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Burke & Herbert Financial Services Corp
BHRB

Overview Fund Activity

135 hedge funds and large institutions have $291M invested in Burke & Herbert Financial Services Corp in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 12 closing their positions.

Holders
135
Holders Change
+16
Holders Change %
+13.45%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
29
Increased
33
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$5.76M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$4.29M
3
ECA
3
Endeavour Capital Advisors
Connecticut
$2.93M
4
AFA
4
AA Financial Advisors
Ohio
$1.75M
5
SBH
5
Segall Bryant & Hamill
Illinois
$1.72M

Top Sellers

1
FL
1
Fourthstone LLC
Missouri
$1.2M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$17.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.06M
5
State Street
5
State Street
Massachusetts
$16.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$324K 5,767 -671 -10%
JC
77
Jentner Corp
Ohio
$318K 5,667 +45 +0.8%
DM
78
Delphi Management
Massachusetts
$310K 5,520 +980 +22%
NAM
79
NTV Asset Management
West Virginia
$295K 5,265 – –
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$289K 5,142 – –
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$285K 5,078 +791 +18%
Truist Financial
82
Truist Financial
North Carolina
$282K 5,023 -428 -8%
SFI
83
Susquehanna Fundamental Investments
Pennsylvania
$276K 4,924 +4,924 New
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$272K 4,842 -41 -0.8%
BC
85
Burney Company
Virginia
$270K 4,816 – –
Verition Fund Management
86
Verition Fund Management
Connecticut
$270K 4,807 +4,807 New
Stifel Financial
87
Stifel Financial
Missouri
$267K 4,755 – –
YIH
88
Y-Intercept (HK)
Hong Kong
$267K 4,751 +4,751 New
A
89
AlphaQuest
New York
$258K 4,601 +1,711 +59%
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$254K 4,527 – –
VCM
91
Voleon Capital Management
California
$249K 4,444 -481 -10%
WANY
92
Wealthspire Advisors (New York)
New York
$249K 4,429 -1,377 -24%
CCWM
93
Cassaday & Co Wealth Management
Virginia
$242K 4,320 – –
TIAA Trust, National Association
94
TIAA Trust, National Association
North Carolina
$235K 4,180 – –
FNFDCM
95
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$226K 4,028 -840 -17%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$222K 3,959 -342 -8%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$221K 3,989 +3,989 New
AC
98
Avenir Corporation
Virginia
$219K 3,900 – –
ASRS
99
Arizona State Retirement System
Arizona
$217K 3,865 -12 -0.3%
QT
100
Quantbot Technologies
New York
$202K 3,605 +3,604 +360,400%
2 3
4
5 6