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Lindblad Expeditions
LIND

Overview Fund Activity

162 hedge funds and large institutions have $431M invested in Lindblad Expeditions in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
69
Reduced
41
Closed
13
Calls
$31K
Puts
$201K
Net Calls
-$170K
Net Calls Change
+$954K

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$6.92M
2
GWMR
2
GC Wealth Management RIA
Massachusetts
$3.47M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$6.63M
4
UBS Group
4
UBS Group
Switzerland
$6.79M
5
GIM
5
Granahan Investment Management
Massachusetts
$1.87M

Top Sellers

1
AI
1
Ariel Investments
Illinois
$80.4M
2
PCM
2
Portolan Capital Management
Massachusetts
$0
3
AI
3
Aperture Investors
New York
$4.22M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$16.3M
5
BlackRock
5
BlackRock
New York
$34.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
101
Citigroup
New York
$217K 18,610 -12,185 -40%
JAM
102
Jupiter Asset Management
United Kingdom
$208K 17,806 +17,806 New
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$207K 17,709 +2,089 +13%
SPA
104
Sherbrooke Park Advisers
New York
$205K 17,554 +17,554 New
PI
105
PFG Investments
New York
$190K 16,300 – –
Invesco
106
Invesco
Georgia
$185K 15,878 +4,337 +38%
Jacobs Levy Equity Management
107
Jacobs Levy Equity Management
New Jersey
$185K 15,872 -3,871 -20%
Balyasny Asset Management
108
Balyasny Asset Management
Illinois
$183K 15,654 -12,302 -44%
PTC
109
Petrus Trust Company
Texas
$181K 15,501 +4,976 +47%
SQA
110
Simon Quick Advisors
New Jersey
$181K 15,467 +4,743 +44%
BRIA
111
Balanced Rock Investment Advisors
Massachusetts
$177K 15,159 -8,295 -35%
Creative Planning
112
Creative Planning
Kansas
$174K 14,870 +14,870 New
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$168K 14,406 +1,222 +9%
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$165K 14,166 – –
Acadian Asset Management
115
Acadian Asset Management
Massachusetts
$165K 14,309 +14,309 New
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$159K 13,659 +153 +1%
SG Americas Securities
117
SG Americas Securities
New York
$159K 13,609 -5,570 -29%
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$159K 13,594 -351 -3%
VW
119
Vantage Wealth
California
$140K 12,000 – –
ASRS
120
Arizona State Retirement System
Arizona
$130K 11,132 +212 +2%
VOYA Investment Management
121
VOYA Investment Management
Georgia
$123K 10,507 +10,507 New
Verition Fund Management
122
Verition Fund Management
Connecticut
$120K 10,259 +10,259 New
State Board of Administration of Florida Retirement System
123
State Board of Administration of Florida Retirement System
Florida
$117K 10,000 – –
KK
124
KLP Kapitalforvaltning
Norway
$109K 9,300 – –
A
125
AlphaQuest
New York
$101K 8,669 +5,427 +167%
3 4
5
6 7