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Burke & Herbert Financial Services Corp

152 hedge funds and large institutions have $370M invested in Burke & Herbert Financial Services Corp in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

6% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 50

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
152
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.39M
2 +$4.19M
3 +$3.59M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.26M
5
Morgan Stanley
Morgan Stanley
New York
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
126
City Holding Co
West Virginia
$18.8K
EWA
127
EverSource Wealth Advisors
Alabama
$17.5K
SAM
128
Smartleaf Asset Management
Massachusetts
$12.4K
NA
129
NewEdge Advisors
Louisiana
$10.6K
QT
130
Quantbot Technologies
New York
$9.35K
BLC
131
Brown, Lisle/Cummings
Rhode Island
$9.35K
IA
132
IFP Advisors
Florida
$8.22K
Optiver Holding
133
Optiver Holding
Netherlands
$5.23K
AF
134
Allworth Financial
California
$3.99K
GI
135
GAMMA Investing
California
$3.86K
Los Angeles Capital Management
136
Los Angeles Capital Management
California
$3.79K
QL
137
Quarry LP
New York
$3.37K
ECSS
138
Eurizon Capital SGR SpA
$3.37K
FFA
139
Farther Finance Advisors
California
$3.24K
RIL
140
Rothschild Investment LLC
Illinois
$2.8K
C
141
Covestor
United Kingdom
$2K
S
142
SignatureFD
Georgia
$1.82K
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$1.81K
TWD
144
True Wealth Design
Ohio
$1.62K
PWPS
145
Pinnacle Wealth Planning Services
Ohio
$1.06K
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$872
Jones Financial Companies
147
Jones Financial Companies
Missouri
$748
MCM
148
MAI Capital Management
Ohio
$499
SS
149
Sunbelt Securities
Texas
$312
VCM
150
Versant Capital Management
Arizona
$249