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Burke & Herbert Financial Services Corp

163 hedge funds and large institutions have $422M invested in Burke & Herbert Financial Services Corp in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

14% more capital invested

Capital invested by funds: $370M → $422M (+$51.7M)

6% more funds holding

Funds holding: 154163 (+9)

5.5% more ownership

Funds ownership: 39.54%45.04% (+5.5%)

2% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 48

Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
29
Increased
49
Reduced
48
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$61.2M +$162K +2,510 +0.3%
VCM
2
Vanguard Capital Management
Pennsylvania
$35M +$36.3M +562,215 New
State Street
3
State Street
Massachusetts
$25.2M +$2.78M +43,023 +12%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$23.7M +$578K +8,936 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$22.9M +$3.23M +49,957 +16%
American Century Companies
6
American Century Companies
Missouri
$21.3M +$4.57M +70,753 +26%
ECA
7
Endeavour Capital Advisors
Connecticut
$19M +$11.6M +179,866 +144%
HCM
8
Hutchinson Capital Management
California
$16.1M
FL
9
Fourthstone LLC
Missouri
$15.3M +$11.2M +173,758 +239%
BHBT
10
Burke & Herbert Bank & Trust
Virginia
$13.8M -$4.85K -75 -0%
EWM
11
Evermay Wealth Management
Virginia
$11.6M +$12M +185,765 New
Goldman Sachs
12
Goldman Sachs
New York
$11.4M +$1.22M +18,870 +11%
VPM
13
Vanguard Portfolio Management
Pennsylvania
$8.35M +$8.66M +133,975 New
Northern Trust
14
Northern Trust
Illinois
$7.39M +$376K +5,822 +5%
Charles Schwab
15
Charles Schwab
California
$6.86M +$45.6K +705 +0.6%
BCM
16
Bridgeway Capital Management
Texas
$6.41M +$1.37M +21,227 +26%
Morgan Stanley
17
Morgan Stanley
New York
$6.41M +$355K +5,498 +6%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$6.33M -$259K -4,000 -4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$5.49M -$94K -1,455 -2%
VFT
20
Vanguard Fiduciary Trust
Pennsylvania
$5.33M +$5.53M +85,492 New
VCA
21
Verdence Capital Advisors
Maryland
$4.91M +$781K +12,079 +18%
EF
22
Empowered Funds
Pennsylvania
$4.19M +$1.37M +21,227 +46%
RA
23
Royce & Associates
New York
$3.68M -$57.7K -893 -1%
AQR Capital Management
24
AQR Capital Management
Connecticut
$3.58M -$1.11M -17,124 -23%
Two Sigma Investments
25
Two Sigma Investments
New York
$2.95M +$990K +15,322 +48%