
HF
80
HRT Financial
New York
$930K +$955K +53,779 New
NIM
81
Needham Investment Management
New York
$903K
LWCFA
82
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$891K -$249K -14,000 -23%
GLA
83
Great Lakes Advisors
Illinois
$868K +$891K +50,154 New
Citadel Advisors
84
Citadel Advisors
Florida
$867K +$891K +50,140 New
UBS AM
85
UBS AM
Illinois
$859K +$61.5K +3,461 +7%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$790K -$132K -7,455 -14%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$771K -$15K -843 -2%
CAM
88
Cacti Asset Management
Georgia
$718K
MC
89
Moors & Cabot
Massachusetts
$709K -$44.4K -2,500 -6%
BCM
90
Brasada Capital Management
Texas
$664K
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$650K +$668K +37,598 New
Deutsche Bank
92
Deutsche Bank
Germany
$644K +$137K +7,703 +26%
California State Teachers Retirement System (CalSTRS)
93
California State Teachers Retirement System (CalSTRS)
California
$636K -$53.2K -2,996 -8%
Canada Pension Plan Investment Board
94
Canada Pension Plan Investment Board
Ontario, Canada
$625K -$286K -16,100 -31%
LCM
95
Legato Capital Management
California
$614K +$631K +35,512 New
Creative Planning
96
Creative Planning
Kansas
$595K +$73.7K +4,148 +14%
RWP
97
RWA Wealth Partners
Massachusetts
$592K -$58.6K -3,300 -9%
AllianceBernstein
98
AllianceBernstein
Tennessee
$577K
Pathstone Holdings
99
Pathstone Holdings
New Jersey
$571K -$2.63K -148 -0.4%
CSP
100
Cary Street Partners
Virginia
$561K