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Lindblad Expeditions

164 hedge funds and large institutions have $431M invested in Lindblad Expeditions in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

62% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 42

28% more capital invested

Capital invested by funds: $336M → $431M (+$94.7M)

7% more funds holding

Funds holding: 153164 (+11)

1.16% more ownership

Funds ownership: 66.06%67.22% (+1.2%)

6% more call options, than puts

Call options by funds: $362K | Put options by funds: $342K

Holders
164
Holders Change
+11
Holders Change %
+7.19%
% of All Funds
2.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
68
Reduced
42
Closed
15
Calls
$362K
Puts
$342K
Net Calls
+$20K
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$217K -$121K -12,185 -40%
JAM
102
Jupiter Asset Management
United Kingdom
$208K +$176K +17,806 New
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$207K +$20.7K +2,089 +13%
SPA
104
Sherbrooke Park Advisers
New York
$205K +$174K +17,554 New
PI
105
PFG Investments
New York
$190K
Invesco
106
Invesco
Georgia
$185K +$43K +4,337 +38%
Jacobs Levy Equity Management
107
Jacobs Levy Equity Management
New Jersey
$185K -$38.4K -3,871 -20%
Balyasny Asset Management
108
Balyasny Asset Management
Illinois
$183K -$122K -12,302 -44%
PTC
109
Petrus Trust Company
Texas
$181K +$49.3K +4,976 +47%
BRIA
110
Balanced Rock Investment Advisors
Massachusetts
$177K -$82.2K -8,295 -35%
SQA
111
Simon Quick Advisors
New Jersey
$176K +$42.9K +4,329 +40%
Creative Planning
112
Creative Planning
Kansas
$174K +$147K +14,870 New
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$168K +$12.1K +1,222 +9%
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$165K
Acadian Asset Management
115
Acadian Asset Management
Massachusetts
$165K +$142K +14,309 New
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$159K +$1.52K +153 +1%
SG Americas Securities
117
SG Americas Securities
New York
$159K -$55.2K -5,570 -29%
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$159K -$3.48K -351 -3%
VW
119
Vantage Wealth
California
$140K
ASRS
120
Arizona State Retirement System
Arizona
$130K +$2.1K +212 +2%
VOYA Investment Management
121
VOYA Investment Management
Georgia
$123K +$104K +10,507 New
Verition Fund Management
122
Verition Fund Management
Connecticut
$120K +$102K +10,259 New
State Board of Administration of Florida Retirement System
123
State Board of Administration of Florida Retirement System
Florida
$117K
KK
124
KLP Kapitalforvaltning
Norway
$109K
A
125
AlphaQuest
New York
$101K +$53.8K +5,427 +167%

LIND Hedge Fund Activity: Q2 2025 in Review

164 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q2 2025, worth a combined $431M — up 28% from $336M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new LIND positions and 15 closed out — a net gain of 11 holders — while 68 added to existing stakes and 42 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $3.06M. The largest seller was Ariel Investments, cutting an estimated $8.78M.

  • 164 institutional investors held Lindblad Expeditions (LIND) as of Q2 2025, up from 153 in Q1 2025.
  • Funds reported $431M of Lindblad Expeditions stock for Q2 2025, up 28% quarter-over-quarter.
  • 26 funds opened new Lindblad Expeditions positions in Q2 2025 and 15 closed out, a net change of +11 holders.
  • The largest Lindblad Expeditions buyer in Q2 2025 was Arrowstreet Capital, an estimated $3.06M added.
  • The largest Lindblad Expeditions seller in Q2 2025 was Ariel Investments, an estimated $8.78M sold.

Based on aggregated 13F filings for Q2 2025.