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Burke & Herbert Financial Services Corp

151 hedge funds and large institutions have $370M invested in Burke & Herbert Financial Services Corp in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

6% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 50

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
151
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.39M
2 +$4.19M
3 +$3.59M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.26M
5
Morgan Stanley
Morgan Stanley
New York
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$256K
ASRS
102
Arizona State Retirement System
Arizona
$236K
FNFDCM
103
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$236K
YIH
104
Y-Intercept (HK)
Hong Kong
$236K
PFSRSONJ
105
Police & Firemen's Retirement System of New Jersey
New Jersey
$233K
CCG
106
Ceeto Capital Group
Florida
$220K
LBC
107
Lowe Brockenbrough & Co
Virginia
$218K
SEI Investments
108
SEI Investments
Pennsylvania
$213K
SFI
109
Susquehanna Fundamental Investments
Pennsylvania
$203K
GLLW
110
Graves Light Lenhart Wealth
Virginia
$201K
KK
111
KLP Kapitalforvaltning
Norway
$181K
SO
112
STRS Ohio
Ohio
$162K
FUBT
113
First United Bank & Trust
Maryland
$141K
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$137K
AIP
115
Ameritas Investment Partners
Nebraska
$70.3K
FFO
116
Fortitude Family Office
Arizona
$55K
SOADOR
117
State of Alaska Department of Revenue
Alaska
$37K
M
118
MOTCO
Texas
$36.5K
HWA
119
HHM Wealth Advisors
Tennessee
$34.9K
KAS
120
Kestra Advisory Services
Texas
$30.3K
AB
121
Amalgamated Bank
New York
$26K
SPIA
122
Steward Partners Investment Advisory
New York
$24.9K
TRCT
123
Tower Research Capital (TRC)
New York
$22K
ACM
124
Aquatic Capital Management
Illinois
$21.2K
CHC
125
City Holding Co
West Virginia
$18.8K