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Burke & Herbert Financial Services Corp
BHRB

Overview Fund Activity

134 hedge funds and large institutions have $324M invested in Burke & Herbert Financial Services Corp in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 17 closing their positions.

Holders
134
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
47
Reduced
34
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$6.78M
2
American Century Companies
2
American Century Companies
Missouri
$7.33M
3
State Street
3
State Street
Massachusetts
$20.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$45.5M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$20.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$59M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$16.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$3.01M
4
EC
4
EJF Capital
Virginia
$2.95M
5
Millennium Management
5
Millennium Management
New York
$909K
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
76
Modera Wealth Management
New Jersey
$370K 6,200 – –
Mariner
77
Mariner
Kansas
$358K 6,002 -1,230 -17%
JC
78
Jentner Corp
Ohio
$341K 5,717 +50 +0.9%
Rafferty Asset Management
79
Rafferty Asset Management
New York
$340K 5,687 +5,687 New
NAM
80
NTV Asset Management
West Virginia
$314K 5,265 – –
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$313K 5,239 -528 -9%
Focus Partners Wealth
82
Focus Partners Wealth
Massachusetts
$312K 5,217 +75 +1%
DM
83
Delphi Management
Massachusetts
$310K 5,184 -336 -6%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$294K 4,919 +77 +2%
Two Sigma Advisers
85
Two Sigma Advisers
New York
$288K 4,816 -2,100 -30%
Stifel Financial
86
Stifel Financial
Missouri
$284K 4,755 – –
HSBC Holdings
87
HSBC Holdings
United Kingdom
$271K 4,533 +544 +14%
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$270K 4,527 – –
WANY
89
Wealthspire Advisors (New York)
New York
$267K 4,472 +43 +1%
SFI
90
Susquehanna Fundamental Investments
Pennsylvania
$265K 4,429 -495 -10%
CCWM
91
Cassaday & Co Wealth Management
Virginia
$258K 4,320 – –
Point72 Asset Management
92
Point72 Asset Management
Connecticut
$249K 4,163 +4,163 New
VOYA Investment Management
93
VOYA Investment Management
Georgia
$242K 4,045 +86 +2%
FNFDCM
94
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$241K 4,032 +4 +0.1%
Verition Fund Management
95
Verition Fund Management
Connecticut
$237K 3,960 -847 -18%
ASRS
96
Arizona State Retirement System
Arizona
$234K 3,912 +47 +1%
QT
97
Quantbot Technologies
New York
$233K 3,897 +292 +8%
CCG
98
Ceeto Capital Group
Florida
$211K 3,536 – –
LBC
99
Lowe Brockenbrough & Co
Virginia
$209K 3,500 +3,500 New
AC
100
Avenir Corporation
Virginia
$206K 3,450 -450 -12%
2 3
4
5 6