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Burke & Herbert Financial Services Corp

147 hedge funds and large institutions have $356M invested in Burke & Herbert Financial Services Corp in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
ALPS Advisors
Colorado
$457K
MWM
77
Modera Wealth Management
New Jersey
$444K
IC
78
IEQ Capital
California
$424K
Pathstone Holdings
79
Pathstone Holdings
New Jersey
$412K
DC
80
Davenport & Co
Virginia
$392K
Mirae Asset Global ETFs Holdings
81
Mirae Asset Global ETFs Holdings
Hong Kong
$391K
IIM
82
INTECH Investment Management
Florida
$391K
TH
83
TCTC Holdings
Texas
$389K
YIH
84
Y-Intercept (HK)
Hong Kong
$386K
SPS
85
Susquehanna Portfolio Strategies
Pennsylvania
$385K
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$385K
Janus Henderson Group
87
Janus Henderson Group
United Kingdom
$381K
BPA
88
Beacon Pointe Advisors
California
$355K
Verition Fund Management
89
Verition Fund Management
Connecticut
$335K
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$311K
NAM
91
NTV Asset Management
West Virginia
$308K
Stifel Financial
92
Stifel Financial
Missouri
$293K
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$282K
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
Osaic Holdings
96
Osaic Holdings
Arizona
$278K
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$270K
CCWM
98
Cassaday & Co Wealth Management
Virginia
$267K
QCM
99
Quantinno Capital Management
New York
$256K
FNFDCM
100
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$249K