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Lindblad Expeditions
LIND

Overview Fund Activity

164 hedge funds and large institutions have $431M invested in Lindblad Expeditions in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 42 reducing their positions, and 13 closing their positions.

Holders
164
Holders Change
+12
Holders Change %
+7.89%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
69
Reduced
42
Closed
13
Calls
$362K
Puts
$342K
Net Calls
+$20K
Net Calls Change
+$1.14M

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 Holding Trade Value Shares
Change 		Shares
Change %
A
126
AlphaQuest
New York
$101K +$63.3K +5,427 +167%
PFSRSONJ
127
Police & Firemen's Retirement System of New Jersey
New Jersey
$87.7K – – –
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$72.6K – – –
TRCT
129
Tower Research Capital (TRC)
New York
$56K +$38.6K +3,311 +222%
AssetMark Inc
130
AssetMark Inc
California
$48.3K -$1.63K -140 -3%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$46.4K +$8.23K +705 +22%
AIP
132
Ameritas Investment Partners
Nebraska
$40.3K – – –
New York State Teachers Retirement System (NYSTRS)
133
New York State Teachers Retirement System (NYSTRS)
New York
$38K – – –
MCM
134
Manchester Capital Management
Vermont
$33.3K – – –
Osaic Holdings
135
Osaic Holdings
Arizona
$32K +$5.58K +480 +21%
QT
136
Quantbot Technologies
New York
$24.6K -$46.5K -3,986 -65%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$20K +$16K +1,350 +405%
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
$18K -$16.2K -1,361 -47%
AB
139
Amalgamated Bank
New York
$15K – – –
QL
140
Quarry LP
New York
$14.7K +$14.7K +1,259 New
Canada Life
141
Canada Life
Manitoba, Canada
$14K – – –
Federated Hermes
142
Federated Hermes
Pennsylvania
$14K +$14K +1,197 New
SS
143
SBI Securities
Japan
$11.2K +$934 +80 +9%
MCM
144
MAI Capital Management
Ohio
$7.28K – – –
EWA
145
EverSource Wealth Advisors
Alabama
$2.7K +$2.7K +231 New
GI
146
GAMMA Investing
California
$2.52K -$957 -82 -28%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$1.87K +$1K +86 +116%
RIL
148
Rothschild Investment LLC
Illinois
$1.81K -$175 -15 -9%
LFG
149
Larson Financial Group
Missouri
$1.59K -$3.05K -261 -66%
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$1.56K +$409 +35 +35%
4 5
6
7 8