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Burke & Herbert Financial Services Corp

119 hedge funds and large institutions have $324M invested in Burke & Herbert Financial Services Corp in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

36% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 28

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more funds holding

Funds holding: 108119 (+11)

6% more capital invested

Capital invested by funds: $304M → $324M (+$19.5M)

1.31% more ownership

Funds ownership: 33.39%34.69% (+1.3%)

Holders
119
Holders Change
+11
Holders Change %
+10.19%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
19
Increased
38
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M
101
MOTCO
Texas
$36.5K
HWA
102
HHM Wealth Advisors
Tennessee
$34.9K
SCM
103
Sterling Capital Management
North Carolina
$27K +$25.3K +387 +841%
AB
104
Amalgamated Bank
New York
$26K
SPIA
105
Steward Partners Investment Advisory
New York
$24.9K
CHC
106
City Holding Co
West Virginia
$18.8K
AAP
107
Arax Advisory Partners
Colorado
$11.2K -$196 -3 -2%
BLC
108
Brown, Lisle/Cummings
Rhode Island
$9.35K
RS
109
R Squared
Hong Kong
$5.61K +$5.89K +90 New
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$4K -$1.24K -19 -24%
CFGS
111
Concourse Financial Group Securities
Alabama
$3.06K
GI
112
GAMMA Investing
California
$2.74K +$2.42K +37 +529%
S
113
SignatureFD
Georgia
$1.82K
RIL
114
Rothschild Investment LLC
Illinois
$1.25K +$1.31K +20 New
US Bancorp
115
US Bancorp
Minnesota
$935 +$981 +15 New
Creative Planning
116
Creative Planning
Kansas
$873 +$916 +14 New
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$748
IA
118
IFP Advisors
Florida
$312
NA
119
NewEdge Advisors
Louisiana
$127
QT
120
Quantbot Technologies
New York
$62 -$126K -1,933 -100%
KAS
121
Kestra Advisory Services
Texas
-$1.93M -31,594 Closed
Jane Street
122
Jane Street
New York
-$1.14M -18,772 Closed
VF
123
Virtu Financial
New York
-$526K -8,630 Closed
LPL Financial
124
LPL Financial
California
-$302K -4,944 Closed
HighTower Advisors
125
HighTower Advisors
Illinois
-$257K -4,209 Closed