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Burke & Herbert Financial Services Corp

152 hedge funds and large institutions have $370M invested in Burke & Herbert Financial Services Corp in 2025 Q4 according to their latest regulatory filings, with 16 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 ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

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
152
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
HSBC Holdings
59
HSBC Holdings
United Kingdom
$627K
PTC
60
Philadelphia Trust Company
Pennsylvania
$614K
Empower Advisory Group
61
Empower Advisory Group
Colorado
$576K
BGIM
62
Brandywine Global Investment Management
Pennsylvania
$570K
AWS
63
Alliance Wealth Strategies
Virginia
$563K
PCM
64
Passive Capital Management
Maryland
$543K
Citigroup
65
Citigroup
New York
$531K
AUB
66
Atlantic Union Bankshares
Virginia
$517K
QCM
67
Quantinno Capital Management
New York
$516K
Verition Fund Management
68
Verition Fund Management
Connecticut
$500K
MIM
69
MetLife Investment Management
New Jersey
$499K
P
70
&Partners
Tennessee
$498K
IC
71
IEQ Capital
California
$492K
AA
72
ALPS Advisors
Colorado
$466K
Millennium Management
73
Millennium Management
New York
$454K
MWM
74
Modera Wealth Management
New Jersey
$449K
SG Americas Securities
75
SG Americas Securities
New York
$432K