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Burke & Herbert Financial Services Corp
BHRB

148 hedge funds and large institutions have $357M invested in Burke & Herbert Financial Services Corp in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

91% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 32

10% more capital invested

Capital invested by funds: $325M → $357M (+$31.4M)

9% more funds holding

Funds holding: 136 → 148 (+12)

2.21% more ownership

Funds ownership: 36.27% → 38.48% (+2.2%)

Holders
148
Holders Change
+12
Holders Change %
+8.82%
% of All Funds
1.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
61
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$4.89M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$3.02M
3
Goldman Sachs
Goldman Sachs
New York
+$2.91M
4
ECA
Endeavour Capital Advisors
Connecticut
+$2.53M
5
State Street
State Street
Massachusetts
+$2.39M

Top Sellers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
-$2.61M
2
AFA
AA Financial Advisors
Ohio
-$1.86M
3
SBH
Segall Bryant & Hamill
Illinois
-$1.64M
4
UBS AM
UBS AM
Illinois
-$1.26M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$2.32M +$1.34M +21,700 +136%
Two Sigma Investments
27
Two Sigma Investments
New York
$2.24M +$732K +11,826 +48%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$1.68M +$69.2K +1,119 +4%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$1.65M -$605K -9,783 -27%
Swiss National Bank
30
Swiss National Bank
Switzerland
$1.61M – – –
MC
31
Moors & Cabot
Massachusetts
$1.6M -$9.59K -155 -0.6%
Wells Fargo
32
Wells Fargo
California
$1.57M +$86K +1,389 +6%
Barclays
33
Barclays
United Kingdom
$1.54M -$616K -9,949 -28%
BCM
34
Bridgeway Capital Management
Texas
$1.5M +$1.51M +24,347 New
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$1.36M +$1.36M +21,973 New
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$1.35M – – –
N
37
Nuveen
North Carolina
$1.28M -$192K -3,110 -13%
EF
38
Empowered Funds
Pennsylvania
$1.28M +$1.28M +20,747 New
Bank of America
39
Bank of America
North Carolina
$1.28M +$186K +2,999 +17%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.1M +$61.9K +1,000 +6%
BCM
41
Brookstone Capital Management
Illinois
$1.1M +$1.1M +17,856 New
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$1.1M +$258K +4,168 +30%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$1.09M -$14K -226 -1%
UBS AM
44
UBS AM
Illinois
$1.03M -$1.26M -20,291 -55%
KCM
45
Kennedy Capital Management
Missouri
$936K – – –
Franklin Resources
46
Franklin Resources
California
$923K – – –
Universal-Beteiligungs- und Servicegesellschaft
47
Universal-Beteiligungs- und Servicegesellschaft
Germany
$907K – – –
Invesco
48
Invesco
Georgia
$899K +$152K +2,461 +20%
Teacher Retirement System of Texas
49
Teacher Retirement System of Texas
Texas
$835K +$838K +13,541 New
Legal & General Group
50
Legal & General Group
United Kingdom
$826K – – –
1
2
3 4 5

BHRB Hedge Fund Activity: Q3 2025 in Review

148 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Burke & Herbert Financial Services Corp (BHRB) for Q3 2025, worth a combined $357M — up 9.7% from $325M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BHRB positions and 14 closed out — a net gain of 13 holders — while 61 added to existing stakes and 32 trimmed.

The largest buyer was American Century Companies, adding an estimated $4.89M. The largest seller was Marshall Wace, cutting an estimated $2.61M.

  • 148 institutional investors held Burke & Herbert Financial Services Corp (BHRB) as of Q3 2025, up from 136 in Q2 2025.
  • Funds reported $357M of Burke & Herbert Financial Services Corp stock for Q3 2025, up 9.7% quarter-over-quarter.
  • 27 funds opened new Burke & Herbert Financial Services Corp positions in Q3 2025 and 14 closed out, a net change of +13 holders.
  • The largest Burke & Herbert Financial Services Corp buyer in Q3 2025 was American Century Companies, an estimated $4.89M added.
  • The largest Burke & Herbert Financial Services Corp seller in Q3 2025 was Marshall Wace, an estimated $2.61M sold.

Based on aggregated 13F filings for Q3 2025.