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Burke & Herbert Financial Services Corp
BHRB

Overview Fund Activity

134 hedge funds and large institutions have $324M invested in Burke & Herbert Financial Services Corp in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 17 closing their positions.

Holders
134
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
47
Reduced
34
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$6.78M
2
American Century Companies
2
American Century Companies
Missouri
$7.33M
3
State Street
3
State Street
Massachusetts
$20.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$45.5M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$20.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$59M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$16.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$3.01M
4
EC
4
EJF Capital
Virginia
$2.95M
5
Millennium Management
5
Millennium Management
New York
$909K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
126
Clearstead Advisors
Ohio
$1.97K 33 +33 New
S
127
SignatureFD
Georgia
$1.74K 29 – –
Jones Financial Companies
128
Jones Financial Companies
Missouri
$1.49K 25 +12 +92%
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$717 12 – –
TWD
130
True Wealth Design
Ohio
$658 11 – –
RIL
131
Rothschild Investment LLC
Illinois
$597 10 -20 -67%
AF
132
Allworth Financial
California
$180 3 +3 New
US Bancorp
133
US Bancorp
Minnesota
$179 3 +3 New
TPWA
134
Twin Peaks Wealth Advisors
California
$60 1 +1 New
Citadel Advisors
135
Citadel Advisors
Florida
– – -13,338 Closed
QC
136
Quadrature Capital
United Kingdom
– – -7,636 Closed
CF
137
Corebridge Financial
Texas
– – -6,635 Closed
Truist Financial
138
Truist Financial
North Carolina
– – -5,023 Closed
BC
139
Burney Company
Virginia
– – -4,816 Closed
YIH
140
Y-Intercept (HK)
Hong Kong
– – -4,751 Closed
TIAA Trust, National Association
141
TIAA Trust, National Association
North Carolina
– – -4,180 Closed
HI
142
Hendershot Investments
Virginia
– – -3,540 Closed
LFG
143
Larson Financial Group
Missouri
– – -2,521 Closed
SOW
144
State of Wyoming
Wyoming
– – -878 Closed
PD
145
Point72 (DIFC)
United Arab Emirates
– – -148 Closed
VCM
146
Versant Capital Management
Arizona
– – -69 Closed
CCM
147
Coldstream Capital Management
Washington
– – -54 Closed
CA
148
Continuum Advisory
Idaho
– – -17 Closed
AAP
149
Arax Advisory Partners
Colorado
– – -14 Closed
PFBT
150
Parkside Financial Bank & Trust
Missouri
– – -10 Closed
3 4 5
6
7