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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
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$834K -$18.4K -284 -2%
Deutsche Bank
52
Deutsche Bank
Germany
$828K +$104K +1,613 +14%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$824K -$6.53K -101 -0.8%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$803K
XT
55
XTX Topco
Cayman Islands
$794K +$824K +12,750 New
Raymond James Financial
56
Raymond James Financial
Florida
$773K +$802K +12,402 New
Man Group
57
Man Group
United Kingdom
$725K +$752K +11,636 New
Legal & General Group
58
Legal & General Group
United Kingdom
$723K -$182K -2,812 -20%
QA
59
Quattro Advisors
Pennsylvania
$704K
VCM
60
Voleon Capital Management
California
$693K -$70.2K -1,086 -9%
Ameriprise
61
Ameriprise
Minnesota
$680K -$294K -4,550 -29%
HAM
62
HoldCo Asset Management
Florida
$653K
Citigroup
63
Citigroup
New York
$623K +$96K +1,486 +17%
First Trust Advisors
64
First Trust Advisors
Illinois
$616K +$256K +3,966 +67%
PTC
65
Philadelphia Trust Company
Pennsylvania
$614K
VAM
66
Vanguard Asset Management
$594K +$616K +9,530 New
QCM
67
Quantinno Capital Management
New York
$588K +$74.3K +1,150 +14%
Empower Advisory Group
68
Empower Advisory Group
Colorado
$575K
Citadel Advisors
69
Citadel Advisors
Florida
$567K +$263K +4,068 +81%
Rafferty Asset Management
70
Rafferty Asset Management
New York
$533K +$170K +2,629 +44%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$529K +$549K +8,490 New
SEI Investments
72
SEI Investments
Pennsylvania
$521K +$320K +4,944 +144%
Millennium Management
73
Millennium Management
New York
$521K +$69.5K +1,075 +15%
DC
74
Davenport & Co
Virginia
$511K +$120K +1,850 +29%
P
75
&Partners
Tennessee
$499K +$323 +5 +0.1%