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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 %
S
151
SignatureFD
Georgia
$1.52K -$782 -67 -34%
Group One Trading
152
Group One Trading
Illinois
$1.17K +$1.17K +100 New
SCM
153
Sterling Capital Management
North Carolina
$1.06K -$1.46K -125 -58%
AAP
154
Arax Advisory Partners
Colorado
$1.06K +$1.06K +91 New
IA
155
IFP Advisors
Florida
$851 – – –
BIG
156
Brooklyn Investment Group
New York
$724 +$525 +45 +265%
VCM
157
Versant Capital Management
Arizona
$689 +$689 +59 New
PFBT
158
Parkside Financial Bank & Trust
Missouri
$642 +$642 +55 New
SAM
159
Smartleaf Asset Management
Massachusetts
$637 -$3.94K -340 -86%
FFA
160
Farther Finance Advisors
California
$607 – – –
Comerica Bank
161
Comerica Bank
Texas
$490 – – –
CA
162
Clearstead Advisors
Ohio
$82 – – –
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$23 +$23 +2 New
TWD
164
True Wealth Design
Ohio
$12 +$12 +1 New
PCM
165
Portolan Capital Management
Massachusetts
– -$6.39M -689,246 Closed
EGM
166
Engineers Gate Manager
New York
– -$235K -25,315 Closed
Allianz Asset Management
167
Allianz Asset Management
Germany
– -$205K -22,100 Closed
OFG
168
OmniStar Financial Group
North Carolina
– -$190K -20,491 Closed
CF
169
Corebridge Financial
Texas
– -$164K -17,654 Closed
HSBC Holdings
170
HSBC Holdings
United Kingdom
– -$97.3K -10,566 Closed
SSG
171
Summit Securities Group
New York
– -$17.5K -1,883 Closed
QCG
172
Quadrant Capital Group
Ohio
– -$8.39K -905 Closed
FFO
173
Fortitude Family Office
Arizona
– -$742 -80 Closed
CA
174
CoreCap Advisors
Michigan
– -$436 -47 Closed
SC
175
Stephens Consulting
Michigan
– -$325 -35 Closed
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