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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
DT
126
Diversified Trust
Tennessee
$141K
PTC
127
Petrus Trust Company
Texas
$140K
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$136K
YIH
129
Y-Intercept (HK)
Hong Kong
$133K
PFSRSONJ
130
Police & Firemen's Retirement System of New Jersey
New Jersey
$133K
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
Citigroup
134
Citigroup
New York
$88.6K
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$79.6K
Simplex Trading
136
Simplex Trading
Illinois
$64K
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$62K
AssetMark Inc
138
AssetMark Inc
California
$56.8K
MCM
139
Manchester Capital Management
Vermont
$52.7K
Fidelity Investments
140
Fidelity Investments
Massachusetts
$48.1K
Osaic Holdings
141
Osaic Holdings
Arizona
$46.5K
AIP
142
Ameritas Investment Partners
Nebraska
$44.1K
TRCT
143
Tower Research Capital (TRC)
New York
$38.8K
SOADOR
144
State of Alaska Department of Revenue
Alaska
$35K
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$25K
AAP
146
Arax Advisory Partners
Colorado
$22K
AB
147
Amalgamated Bank
New York
$16K
Canada Life
148
Canada Life
Manitoba, Canada
$15K
QCG
149
Quadrant Capital Group
Ohio
$12.6K
SS
150
SBI Securities
Japan
$11.3K