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Lindblad Expeditions

173 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, 73 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

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
173
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7K
Puts
$399K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
101
Wells Fargo
California
$296K
Prudential Financial
102
Prudential Financial
New Jersey
$279K
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$257K
SDJVC
104
St. Denis J. Villere & Co
Louisiana
$257K
MIM
105
MetLife Investment Management
New Jersey
$257K
IQI
106
Integrated Quantitative Investments
Washington
$255K
N
107
Numerai
California
$247K
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$225K
Mirae Asset Global ETFs Holdings
109
Mirae Asset Global ETFs Holdings
Hong Kong
$221K
PI
110
PFG Investments
New York
$209K
XT
111
XTX Topco
Cayman Islands
$208K
SQA
112
Simon Quick Advisors
New Jersey
$206K
JSL
113
JT Stratford LLC
Georgia
$202K
Verition Fund Management
114
Verition Fund Management
Connecticut
$202K
GS
115
GWN Securities
Florida
$198K
IIM
116
INTECH Investment Management
Florida
$183K
Janus Henderson Group
117
Janus Henderson Group
United Kingdom
$181K
CAU
118
Caxton Associates (UK)
$173K
QCM
119
Quantinno Capital Management
New York
$171K
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$170K
BRIA
121
Balanced Rock Investment Advisors
Massachusetts
$166K
PCM
122
Prelude Capital Management
New York
$163K
VW
123
Vantage Wealth
California
$154K
CC
124
Corton Capital
Ontario, Canada
$151K
ASRS
125
Arizona State Retirement System
Arizona
$145K