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Burke & Herbert Financial Services Corp

151 hedge funds and large institutions have $370M invested in Burke & Herbert Financial Services Corp in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

6% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 50

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
151
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.39M
2 +$4.19M
3 +$3.59M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.26M
5
Morgan Stanley
Morgan Stanley
New York
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$831K
Baird Financial Group
52
Baird Financial Group
Wisconsin
$803K
VCM
53
Voleon Capital Management
California
$761K
Deutsche Bank
54
Deutsche Bank
Germany
$728K
QA
55
Quattro Advisors
Pennsylvania
$704K
Teacher Retirement System of Texas
56
Teacher Retirement System of Texas
Texas
$696K
Fidelity Investments
57
Fidelity Investments
Massachusetts
$672K
HAM
58
HoldCo Asset Management
Florida
$653K
PTC
59
Philadelphia Trust Company
Pennsylvania
$614K
Empower Advisory Group
60
Empower Advisory Group
Colorado
$576K
BGIM
61
Brandywine Global Investment Management
Pennsylvania
$570K
AWS
62
Alliance Wealth Strategies
Virginia
$563K
PCM
63
Passive Capital Management
Maryland
$543K
Citigroup
64
Citigroup
New York
$531K
AUB
65
Atlantic Union Bankshares
Virginia
$517K
QCM
66
Quantinno Capital Management
New York
$516K
Verition Fund Management
67
Verition Fund Management
Connecticut
$500K
MIM
68
MetLife Investment Management
New Jersey
$499K
P
69
&Partners
Tennessee
$498K
IC
70
IEQ Capital
California
$492K
AA
71
ALPS Advisors
Colorado
$466K
Millennium Management
72
Millennium Management
New York
$454K
MWM
73
Modera Wealth Management
New Jersey
$449K
SG Americas Securities
74
SG Americas Securities
New York
$432K
Pathstone Holdings
75
Pathstone Holdings
New Jersey
$413K