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Lindblad Expeditions

186 hedge funds and large institutions have $569M invested in Lindblad Expeditions in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.45% less ownership

Funds ownership: 71.78%71.33% (-0.45%)

11% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 65

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $93K

Holders
186
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
Puts
$93K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
151
AssetMark Inc
California
$44.4K
SOADOR
152
State of Alaska Department of Revenue
Alaska
$39K
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$33K
Canada Life
154
Canada Life
Manitoba, Canada
$18K
AB
155
Amalgamated Bank
New York
$17K
QL
156
Quarry LP
New York
$13.1K
TRCT
157
Tower Research Capital (TRC)
New York
$12.9K
SS
158
SBI Securities
Japan
$12.7K
QCG
159
Quadrant Capital Group
Ohio
$12.6K
ME
160
McIlrath & Eck
Washington
$12.4K
GI
161
GAMMA Investing
California
$10.9K
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$9.23K
C
163
Covestor
United Kingdom
$9K
MCM
164
MAI Capital Management
Ohio
$9K
LFG
165
Larson Financial Group
Missouri
$8.72K
AAP
166
Arax Advisory Partners
Colorado
$8.31K
ACM
167
Aster Capital Management
United Arab Emirates
$8.12K
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$7.22K
PWPS
169
Pinnacle Wealth Planning Services
Ohio
$6.07K
SAM
170
Smartleaf Asset Management
Massachusetts
$5.93K
Optiver Holding
171
Optiver Holding
Netherlands
$4.87K
SCM
172
Sterling Capital Management
North Carolina
$3.71K
EWA
173
EverSource Wealth Advisors
Alabama
$3.42K
AF
174
Allworth Financial
California
$2.03K
FFA
175
Farther Finance Advisors
California
$2.03K