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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
ME
151
McIlrath & Eck
Washington
$11K
MCM
152
MAI Capital Management
Ohio
$7.99K
S
153
SignatureFD
Georgia
$5.5K
SAM
154
Smartleaf Asset Management
Massachusetts
$5.2K
BNP Paribas Asset Management
155
BNP Paribas Asset Management
France
$5K
Optiver Holding
156
Optiver Holding
Netherlands
$4.33K
EWA
157
EverSource Wealth Advisors
Alabama
$3.2K
AF
158
Allworth Financial
California
$2.77K
GI
159
GAMMA Investing
California
$2.64K
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$2.05K
LFG
161
Larson Financial Group
Missouri
$2.01K
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$1.72K
CA
163
Clearstead Advisors
Ohio
$1.46K
RIL
164
Rothschild Investment LLC
Illinois
$1.41K
SCM
165
Sterling Capital Management
North Carolina
$1.17K
FFA
166
Farther Finance Advisors
California
$858
VCM
167
Versant Capital Management
Arizona
$755
PFBT
168
Parkside Financial Bank & Trust
Missouri
$705
TWD
169
True Wealth Design
Ohio
$359
IA
170
IFP Advisors
Florida
$218
PA
171
Parallel Advisors
California
$90
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$26
Citadel Advisors
173
Citadel Advisors
Florida
ECM
174
ExodusPoint Capital Management
New York
GAM
175
Gotham Asset Management
New York