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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
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$824K -$684K -11,061 -45%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$813K +$427K +6,902 +105%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$795K +$6.19K +100 +0.8%
Ameriprise
54
Ameriprise
Minnesota
$790K -$396K -6,400 -33%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$785K +$62 +1 +0%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$757K +$31.5K +509 +4%
Jane Street
57
Jane Street
New York
$700K +$100K +1,621 +17%
TI
58
Trexquant Investment
Connecticut
$691K +$122K +1,965 +21%
Citigroup
59
Citigroup
New York
$672K +$110K +1,781 +20%
Deutsche Bank
60
Deutsche Bank
Germany
$667K +$113K +1,832 +20%
Rafferty Asset Management
61
Rafferty Asset Management
New York
$661K +$311K +5,026 +88%
HAM
62
HoldCo Asset Management
Florida
$647K – – –
Two Sigma Advisers
63
Two Sigma Advisers
New York
$624K +$328K +5,300 +110%
PTC
64
Philadelphia Trust Company
Pennsylvania
$608K – – –
VCM
65
Voleon Capital Management
California
$595K +$167K +2,697 +39%
AUB
66
Atlantic Union Bankshares
Virginia
$579K -$30.9K -500 -5%
Empower Advisory Group
67
Empower Advisory Group
Colorado
$570K – – –
PCM
68
Passive Capital Management
Maryland
$538K – – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$524K +$2.23K +36 +0.4%
Citadel Advisors
70
Citadel Advisors
Florida
$517K +$519K +8,388 New
First Trust Advisors
71
First Trust Advisors
Illinois
$510K -$80.8K -1,306 -14%
Point72 Asset Management
72
Point72 Asset Management
Connecticut
$503K +$246K +3,983 +96%
SG Americas Securities
73
SG Americas Securities
New York
$500K +$321K +5,195 +178%
MIM
74
MetLife Investment Management
New Jersey
$494K – – –
Mariner
75
Mariner
Kansas
$463K +$92.5K +1,495 +25%
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.