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Burke & Herbert Financial Services Corp
BHRB

Overview Fund Activity

135 hedge funds and large institutions have $291M invested in Burke & Herbert Financial Services Corp in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 12 closing their positions.

Holders
135
Holders Change
+16
Holders Change %
+13.45%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
29
Increased
33
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$5.76M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$4.29M
3
ECA
3
Endeavour Capital Advisors
Connecticut
$2.93M
4
AFA
4
AA Financial Advisors
Ohio
$1.75M
5
SBH
5
Segall Bryant & Hamill
Illinois
$1.72M

Top Sellers

1
FL
1
Fourthstone LLC
Missouri
$1.2M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$17.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.06M
5
State Street
5
State Street
Massachusetts
$16.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SBH
26
Segall Bryant & Hamill
Illinois
$1.72M 30,715 +30,715 New
NL
27
Nuveen LLC
North Carolina
$1.69M 30,038 +30,038 New
Millennium Management
28
Millennium Management
New York
$1.66M 29,597 +10,285 +53%
MC
29
Moors & Cabot
Massachusetts
$1.47M 26,113 – –
Swiss National Bank
30
Swiss National Bank
Switzerland
$1.46M 26,100 -300 -1%
Wells Fargo
31
Wells Fargo
California
$1.32M 23,520 +118 +0.5%
Barclays
32
Barclays
United Kingdom
$1.31M 23,289 -5,312 -19%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$1.31M 23,263 +23,263 New
Jane Street
34
Jane Street
New York
$1.29M 22,929 +22,929 New
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$1.23M 21,876 – –
FL
36
Fourthstone LLC
Missouri
$1.2M 21,417 -433,109 -95%
UBS AM
37
UBS AM
Illinois
$1.15M 20,512 – –
Ameriprise
38
Ameriprise
Minnesota
$1.08M 19,202 +19,202 New
Bank of America
39
Bank of America
North Carolina
$994K 17,717 +199 +1%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$991K 17,663 -885 -5%
CSS
41
Cubist Systematic Strategies
Connecticut
$979K 17,451 +17,451 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$975K 17,369 +10,703 +161%
KCM
43
Kennedy Capital Management
Missouri
$851K 15,169 +15,169 New
Franklin Resources
44
Franklin Resources
California
$840K 14,968 – –
Citadel Advisors
45
Citadel Advisors
Florida
$748K 13,338 -6,995 -34%
EMFAT
46
Emerald Mutual Fund Advisers Trust
Pennsylvania
$734K 13,080 – –
Legal & General Group
47
Legal & General Group
United Kingdom
$722K 12,851 – –
Baird Financial Group
48
Baird Financial Group
Wisconsin
$718K 12,790 – –
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$714K 12,722 – –
UBS Group
50
UBS Group
Switzerland
$713K 12,713 +663 +6%
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