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Lindblad Expeditions

173 hedge funds and large institutions have $504M invested in Lindblad Expeditions in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 45 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: 67.3%71.85% (+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
SS
151
SBI Securities
Japan
$11.3K
ME
152
McIlrath & Eck
Washington
$11K
MCM
153
MAI Capital Management
Ohio
$7.99K
S
154
SignatureFD
Georgia
$5.5K
SAM
155
Smartleaf Asset Management
Massachusetts
$5.2K
BNP Paribas Asset Management
156
BNP Paribas Asset Management
France
$5K
Optiver Holding
157
Optiver Holding
Netherlands
$4.33K
EWA
158
EverSource Wealth Advisors
Alabama
$3.2K
AF
159
Allworth Financial
California
$2.77K
GI
160
GAMMA Investing
California
$2.64K
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$2.05K
LFG
162
Larson Financial Group
Missouri
$2.01K
Nisa Investment Advisors
163
Nisa Investment Advisors
Missouri
$1.72K
CA
164
Clearstead Advisors
Ohio
$1.46K
IA
165
IFP Advisors
Florida
$1.46K
RIL
166
Rothschild Investment LLC
Illinois
$1.41K
SCM
167
Sterling Capital Management
North Carolina
$1.17K
FFA
168
Farther Finance Advisors
California
$858
VCM
169
Versant Capital Management
Arizona
$755
PFBT
170
Parkside Financial Bank & Trust
Missouri
$705
TWD
171
True Wealth Design
Ohio
$359
PA
172
Parallel Advisors
California
$90
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
$26
Citadel Advisors
174
Citadel Advisors
Florida
ECM
175
ExodusPoint Capital Management
New York