BHRB icon

Burke & Herbert Financial Services Corp
BHRB

Overview Fund Activity

134 hedge funds and large institutions have $324M invested in Burke & Herbert Financial Services Corp in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 17 closing their positions.

Holders
134
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
47
Reduced
34
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$6.78M
2
American Century Companies
2
American Century Companies
Missouri
$7.33M
3
State Street
3
State Street
Massachusetts
$20.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$45.5M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$20.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$59M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$16.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$3.01M
4
EC
4
EJF Capital
Virginia
$2.95M
5
Millennium Management
5
Millennium Management
New York
$909K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$59M 988,544 -28,497 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$45.5M 761,826 +21,314 +3%
State Street
3
State Street
Massachusetts
$20.6M 344,866 +51,269 +17%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$20.2M 337,425 +21,258 +7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$16.9M 283,238 -26,259 -8%
BHBT
6
Burke & Herbert Bank & Trust
Virginia
$15.5M 259,495 +7,800 +3%
HCM
7
Hutchinson Capital Management
California
$15.4M 257,080 – –
Northern Trust
8
Northern Trust
Illinois
$7.38M 123,521 -6,772 -5%
American Century Companies
9
American Century Companies
Missouri
$7.33M 122,649 +70,582 +136%
FL
10
Fourthstone LLC
Missouri
$6.78M 113,508 +92,091 +430%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$6.69M 112,000 +9,310 +9%
Charles Schwab
12
Charles Schwab
California
$6.56M 109,876 +1,303 +1%
Marshall Wace
13
Marshall Wace
United Kingdom
$5.42M 90,664 +14,217 +19%
RA
14
Royce & Associates
New York
$4.88M 81,662 -927 -1%
VCA
15
Verdence Capital Advisors
Maryland
$4.28M 71,707 – –
Bank of New York Mellon
16
Bank of New York Mellon
New York
$4.13M 69,092 +1,073 +2%
ECA
17
Endeavour Capital Advisors
Connecticut
$3.7M 61,913 +9,765 +19%
Goldman Sachs
18
Goldman Sachs
New York
$3.01M 50,444 -21,405 -30%
Morgan Stanley
19
Morgan Stanley
New York
$2.98M 49,901 -4,608 -8%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$2.96M 49,511 +12,057 +32%
EC
21
EJF Capital
Virginia
$2.95M 49,402 -14,966 -23%
PH
22
Pinnacle Holdings
Oklahoma
$2.59M 43,349 +1 +0%
UBS AM
23
UBS AM
Illinois
$2.21M 36,923 +16,411 +80%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$2.18M 36,515 -4,116 -10%
Barclays
25
Barclays
United Kingdom
$2.09M 34,910 +11,621 +50%
1
2 3 4 5