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Lindblad Expeditions
LIND

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: 164 → 174 (+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: 2 → 2 (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

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$9.93M
2
PC
Pier Capital
Connecticut
+$6.25M
3
Millennium Management
Millennium Management
New York
+$5.87M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$4.36M
5
AG
Algert Global
California
+$3.26M

Top Sellers

1
AI
Ariel Investments
Illinois
-$18M
2
GAM
Gotham Asset Management
New York
-$2.51M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.89M
4
HCA
Harbor Capital Advisors
Illinois
-$1.12M
5
RA
Royce & Associates
New York
-$1.04M
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
4 5 6
7
8

LIND Hedge Fund Activity: Q3 2025 in Review

174 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q3 2025, worth a combined $503M — up 17% from $431M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new LIND positions and 18 closed out — a net gain of 10 holders — while 74 added to existing stakes and 44 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $9.93M. The largest seller was Ariel Investments, cutting an estimated $18M.

  • 174 institutional investors held Lindblad Expeditions (LIND) as of Q3 2025, up from 164 in Q2 2025.
  • Funds reported $503M of Lindblad Expeditions stock for Q3 2025, up 17% quarter-over-quarter.
  • 28 funds opened new Lindblad Expeditions positions in Q3 2025 and 18 closed out, a net change of +10 holders.
  • The largest Lindblad Expeditions buyer in Q3 2025 was Bank of New York Mellon, an estimated $9.93M added.
  • The largest Lindblad Expeditions seller in Q3 2025 was Ariel Investments, an estimated $18M sold.

Based on aggregated 13F filings for Q3 2025.