We are live on
!
Find out more
Burke & Herbert Financial Services Corp
BHRB
BHRB
136 hedge funds and large institutions have $292M invested in Burke & Herbert Financial Services Corp in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
142% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 12
14% more funds holding
Funds holding: 119 → 136 (+17)
0.01% more ownership
Funds ownership: 34.69% → 34.71% (+0.01%)
8% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 37
10% less capital invested
Capital invested by funds: $324M → $292M (-$32.2M)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Holders
136
Holders Change
+17
Holders Change %
+14.29%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
29
Increased
34
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$26.5M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.91M |
| 3 |
JP Morgan Chase
New York
|
-$1.65M |
| 4 |
Morgan Stanley
New York
|
-$961K |
| 5 |
State Street
Boston,
Massachusetts
|
-$749K |
