We are live on ! Find out more
LIND icon

Lindblad Expeditions

188 hedge funds and large institutions have $569M invested in Lindblad Expeditions in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

13% more capital invested

Capital invested by funds: $503M → $569M (+$66.1M)

8% more funds holding

Funds holding: 174188 (+14)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.45% less ownership

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

12% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 66

100% less call options, than puts

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

Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
58
Reduced
66
Closed
13
Calls
Puts
$93K
Net Calls
-$93K
Net Calls Change
+$299K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$1.85K +$1.61K +128 New
RIL
177
Rothschild Investment LLC
Illinois
$1.72K +$114 +9 +8%
S
178
SignatureFD
Georgia
$1.04K -$4.51K -358 -83%
EP
179
Essential Partners
California
$865 -$618 -49 -45%
VCM
180
Versant Capital Management
Arizona
$851
PFBT
181
Parkside Financial Bank & Trust
Missouri
$794
TM
182
Torren Management
California
$634 +$555 +44 New
BWA
183
Basecamp Wealth Advisors
Washington
$274 +$240 +19 New
IA
184
IFP Advisors
Florida
$144 -$88 -7 -41%
CA
185
Clearstead Advisors
Ohio
$101 -$1.35K -107 -94%
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$29
TWD
187
True Wealth Design
Ohio
$15 -$341 -27 -96%
Prudential Financial
188
Prudential Financial
New Jersey
-$279K -21,830 Closed
SDJVC
189
St. Denis J. Villere & Co
Louisiana
-$257K -20,071 Closed
IQI
190
Integrated Quantitative Investments
Washington
-$255K -19,901 Closed
XT
191
XTX Topco
Cayman Islands
-$208K -16,280 Closed
JSL
192
JT Stratford LLC
Georgia
-$202K -15,819 Closed
GS
193
GWN Securities
Florida
-$198K -15,431 Closed
PTC
194
Petrus Trust Company
Texas
-$140K -10,952 Closed
OSAM
195
O'Shaughnessy Asset Management
Connecticut
-$136K -10,611 Closed
Zurich Cantonal Bank
196
Zurich Cantonal Bank
Switzerland
-$78.4K -6,220 Closed
Simplex Trading
197
Simplex Trading
Illinois
-$64K -5,047 Closed
MCM
198
Manchester Capital Management
Vermont
-$52.7K -4,115 Closed
BNP Paribas Asset Management
199
BNP Paribas Asset Management
France
-$5K -410 Closed
PA
200
Parallel Advisors
California
-$90 -7 Closed

LIND Hedge Fund Activity: Q4 2025 in Review

188 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q4 2025, worth a combined $569M — up 13% from $503M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new LIND positions and 13 closed out — a net gain of 15 holders — while 58 added to existing stakes and 66 trimmed.

The largest buyer was UBS Group, adding an estimated $3.86M. The largest seller was Franklin Resources, cutting an estimated $10M.

  • 188 institutional investors held Lindblad Expeditions (LIND) as of Q4 2025, up from 174 in Q3 2025.
  • Funds reported $569M of Lindblad Expeditions stock for Q4 2025, up 13% quarter-over-quarter.
  • 28 funds opened new Lindblad Expeditions positions in Q4 2025 and 13 closed out, a net change of +15 holders.
  • The largest Lindblad Expeditions buyer in Q4 2025 was UBS Group, an estimated $3.86M added.
  • The largest Lindblad Expeditions seller in Q4 2025 was Franklin Resources, an estimated $10M sold.

Based on aggregated 13F filings for Q4 2025.