We are live on ! Find out more
LIND icon

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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$71.2M +$73.1M +4,114,160 +128,971%
BlackRock
2
BlackRock
New York
$60.6M +$756K +42,538 +1%
AI
3
Ariel Investments
Illinois
$59.5M -$29.8M -1,679,756 -33%
VCM
4
Vanguard Capital Management
Pennsylvania
$36.4M +$37.4M +2,106,280 New
MP
5
MSD Partners
New York
$28.3M +$29M +1,635,281 New
Principal Financial Group
6
Principal Financial Group
Iowa
$26.5M +$834K +46,955 +3%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$22M +$6.99M +393,359 +45%
DCM
8
Driehaus Capital Management
Illinois
$20.5M +$11M +617,993 +109%
UBS Group
9
UBS Group
Switzerland
$18.9M +$4.63M +260,942 +31%
RA
10
Royce & Associates
New York
$18.5M -$383K -21,585 -2%
BDF
11
Black Diamond Financial
Maryland
$18.5M
Select Equity Group
12
Select Equity Group
New York
$18.3M +$18.8M +1,058,055 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$17.6M +$1.95M +110,020 +12%
ACMC
14
Anchor Capital Management Company
North Carolina
$17M -$16.5M -928,758 -49%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$16.7M -$1.19M -66,998 -7%
Goldman Sachs
16
Goldman Sachs
New York
$16M +$5.73M +322,746 +53%
State Street
17
State Street
Massachusetts
$15M +$656K +36,950 +4%
BL
18
BWCP LP
Texas
$15M +$15.4M +865,893 New
PA
19
Pinnacle Associates
New York
$14.5M -$1.23M -69,176 -8%
PCM
20
Penn Capital Management
Pennsylvania
$14.5M -$1.96M -110,606 -12%
Marshall Wace
21
Marshall Wace
United Kingdom
$13.8M +$7.54M +424,744 +113%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$13.6M +$5.18M +291,776 +59%
SAM
23
Silvercrest Asset Management
New York
$13.5M -$1.53M -86,034 -10%
1C
24
1060 Capital
Colorado
$11.2M +$11.5M +644,922 New
N
25
Nuveen
North Carolina
$11.1M +$8.48M +477,559 +292%