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Burke & Herbert Financial Services Corp

163 hedge funds and large institutions have $422M invested in Burke & Herbert Financial Services Corp in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

14% more capital invested

Capital invested by funds: $370M → $422M (+$51.7M)

6% more funds holding

Funds holding: 154163 (+9)

5.5% more ownership

Funds ownership: 39.54%45.04% (+5.5%)

2% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 48

Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
29
Increased
49
Reduced
48
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$2.83M +$25.9K +400 +0.9%
LSV Asset Management
27
LSV Asset Management
Illinois
$2.82M
UBS Group
28
UBS Group
Switzerland
$2.75M +$712K +11,013 +33%
PH
29
Pinnacle Holdings
Oklahoma
$2.69M -$3.62K -56 -0.1%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$2.51M +$1.32M +20,377 +102%
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$2.39M +$638K +9,876 +35%
JP Morgan Chase
32
JP Morgan Chase
New York
$2.38M -$1.16M -17,974 -32%
Bank of America
33
Bank of America
North Carolina
$2M +$844K +13,063 +68%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$1.69M -$4.65K -72 -0.3%
Swiss National Bank
35
Swiss National Bank
Switzerland
$1.66M
MC
36
Moors & Cabot
Massachusetts
$1.62M
Franklin Resources
37
Franklin Resources
California
$1.48M +$563K +8,716 +58%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$1.36M
N
39
Nuveen
North Carolina
$1.35M +$110K +1,695 +9%
Jane Street
40
Jane Street
New York
$1.33M +$1.38M +21,378 New
Wells Fargo
41
Wells Fargo
California
$1.23M -$649K -10,045 -34%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$1.16M -$21.5K -332 -2%
UBS AM
43
UBS AM
Illinois
$1.14M +$9.82K +152 +0.8%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.13M +$17.8K +276 +2%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$1.13M +$210K +3,248 +22%
Invesco
46
Invesco
Georgia
$1.07M +$52.4K +810 +5%
Principal Financial Group
47
Principal Financial Group
Iowa
$1.04M +$1.08M +16,664 New
Barclays
48
Barclays
United Kingdom
$980K -$819K -12,664 -45%
Universal-Beteiligungs- und Servicegesellschaft
49
Universal-Beteiligungs- und Servicegesellschaft
Germany
$918K
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$915K -$71.4K -1,104 -7%