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Burke & Herbert Financial Services Corp

135 hedge funds and large institutions have $325M invested in Burke & Herbert Financial Services Corp in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
Holders Change %
0%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
48
Reduced
34
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AC
101
Avenir Corporation
Virginia
$206K -$26.9K -450 -12%
SEI Investments
102
SEI Investments
Pennsylvania
$204K -$176K -2,950 -46%
TRCT
103
Tower Research Capital (TRC)
New York
$203K +$173K +2,898 +585%
PFSRSONJ
104
Police & Firemen's Retirement System of New Jersey
New Jersey
$176K
SG Americas Securities
105
SG Americas Securities
New York
$174K -$172K -2,890 -50%
KK
106
KLP Kapitalforvaltning
Norway
$149K
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$132K +$23.9K +400 +22%
AIP
108
Ameritas Investment Partners
Nebraska
$82K
FUBT
109
First United Bank & Trust
Maryland
$68.8K
FFO
110
Fortitude Family Office
Arizona
$55.8K -$60 -1 -0.1%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$50K +$44K +740 +733%
M
112
MOTCO
Texas
$33.9K
HWA
113
HHM Wealth Advisors
Tennessee
$33.4K
AB
114
Amalgamated Bank
New York
$28K
SPIA
115
Steward Partners Investment Advisory
New York
$23.9K
SCM
116
Sterling Capital Management
North Carolina
$21.7K +$7.71K +129 +55%
CHC
117
City Holding Co
West Virginia
$18K
EWA
118
EverSource Wealth Advisors
Alabama
$18K +$17.7K +296 +5,920%
Osaic Holdings
119
Osaic Holdings
Arizona
$14K -$49.5K -829 -78%
NA
120
NewEdge Advisors
Louisiana
$10.1K +$10.1K +169 New
BLC
121
Brown, Lisle/Cummings
Rhode Island
$8.96K
Raymond James Financial
122
Raymond James Financial
Florida
$8.9K +$8.9K +149 New
BNP Paribas Asset Management
123
BNP Paribas Asset Management
France
$5K +$5K +86 New
IA
124
IFP Advisors
Florida
$4.06K +$4.06K +68 New
GI
125
GAMMA Investing
California
$3.94K -$2.75K -46 -41%