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Burke & Herbert Financial Services Corp
BHRB
BHRB
154 hedge funds and large institutions have $370M invested in Burke & Herbert Financial Services Corp in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
4% more funds holding
Funds holding: 148 → 154 (+6)
1.06% more ownership
Funds ownership: 38.48% → 39.54% (+1.1%)
4% more capital invested
Capital invested by funds: $357M → $370M (+$13.7M)
4% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 50
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
154
Holders Change
+6
Holders Change %
+4.05%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
48
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$4.39M |
| 2 |
Goldman Sachs
New York
|
+$4.19M |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$3.59M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.26M |
| 5 |
Morgan Stanley
New York
|
+$2.25M |
Top Sellers
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$4.08M |
| 2 |
BHBT
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
-$2.22M |
| 3 |
State Street
Boston,
Massachusetts
|
-$1.42M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.1M |
| 5 |
EC
EJF Capital
Arlington,
Virginia
|
-$1.08M |
