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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 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
NAM
103
NTV Asset Management
West Virginia
$280K
CCWM
104
Cassaday & Co Wealth Management
Virginia
$269K
SCM
105
Sterling Capital Management
North Carolina
$253K
AC
106
Avenir Corporation
Virginia
$249K
Osaic Holdings
107
Osaic Holdings
Arizona
$243K
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$232K
PFSRSONJ
109
Police & Firemen's Retirement System of New Jersey
New Jersey
$232K
ASRS
110
Arizona State Retirement System
Arizona
$231K
MP
111
Mangrove Partners
Connecticut
$230K
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$228K
Mariner
113
Mariner
Kansas
$221K
CCG
114
Ceeto Capital Group
Florida
$220K
LBC
115
Lowe Brockenbrough & Co
Virginia
$218K
QT
116
Quantbot Technologies
New York
$218K
SG Americas Securities
117
SG Americas Securities
New York
$216K
IIM
118
INTECH Investment Management
Florida
$208K
PF
119
PlanVest Financial
Maryland
$203K
GLLW
120
Graves Light Lenhart Wealth
Virginia
$200K
KK
121
KLP Kapitalforvaltning
Norway
$181K
ACM
122
Aquatic Capital Management
Illinois
$141K
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