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Burke & Herbert Financial Services Corp
BHRB

Overview Fund Activity

135 hedge funds and large institutions have $291M invested in Burke & Herbert Financial Services Corp in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 12 closing their positions.

Holders
135
Holders Change
+16
Holders Change %
+13.45%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
29
Increased
33
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$5.76M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$4.29M
3
ECA
3
Endeavour Capital Advisors
Connecticut
$2.93M
4
AFA
4
AA Financial Advisors
Ohio
$1.75M
5
SBH
5
Segall Bryant & Hamill
Illinois
$1.72M

Top Sellers

1
FL
1
Fourthstone LLC
Missouri
$1.2M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$17.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.06M
5
State Street
5
State Street
Massachusetts
$16.5M
Name Market Value Shares Shares
Change 		Shares
Change %
S
126
SignatureFD
Georgia
$1.64K 29 – –
CA
127
Continuum Advisory
Idaho
$954 17 +17 New
AAP
128
Arax Advisory Partners
Colorado
$786 14 -166 -92%
Jones Financial Companies
129
Jones Financial Companies
Missouri
$728 13 +13 New
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$673 12 – –
TWD
131
True Wealth Design
Ohio
$618 11 +11 New
PFBT
132
Parkside Financial Bank & Trust
Missouri
$562 10 +10 New
IA
133
IFP Advisors
Florida
– – – –
EWA
134
EverSource Wealth Advisors
Alabama
$281 5 +5 New
SC
135
Stephens Consulting
Michigan
$281 5 +5 New
MWM
136
Mittelman Wealth Management
Massachusetts
– – -7,801 Closed
Raymond James Financial
137
Raymond James Financial
Florida
– – -4,401 Closed
XT
138
XTX Topco
Cayman Islands
– – -3,826 Closed
ProShare Advisors
139
ProShare Advisors
Maryland
– – -3,814 Closed
Squarepoint
140
Squarepoint
New York
– – -3,496 Closed
OQS
141
Occudo Quantitative Strategies
Florida
– – -3,396 Closed
Federated Hermes
142
Federated Hermes
Pennsylvania
– – -732 Closed
RS
143
R Squared
Hong Kong
– – -90 Closed
CFGS
144
Concourse Financial Group Securities
Alabama
– – -50 Closed
US Bancorp
145
US Bancorp
Minnesota
– – -15 Closed
Creative Planning
146
Creative Planning
Kansas
– – -14 Closed
NA
147
NewEdge Advisors
Louisiana
– – -2 Closed
C
148
Covestor
United Kingdom
$0 1 +1 New
2 3 4 5
6