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Lindblad Expeditions

174 hedge funds and large institutions have $503M invested in Lindblad Expeditions in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 44

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

17% more capital invested

Capital invested by funds: $431M → $503M (+$72.4M)

6% more funds holding

Funds holding: 164174 (+10)

4.56% more ownership

Funds ownership: 67.22%71.78% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

98% less call options, than puts

Call options by funds: $7K | Put options by funds: $399K

Holders
174
Holders Change
+10
Holders Change %
+6.1%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
74
Reduced
44
Closed
18
Calls
$7K
Puts
$399K
Net Calls
-$392K
Net Calls Change
-$412K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Ariel Investments
Illinois
$70.7M -$18M -1,367,393 -20%
BlackRock
2
BlackRock
New York
$41M +$2.83M +214,995 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$29.9M +$390K +29,642 +1%
ACMC
4
Anchor Capital Management Company
North Carolina
$24.5M +$1.73M +131,203 +7%
Principal Financial Group
5
Principal Financial Group
Iowa
$17.4M -$507K -38,557 -3%
RA
6
Royce & Associates
New York
$14.3M -$1.04M -79,314 -7%
BDF
7
Black Diamond Financial
Maryland
$13.7M +$1.68M +127,950 +14%
PCM
8
Penn Capital Management
Pennsylvania
$12.4M +$216K +16,418 +2%
PA
9
Pinnacle Associates
New York
$12.3M +$550K +41,750 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$11.6M +$44.7K +3,399 +0.4%
SAM
11
Silvercrest Asset Management
New York
$11.1M -$318K -24,158 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$10.9M +$9.93M +754,667 +804%
DCM
13
Driehaus Capital Management
Illinois
$10.8M +$2.77M +210,150 +33%
Millennium Management
14
Millennium Management
New York
$10.7M +$5.87M +446,294 +115%
State Street
15
State Street
Massachusetts
$10.7M +$161K +12,197 +1%
Franklin Resources
16
Franklin Resources
California
$10.5M +$41.6K +3,157 +0.4%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$9.61M +$2.08M +157,786 +27%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$8.12M -$434K -32,976 -5%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.97M +$575K +43,693 +8%
Marshall Wace
20
Marshall Wace
United Kingdom
$7.28M +$8.25K +627 +0.1%
AG
21
Algert Global
California
$7.03M +$3.26M +247,684 +82%
UBS Group
22
UBS Group
Switzerland
$6.75M -$710K -53,945 -9%
Morgan Stanley
23
Morgan Stanley
New York
$6.64M +$2.31M +175,871 +51%
PC
24
Pier Capital
Connecticut
$6.08M +$6.25M +474,709 New
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$5.95M +$417K +31,695 +7%