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Lindblad Expeditions

152 hedge funds and large institutions have $336M invested in Lindblad Expeditions in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
-11
Holders Change %
-6.75%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
50
Reduced
53
Closed
25
Calls
$67K
Puts
$1.19M
Net Calls
-$1.12M
Net Calls Change
-$1.15M
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$26K -$22.8K -2,518 -47%
Osaic Holdings
127
Osaic Holdings
Arizona
$21.1K -$1.1K -119 -5%
SSG
128
Summit Securities Group
New York
$17.5K +$17.5K +1,883 New
TRCT
129
Tower Research Capital (TRC)
New York
$13.8K +$3.42K +369 +33%
AB
130
Amalgamated Bank
New York
$12K +$1.8K +187 +18%
Canada Life
131
Canada Life
Manitoba, Canada
$11K
QCG
132
Quadrant Capital Group
Ohio
$8.39K
SS
133
SBI Securities
Japan
$8.19K
MCM
134
MAI Capital Management
Ohio
$5.79K
SAM
135
Smartleaf Asset Management
Massachusetts
$3.76K +$981 +103 +35%
LFG
136
Larson Financial Group
Missouri
$3.68K +$3.68K +397 New
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$3K +$973 +108 +48%
GI
138
GAMMA Investing
California
$2.76K +$1.98K +214 +255%
SCM
139
Sterling Capital Management
North Carolina
$2K -$1.52K -164 -43%
S
140
SignatureFD
Georgia
$1.83K +$621 +67 +52%
RIL
141
Rothschild Investment LLC
Illinois
$1.58K +$417 +45 +36%
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$918
FFO
143
Fortitude Family Office
Arizona
$742
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$686
FFA
145
Farther Finance Advisors
California
$498
CA
146
CoreCap Advisors
Michigan
$436 +$436 +47 New
Comerica Bank
147
Comerica Bank
Texas
$389
SC
148
Stephens Consulting
Michigan
$325 +$325 +35 New
SPIA
149
Steward Partners Investment Advisory
New York
$297
CCM
150
Coldstream Capital Management
Washington
$167 +$167 +18 New