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Lindblad Expeditions

164 hedge funds and large institutions have $431M invested in Lindblad Expeditions in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

62% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 42

28% more capital invested

Capital invested by funds: $336M → $431M (+$94.7M)

7% more funds holding

Funds holding: 153164 (+11)

1.16% more ownership

Funds ownership: 66.06%67.22% (+1.2%)

6% more call options, than puts

Call options by funds: $362K | Put options by funds: $342K

Holders
164
Holders Change
+11
Holders Change %
+7.19%
% of All Funds
2.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
68
Reduced
42
Closed
15
Calls
$362K
Puts
$342K
Net Calls
+$20K
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Ariel Investments
Illinois
$80.4M -$8.78M -885,715 -11%
BlackRock
2
BlackRock
New York
$34.9M -$964K -97,288 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$26.9M +$316K +31,894 +1%
ACMC
4
Anchor Capital Management Company
North Carolina
$20.8M +$1.34M +135,000 +8%
Principal Financial Group
5
Principal Financial Group
Iowa
$16.3M -$1.19M -120,318 -8%
RA
6
Royce & Associates
New York
$14M -$493K -49,750 -4%
PCM
7
Penn Capital Management
Pennsylvania
$11.1M +$85.4K +8,616 +0.9%
BDF
8
Black Diamond Financial
Maryland
$11M -$4.96K -500 -0.1%
PA
9
Pinnacle Associates
New York
$10.7M -$324K -32,730 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$10.5M +$185K +18,638 +2%
SAM
11
Silvercrest Asset Management
New York
$10.4M
State Street
12
State Street
Massachusetts
$9.58M +$128K +12,916 +2%
Franklin Resources
13
Franklin Resources
California
$9.56M
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$7.78M -$177K -17,836 -3%
DCM
15
Driehaus Capital Management
Illinois
$7.38M -$38.8K -3,917 -0.6%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$6.92M +$3.06M +308,463 +108%
UBS Group
17
UBS Group
Switzerland
$6.79M +$1.86M +187,739 +48%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.75M +$459K +46,284 +9%
Marshall Wace
19
Marshall Wace
United Kingdom
$6.63M +$2.16M +217,638 +62%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$5.06M +$385K +38,830 +10%
FG
21
Formula Growth
Quebec, Canada
$4.86M +$257K +25,928 +7%
Millennium Management
22
Millennium Management
New York
$4.53M +$95.2K +9,609 +3%
AI
23
Aperture Investors
New York
$4.22M -$1.64M -165,091 -31%
Morgan Stanley
24
Morgan Stanley
New York
$4M +$505K +50,941 +17%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$4M +$1.22M +122,819 +56%

LIND Hedge Fund Activity: Q2 2025 in Review

164 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q2 2025, worth a combined $431M — up 28% from $336M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new LIND positions and 15 closed out — a net gain of 11 holders — while 68 added to existing stakes and 42 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $3.06M. The largest seller was Ariel Investments, cutting an estimated $8.78M.

  • 164 institutional investors held Lindblad Expeditions (LIND) as of Q2 2025, up from 153 in Q1 2025.
  • Funds reported $431M of Lindblad Expeditions stock for Q2 2025, up 28% quarter-over-quarter.
  • 26 funds opened new Lindblad Expeditions positions in Q2 2025 and 15 closed out, a net change of +11 holders.
  • The largest Lindblad Expeditions buyer in Q2 2025 was Arrowstreet Capital, an estimated $3.06M added.
  • The largest Lindblad Expeditions seller in Q2 2025 was Ariel Investments, an estimated $8.78M sold.

Based on aggregated 13F filings for Q2 2025.