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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
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$950 -$1.19K -32 -52%
SWM
277
SHP Wealth Management
Massachusetts
$655 +$741 +20 New
PWPS
278
Pinnacle Wealth Planning Services
Ohio
$557 +$296 +8 +89%
BGAI
279
Bruce G. Allen Investments
Colorado
$524 +$593 +16 New
RWM
280
Rialto Wealth Management
New York
$492
NA
281
NewEdge Advisors
Louisiana
$491 +$556 +15 New
BIA
282
Bell Investment Advisors
California
$459
UBS AM
283
UBS AM
Illinois
$459 +$407 +11 +367%
FC
284
Financial Consulate
Maryland
$459 +$519 +14 New
CA
285
CoreCap Advisors
Michigan
$426
BWL
286
Bogart Wealth LLC
Virginia
$426 +$482 +13 New
CFM
287
Cornerstone Financial Management
Massachusetts
$426 +$482 +13 New
GIA
288
GHP Investment Advisors
Colorado
$426 +$482 +13 New
CH
289
Cromwell Holdings
Wyoming
$400
TFA
290
Transamerica Financial Advisors
Florida
$399 +$111 +3 +33%
MCM
291
MV Capital Management
Maryland
$361 -$370 -10 -48%
CFD
292
Creative Financial Designs
Indiana
$328 +$370 +10 New
QWM
293
Quaker Wealth Management
New Jersey
$263 +$296 +8 New
ACA
294
American Capital Advisory
Idaho
$230
HNB
295
Huntington National Bank
Ohio
$229 -$482 -13 -65%
AF
296
Advisornet Financial
Minnesota
$229 -$444 -12 -63%
CCWM
297
Cassaday & Co Wealth Management
Virginia
$197 +$222 +6 New
SC
298
SouthState Corp
Florida
$164 -$185 -5 -50%
M
299
MOTCO
Texas
$164
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$164 +$185 +5 New