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Burke & Herbert Financial Services Corp

152 hedge funds and large institutions have $370M invested in Burke & Herbert Financial Services Corp in 2025 Q4 according to their latest regulatory filings, with 16 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 ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

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
152
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
A
101
AlphaQuest
New York
$265K
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$256K
ASRS
103
Arizona State Retirement System
Arizona
$236K
FNFDCM
104
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$236K
YIH
105
Y-Intercept (HK)
Hong Kong
$236K
PFSRSONJ
106
Police & Firemen's Retirement System of New Jersey
New Jersey
$233K
CCG
107
Ceeto Capital Group
Florida
$220K
LBC
108
Lowe Brockenbrough & Co
Virginia
$218K
SEI Investments
109
SEI Investments
Pennsylvania
$213K
SFI
110
Susquehanna Fundamental Investments
Pennsylvania
$203K
GLLW
111
Graves Light Lenhart Wealth
Virginia
$201K
KK
112
KLP Kapitalforvaltning
Norway
$181K
SO
113
STRS Ohio
Ohio
$162K
FUBT
114
First United Bank & Trust
Maryland
$141K
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$137K
AIP
116
Ameritas Investment Partners
Nebraska
$70.3K
FFO
117
Fortitude Family Office
Arizona
$55K
SOADOR
118
State of Alaska Department of Revenue
Alaska
$37K
M
119
MOTCO
Texas
$36.5K
HWA
120
HHM Wealth Advisors
Tennessee
$34.9K
KAS
121
Kestra Advisory Services
Texas
$30.3K
AB
122
Amalgamated Bank
New York
$26K
SPIA
123
Steward Partners Investment Advisory
New York
$24.9K
TRCT
124
Tower Research Capital (TRC)
New York
$22K
ACM
125
Aquatic Capital Management
Illinois
$21.2K