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Lindblad Expeditions

199 hedge funds and large institutions have $828M invested in Lindblad Expeditions in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,855% more call options, than puts

Call options by funds: $650K | Put options by funds: $22K

58% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more capital invested

Capital invested by funds: $569M → $828M (+$259M)

24% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 55

6% more funds holding

Funds holding: 188199 (+11)

2.06% more ownership

Funds ownership: 71.33%73.38% (+2.1%)

Holders
199
Holders Change
+11
Holders Change %
+5.85%
% of All Funds
2.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
49
Increased
68
Reduced
55
Closed
31
Calls
$650K
Puts
$22K
Net Calls
+$628K
Net Calls Change
+$721K
Name Holding Trade Value Shares
Change
Change in
Stake
AB
126
ANB Bank
Colorado
$272K +$279K +15,702 New
Legal & General Group
127
Legal & General Group
United Kingdom
$259K -$152K -8,539 -36%
Wells Fargo
128
Wells Fargo
California
$254K -$485K -27,308 -65%
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$250K +$257K +14,456 New
Janus Henderson Group
130
Janus Henderson Group
United Kingdom
$245K
PCM
131
Prelude Capital Management
New York
$244K +$39K +2,194 +18%
JF
132
Jump Financial
Illinois
$243K +$16.6K +934 +7%
OP
133
Orvieto Partners
Massachusetts
$238K
Ensign Peak Advisors
134
Ensign Peak Advisors
Utah
$236K
FRM
135
Fox Run Management
Connecticut
$234K +$250K +14,079 New
DT
136
Diversified Trust
Tennessee
$232K +$42.7K +2,402 +22%
DFCM
137
Dark Forest Capital Management
Puerto Rico
$225K +$231K +13,031 New
BRIA
138
Balanced Rock Investment Advisors
Massachusetts
$218K -$3K -169 -1%
FGP
139
Freestone Grove Partners
California
$216K +$221K +12,461 New
SL
140
Summitry LLC
California
$208K +$213K +12,000 New
IC
141
IEQ Capital
California
$204K +$210K +11,797 New
VF
142
Virtu Financial
New York
$189K +$194K +10,935 New
ASRS
143
Arizona State Retirement System
Arizona
$184K +$1.86K +105 +1%
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$184K -$17.8K -1,000 -9%
PFSRSONJ
145
Police & Firemen's Retirement System of New Jersey
New Jersey
$179K
FPAS
146
Focus Partners Advisor Solutions
Missouri
$179K +$183K +10,325 New
BMWS
147
Brady Martz Wealth Solutions
North Dakota
$173K +$178K +10,018 New
State Board of Administration of Florida Retirement System
148
State Board of Administration of Florida Retirement System
Florida
$173K
KK
149
KLP Kapitalforvaltning
Norway
$161K
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$161K +$124K +6,990 +304%