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Burke & Herbert Financial Services Corp

135 hedge funds and large institutions have $325M invested in Burke & Herbert Financial Services Corp in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
Holders Change %
0%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
48
Reduced
34
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFA
26
AA Financial Advisors
Ohio
$1.86M
UBS Group
27
UBS Group
Switzerland
$1.75M +$992K +16,603 +131%
SBH
28
Segall Bryant & Hamill
Illinois
$1.64M -$197K -3,291 -11%
MC
29
Moors & Cabot
Massachusetts
$1.56M
Swiss National Bank
30
Swiss National Bank
Switzerland
$1.56M
Russell Investments Group
31
Russell Investments Group
United Kingdom
$1.56M -$296K -4,959 -16%
Two Sigma Investments
32
Two Sigma Investments
New York
$1.46M -$719K -12,037 -33%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$1.46M +$68.7K +1,150 +5%
Wells Fargo
34
Wells Fargo
California
$1.44M +$32.5K +544 +2%
NL
35
Nuveen LLC
North Carolina
$1.43M -$367K -6,149 -20%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$1.31M
Ameriprise
37
Ameriprise
Minnesota
$1.15M
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.11M +$75.4K +1,263 +7%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$1.07M +$17.8K +298 +2%
Bank of America
40
Bank of America
North Carolina
$1.06M +$657 +11 +0.1%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.01M +$269K +4,500 +36%
LSV Asset Management
42
LSV Asset Management
Illinois
$968K +$968K +16,200 New
AQR Capital Management
43
AQR Capital Management
Connecticut
$955K +$955K +15,988 New
AllianceBernstein
44
AllianceBernstein
Tennessee
$951K +$286K +4,780 +43%
Millennium Management
45
Millennium Management
New York
$909K -$858K -14,372 -49%
KCM
46
Kennedy Capital Management
Missouri
$906K
Franklin Resources
47
Franklin Resources
California
$894K
Universal-Beteiligungs- und Servicegesellschaft
48
Universal-Beteiligungs- und Servicegesellschaft
Germany
$878K +$878K +14,700 New
CSS
49
Cubist Systematic Strategies
Connecticut
$843K -$200K -3,344 -19%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$818K +$514K +8,610 +170%