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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
ME
151
McIlrath & Eck
Washington
$11K +$11.4K +863 New
MCM
152
MAI Capital Management
Ohio
$7.99K
S
153
SignatureFD
Georgia
$5.5K +$3.95K +300 +231%
SAM
154
Smartleaf Asset Management
Massachusetts
$5.2K +$4.69K +356 +647%
BNP Paribas Asset Management
155
BNP Paribas Asset Management
France
$5K +$5.4K +410 New
Optiver Holding
156
Optiver Holding
Netherlands
$4.33K +$4.45K +338 New
EWA
157
EverSource Wealth Advisors
Alabama
$3.2K +$250 +19 +8%
AF
158
Allworth Financial
California
$2.77K +$2.84K +216 New
GI
159
GAMMA Investing
California
$2.64K -$132 -10 -5%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$2.05K
LFG
161
Larson Financial Group
Missouri
$2.01K +$276 +21 +15%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$1.72K
CA
163
Clearstead Advisors
Ohio
$1.46K +$1.41K +107 +1,529%
RIL
164
Rothschild Investment LLC
Illinois
$1.41K -$592 -45 -29%
EP
165
Essential Partners
California
$1.4K +$671 +51 +88%
SCM
166
Sterling Capital Management
North Carolina
$1.17K
FFA
167
Farther Finance Advisors
California
$858 +$197 +15 +29%
VCM
168
Versant Capital Management
Arizona
$755
PFBT
169
Parkside Financial Bank & Trust
Missouri
$705
TWD
170
True Wealth Design
Ohio
$359 +$355 +27 +2,700%
IA
171
IFP Advisors
Florida
$218 +$224 +17 New
PA
172
Parallel Advisors
California
$90 +$92 +7 New
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
$26
Citadel Advisors
174
Citadel Advisors
Florida
-$1.89M -143,319 Closed
ECM
175
ExodusPoint Capital Management
New York
-$796K -68,205 Closed