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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
SCM
176
Sterling Capital Management
North Carolina
$4.29K -$160 -9 -4%
FFA
177
Farther Finance Advisors
California
$3.77K +$1.28K +72 +51%
RIL
178
Rothschild Investment LLC
Illinois
$3.69K +$1.67K +94 +79%
EWA
179
EverSource Wealth Advisors
Alabama
$3.27K -$853 -48 -20%
ME
180
McIlrath & Eck
Washington
$2.92K -$12.3K -694 -80%
Jones Financial Companies
181
Jones Financial Companies
Missouri
$2.53K +$2.66K +150 New
EP
182
Essential Partners
California
$2.44K +$1.44K +81 +135%
Simplex Trading
183
Simplex Trading
Illinois
$2.11K +$2.17K +122 New
S
184
SignatureFD
Georgia
$1.25K
BWA
185
Basecamp Wealth Advisors
Washington
$1.23K +$924 +52 +274%
VCM
186
Versant Capital Management
Arizona
$1.02K
PFBT
187
Parkside Financial Bank & Trust
Missouri
$953
WPA
188
Wealth Preservation Advisors
Tennessee
$952 +$977 +55 New
TM
189
Torren Management
California
$761
CIAM
190
Caitong International Asset Management
Hong Kong
$606 +$622 +35 New
SS
191
SBI Securities
Japan
$536 -$15.1K -852 -96%
Los Angeles Capital Management
192
Los Angeles Capital Management
California
$519 -$2.9M -163,086 -100%
KFAS
193
Keating Financial Advisory Services
Kansas
$311 +$320 +18 New
RF
194
Rossby Financial
Florida
$301 +$302 +17 New
US Bancorp
195
US Bancorp
Minnesota
$294 +$302 +17 New
ASN
196
Advisory Services Network
Georgia
$190 +$195 +11 New
SS
197
Sunbelt Securities
Texas
$156 +$160 +9 New
IA
198
IFP Advisors
Florida
$86 -$89 -5 -50%
TWD
199
True Wealth Design
Ohio
$18
AI
200
Aperture Investors
New York
-$4.96M -343,683 Closed