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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
AA
76
ALPS Advisors
Colorado
$498K +$33.9K +524 +7%
MIM
77
MetLife Investment Management
New Jersey
$480K -$19.3K -299 -4%
FNFDCM
78
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$473K +$246K +3,801 +100%
QC
79
Quadrature Capital
United Kingdom
$468K +$486K +7,517 New
AUB
80
Atlantic Union Bankshares
Virginia
$460K -$58.2K -900 -11%
MWM
81
Modera Wealth Management
New Jersey
$448K
HSBC Holdings
82
HSBC Holdings
United Kingdom
$423K -$210K -3,254 -32%
Pathstone Holdings
83
Pathstone Holdings
New Jersey
$413K
LPL Financial
84
LPL Financial
California
$409K +$425K +6,570 New
Mirae Asset Global ETFs Holdings
85
Mirae Asset Global ETFs Holdings
Hong Kong
$394K +$5.62K +87 +1%
TH
86
TCTC Holdings
Texas
$393K
Janus Henderson Group
87
Janus Henderson Group
United Kingdom
$386K
MFS
88
Mirabella Financial Services
United Kingdom
$381K +$395K +6,109 New
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$379K -$21.2K -328 -5%
Prudential Financial
90
Prudential Financial
New Jersey
$375K +$389K +6,023 New
YIH
91
Y-Intercept (HK)
Hong Kong
$375K +$144K +2,230 +59%
VGA
92
Vanguard Global Advisers
Pennsylvania
$370K +$384K +5,940 New
SM
93
Salzhauer Michael
$360K +$374K +5,783 New
AWS
94
Alliance Wealth Strategies
Virginia
$354K -$217K -3,355 -37%
PRCP
95
Pacific Ridge Capital Partners
Oregon
$352K +$365K +5,650 New
WANY
96
Wealthspire Advisors (New York)
New York
$296K +$13.5K +209 +5%
Stifel Financial
97
Stifel Financial
Missouri
$296K
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$294K -$20.2K -312 -6%
VIA
99
Vanguard Investments Australia
Australia
$294K +$305K +4,716 New
SPS
100
Susquehanna Portfolio Strategies
Pennsylvania
$292K