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Lineage Inc

307 hedge funds and large institutions have $2.13B invested in Lineage Inc in 2026 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 127 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 28

102% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 63

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more funds holding

Funds holding: 265307 (+42)

0% more call options, than puts

Call options by funds: $15M | Put options by funds: $15M

4.56% less ownership

Funds ownership: 33.23%28.67% (-4.6%)

20% less capital invested

Capital invested by funds: $2.66B → $2.13B (-$525M)

Holders
307
Holders Change
+42
Holders Change %
+15.85%
% of All Funds
3.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
75
Increased
127
Reduced
63
Closed
28
Calls
$15M
Puts
$15M
Net Calls
+$26K
Net Calls Change
+$4.21M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
251
LRI Investments
Florida
$9.99K +$6.45K +174 +133%
S
252
SignatureFD
Georgia
$9.89K -$35.3K -953 -76%
AP
253
Atwood & Palmer
Missouri
$9.83K
CAM
254
Costello Asset Management
Pennsylvania
$9.83K
CT
255
Clearstead Trust
Maine
$9.27K +$7K +189 +201%
FG
256
Fairman Group
Pennsylvania
$7.54K +$8.52K +230 New
GI
257
GAMMA Investing
California
$6.88K +$3K +81 +63%
SIC
258
SJS Investment Consulting
Ohio
$6.42K +$6.33K +171 +684%
AWM
259
Activest Wealth Management
Florida
$6.36K +$5.26K +142 +273%
C
260
Covestor
United Kingdom
$6K +$482 +13 +7%
PWMG
261
Private Wealth Management Group
New Jersey
$4.88K +$4.48K +121 +432%
EWP
262
Elevation Wealth Partners
California
$4.75K +$5.37K +145 New
AA
263
Ancora Advisors
Ohio
$4.26K
SWA
264
SOA Wealth Advisors
New York
$3.49K +$74 +2 +2%
OCWP
265
Owl Creek Wealth Partners
Colorado
$2.95K +$3.33K +90 New
WPA
266
Wealth Preservation Advisors
Tennessee
$2.82K +$3.19K +86 New
MWA
267
Medallion Wealth Advisors
Connecticut
$2.75K
AssetMark Inc
268
AssetMark Inc
California
$2.26K
RTL
269
Red Tortoise LLC
Georgia
$2.13K
CI
270
CX Institutional
Indiana
$2K +$1.93K +52 New
LFG
271
Larson Financial Group
Missouri
$2K +$2.26K +61 New
ASN
272
Advisory Services Network
Georgia
$1.57K +$1.78K +48 New
JWM
273
JPL Wealth Management
Colorado
$1.28K +$1.45K +39 New
UB
274
UMB Bank
Missouri
$1.11K +$1.26K +34 New
PFBT
275
Parkside Financial Bank & Trust
Missouri
$1.08K +$111 +3 +10%