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Burke & Herbert Financial Services Corp

163 hedge funds and large institutions have $422M invested in Burke & Herbert Financial Services Corp in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

14% more capital invested

Capital invested by funds: $370M → $422M (+$51.7M)

6% more funds holding

Funds holding: 154163 (+9)

5.5% more ownership

Funds ownership: 39.54%45.04% (+5.5%)

2% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 48

Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
29
Increased
49
Reduced
48
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$282K
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$282K +$292K +4,521 New
NAM
103
NTV Asset Management
West Virginia
$280K -$32.3K -500 -10%
CCWM
104
Cassaday & Co Wealth Management
Virginia
$269K
SCM
105
Sterling Capital Management
North Carolina
$253K -$156K -2,416 -37%
AC
106
Avenir Corporation
Virginia
$249K -$63.3K -980 -20%
Osaic Holdings
107
Osaic Holdings
Arizona
$243K -$38.1K -589 -13%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$232K -$24K -372 -9%
PFSRSONJ
109
Police & Firemen's Retirement System of New Jersey
New Jersey
$232K
ASRS
110
Arizona State Retirement System
Arizona
$231K -$5.04K -78 -2%
MP
111
Mangrove Partners
Connecticut
$230K +$239K +3,692 New
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$228K -$94.8K -1,466 -29%
Mariner
113
Mariner
Kansas
$221K -$172K -2,666 -43%
CCG
114
Ceeto Capital Group
Florida
$220K
LBC
115
Lowe Brockenbrough & Co
Virginia
$218K
QT
116
Quantbot Technologies
New York
$218K +$216K +3,347 +2,231%
SG Americas Securities
117
SG Americas Securities
New York
$216K -$224K -3,463 -50%
IIM
118
INTECH Investment Management
Florida
$208K -$121K -1,871 -36%
PF
119
PlanVest Financial
Maryland
$203K +$210K +3,251 New
GLLW
120
Graves Light Lenhart Wealth
Virginia
$200K
KK
121
KLP Kapitalforvaltning
Norway
$181K
ACM
122
Aquatic Capital Management
Illinois
$141K +$125K +1,929 +567%
FUBT
123
First United Bank & Trust
Maryland
$141K
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$137K
Fidelity Investments
125
Fidelity Investments
Massachusetts
$112K -$581K -8,986 -83%