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Lindblad Expeditions

174 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, 74 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 44

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

17% more capital invested

Capital invested by funds: $431M → $503M (+$72.4M)

6% more funds holding

Funds holding: 164174 (+10)

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
174
Holders Change
+10
Holders Change %
+6.1%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
74
Reduced
44
Closed
18
Calls
$7K
Puts
$399K
Net Calls
-$392K
Net Calls Change
-$412K
Name Holding Trade Value Shares
Change
Change in
Stake
DT
126
Diversified Trust
Tennessee
$141K +$145K +11,010 New
PTC
127
Petrus Trust Company
Texas
$140K -$59.9K -4,549 -29%
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$136K -$40.1K -3,048 -22%
YIH
129
Y-Intercept (HK)
Hong Kong
$133K +$137K +10,416 New
PFSRSONJ
130
Police & Firemen's Retirement System of New Jersey
New Jersey
$133K +$37.6K +2,853 +38%
State Board of Administration of Florida Retirement System
131
State Board of Administration of Florida Retirement System
Florida
$128K
KK
132
KLP Kapitalforvaltning
Norway
$119K
Federated Hermes
133
Federated Hermes
Pennsylvania
$104K +$91.2K +6,932 +579%
Citigroup
134
Citigroup
New York
$88.6K -$154K -11,685 -63%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$79.6K
Simplex Trading
136
Simplex Trading
Illinois
$64K +$66.4K +5,047 New
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$62K +$41.7K +3,166 +188%
AssetMark Inc
138
AssetMark Inc
California
$56.8K +$4.03K +306 +7%
MCM
139
Manchester Capital Management
Vermont
$52.7K +$16.6K +1,265 +44%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$48.1K -$2.9K -220 -6%
Osaic Holdings
141
Osaic Holdings
Arizona
$46.5K +$777 +59 +2%
AIP
142
Ameritas Investment Partners
Nebraska
$44.1K
TRCT
143
Tower Research Capital (TRC)
New York
$38.8K -$23.3K -1,769 -37%
SOADOR
144
State of Alaska Department of Revenue
Alaska
$35K +$36K +2,738 New
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$25K +$6.19K +470 +31%
AAP
146
Arax Advisory Partners
Colorado
$22K +$21.4K +1,626 +1,787%
AB
147
Amalgamated Bank
New York
$16K
Canada Life
148
Canada Life
Manitoba, Canada
$15K
QCG
149
Quadrant Capital Group
Ohio
$12.6K +$13K +988 New
SS
150
SBI Securities
Japan
$11.3K -$1.05K -80 -8%

LIND Hedge Fund Activity: Q3 2025 in Review

174 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q3 2025, worth a combined $503M — up 17% from $431M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new LIND positions and 18 closed out — a net gain of 10 holders — while 74 added to existing stakes and 44 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $9.93M. The largest seller was Ariel Investments, cutting an estimated $18M.

  • 174 institutional investors held Lindblad Expeditions (LIND) as of Q3 2025, up from 164 in Q2 2025.
  • Funds reported $503M of Lindblad Expeditions stock for Q3 2025, up 17% quarter-over-quarter.
  • 28 funds opened new Lindblad Expeditions positions in Q3 2025 and 18 closed out, a net change of +10 holders.
  • The largest Lindblad Expeditions buyer in Q3 2025 was Bank of New York Mellon, an estimated $9.93M added.
  • The largest Lindblad Expeditions seller in Q3 2025 was Ariel Investments, an estimated $18M sold.

Based on aggregated 13F filings for Q3 2025.