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Burke & Herbert Financial Services Corp
BHRB

148 hedge funds and large institutions have $357M invested in Burke & Herbert Financial Services Corp in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

91% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 32

10% more capital invested

Capital invested by funds: $325M → $357M (+$31.4M)

9% more funds holding

Funds holding: 136 → 148 (+12)

2.21% more ownership

Funds ownership: 36.27% → 38.48% (+2.2%)

Holders
148
Holders Change
+12
Holders Change %
+8.82%
% of All Funds
1.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
61
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$4.89M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$3.02M
3
Goldman Sachs
Goldman Sachs
New York
+$2.91M
4
ECA
Endeavour Capital Advisors
Connecticut
+$2.53M
5
State Street
State Street
Massachusetts
+$2.39M

Top Sellers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
-$2.61M
2
AFA
AA Financial Advisors
Ohio
-$1.86M
3
SBH
Segall Bryant & Hamill
Illinois
-$1.64M
4
UBS AM
UBS AM
Illinois
-$1.26M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
76
ALPS Advisors
Colorado
$457K +$459K +7,410 New
MWM
77
Modera Wealth Management
New Jersey
$444K +$61.9K +1,000 +16%
IC
78
IEQ Capital
California
$424K +$425K +6,869 New
Pathstone Holdings
79
Pathstone Holdings
New Jersey
$412K +$2.91K +47 +0.7%
DC
80
Davenport & Co
Virginia
$392K +$393K +6,354 New
Mirae Asset Global ETFs Holdings
81
Mirae Asset Global ETFs Holdings
Hong Kong
$391K -$65.6K -1,060 -14%
IIM
82
INTECH Investment Management
Florida
$391K -$26.2K -424 -6%
TH
83
TCTC Holdings
Texas
$389K – – –
YIH
84
Y-Intercept (HK)
Hong Kong
$386K +$387K +6,256 New
SPS
85
Susquehanna Portfolio Strategies
Pennsylvania
$385K +$386K +6,238 New
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$385K +$71.9K +1,162 +22%
Janus Henderson Group
87
Janus Henderson Group
United Kingdom
$381K +$384K +6,200 New
BPA
88
Beacon Pointe Advisors
California
$355K +$357K +5,761 New
Verition Fund Management
89
Verition Fund Management
Connecticut
$335K +$90.5K +1,463 +37%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$311K -$11.4K -185 -4%
NAM
91
NTV Asset Management
West Virginia
$308K -$16.6K -269 -5%
Stifel Financial
92
Stifel Financial
Missouri
$293K – – –
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$282K -$21.6K -349 -7%
New York State Common Retirement Fund
94
New York State Common Retirement Fund
New York
$279K – – –
WANY
95
Wealthspire Advisors (New York)
New York
$278K +$2.35K +38 +0.8%
Osaic Holdings
96
Osaic Holdings
Arizona
$278K +$3.9K +63 +1%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$270K +$218K +3,529 +420%
CCWM
98
Cassaday & Co Wealth Management
Virginia
$267K – – –
QCM
99
Quantinno Capital Management
New York
$256K +$256K +4,142 New
FNFDCM
100
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$249K +$248 +4 +0.1%
2 3
4
5 6

BHRB Hedge Fund Activity: Q3 2025 in Review

148 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Burke & Herbert Financial Services Corp (BHRB) for Q3 2025, worth a combined $357M — up 9.7% from $325M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BHRB positions and 14 closed out — a net gain of 13 holders — while 61 added to existing stakes and 32 trimmed.

The largest buyer was American Century Companies, adding an estimated $4.89M. The largest seller was Marshall Wace, cutting an estimated $2.61M.

  • 148 institutional investors held Burke & Herbert Financial Services Corp (BHRB) as of Q3 2025, up from 136 in Q2 2025.
  • Funds reported $357M of Burke & Herbert Financial Services Corp stock for Q3 2025, up 9.7% quarter-over-quarter.
  • 27 funds opened new Burke & Herbert Financial Services Corp positions in Q3 2025 and 14 closed out, a net change of +13 holders.
  • The largest Burke & Herbert Financial Services Corp buyer in Q3 2025 was American Century Companies, an estimated $4.89M added.
  • The largest Burke & Herbert Financial Services Corp seller in Q3 2025 was Marshall Wace, an estimated $2.61M sold.

Based on aggregated 13F filings for Q3 2025.