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Lindblad Expeditions

199 hedge funds and large institutions have $828M invested in Lindblad Expeditions in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,855% more call options, than puts

Call options by funds: $650K | Put options by funds: $22K

58% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more capital invested

Capital invested by funds: $569M → $828M (+$259M)

24% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 55

6% more funds holding

Funds holding: 188199 (+11)

2.06% more ownership

Funds ownership: 71.33%73.38% (+2.1%)

Holders
199
Holders Change
+11
Holders Change %
+5.85%
% of All Funds
2.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
49
Increased
68
Reduced
55
Closed
31
Calls
$650K
Puts
$22K
Net Calls
+$628K
Net Calls Change
+$721K
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
151
Vanguard Investments Australia
Australia
$143K +$146K +8,242 New
Federated Hermes
152
Federated Hermes
Pennsylvania
$138K +$9.89K +557 +8%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$116K +$117K +6,595 +5,152%
AssetMark Inc
154
AssetMark Inc
California
$94.4K +$42.1K +2,373 +77%
SOW
155
State of Wyoming
Wyoming
$88.8K -$76.1K -4,286 -46%
TRCT
156
Tower Research Capital (TRC)
New York
$75.6K +$61.7K +3,474 +387%
KAS
157
Kemnay Advisory Services
New York
$62.2K -$6.54K -368 -9%
AIP
158
Ameritas Investment Partners
Nebraska
$59.7K
Osaic Holdings
159
Osaic Holdings
Arizona
$58K +$2.24K +126 +4%
SOADOR
160
State of Alaska Department of Revenue
Alaska
$47K
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$42.2K +$32K +1,800 +281%
Royal Bank of Canada
162
Royal Bank of Canada
Ontario, Canada
$30K -$48.7K -2,743 -61%
PWPS
163
Pinnacle Wealth Planning Services
Ohio
$25.9K +$19.1K +1,076 +256%
MCM
164
MAI Capital Management
Ohio
$23K +$12.5K +706 +113%
Canada Life
165
Canada Life
Manitoba, Canada
$21K
GI
166
GAMMA Investing
California
$16.4K +$3.43K +193 +25%
QCG
167
Quadrant Capital Group
Ohio
$15.1K
LFG
168
Larson Financial Group
Missouri
$10.7K +$284 +16 +3%
BNP Paribas Asset Management
169
BNP Paribas Asset Management
France
$9.48K +$9.73K +548 New
SAM
170
Smartleaf Asset Management
Massachusetts
$8.87K +$2.19K +123 +30%
AF
171
Allworth Financial
California
$8.77K +$6.5K +366 +260%
C
172
Covestor
United Kingdom
$8K -$3.38K -190 -30%
AAP
173
Arax Advisory Partners
Colorado
$7.42K -$2.61K -147 -26%
Optiver Holding
174
Optiver Holding
Netherlands
$6.26K +$426 +24 +7%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$5.78K -$2.97K -167 -33%