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Burke & Herbert Financial Services Corp
BHRB

Overview Fund Activity

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
–

Top Buyers

1
FL
Fourthstone LLC
Missouri
+$5.5M
2
American Century Companies
American Century Companies
Missouri
+$4.22M
3
State Street
State Street
Massachusetts
+$3.06M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.27M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.27M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.7M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.57M
3
Goldman Sachs
Goldman Sachs
New York
-$1.28M
4
EC
EJF Capital
Virginia
-$894K
5
Millennium Management
Millennium Management
New York
-$858K
Name Holding Trade Value Shares
Change 		Shares
Change %
C
126
Covestor
United Kingdom
$2K +$1.92K +25 +2,500%
CA
127
Clearstead Advisors
Ohio
$1.97K +$1.97K +33 New
S
128
SignatureFD
Georgia
$1.74K – – –
Jones Financial Companies
129
Jones Financial Companies
Missouri
$1.49K +$716 +12 +92%
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$717 – – –
TWD
131
True Wealth Design
Ohio
$658 – – –
RIL
132
Rothschild Investment LLC
Illinois
$597 -$1.19K -20 -67%
AF
133
Allworth Financial
California
$180 +$180 +3 New
US Bancorp
134
US Bancorp
Minnesota
$179 +$179 +3 New
TPWA
135
Twin Peaks Wealth Advisors
California
$60 +$60 +1 New
Citadel Advisors
136
Citadel Advisors
Florida
– -$748K -13,338 Closed
QC
137
Quadrature Capital
United Kingdom
– -$428K -7,636 Closed
CF
138
Corebridge Financial
Texas
– -$372K -6,635 Closed
Truist Financial
139
Truist Financial
North Carolina
– -$282K -5,023 Closed
BC
140
Burney Company
Virginia
– -$270K -4,816 Closed
YIH
141
Y-Intercept (HK)
Hong Kong
– -$267K -4,751 Closed
TIAA Trust, National Association
142
TIAA Trust, National Association
North Carolina
– -$235K -4,180 Closed
HI
143
Hendershot Investments
Virginia
– -$199K -3,540 Closed
LFG
144
Larson Financial Group
Missouri
– -$141K -2,521 Closed
SOW
145
State of Wyoming
Wyoming
– -$49.3K -878 Closed
PD
146
Point72 (DIFC)
United Arab Emirates
– -$8.33K -148 Closed
VCM
147
Versant Capital Management
Arizona
– -$3.87K -69 Closed
CCM
148
Coldstream Capital Management
Washington
– -$3.03K -54 Closed
CA
149
Continuum Advisory
Idaho
– -$954 -17 Closed
AAP
150
Arax Advisory Partners
Colorado
– -$786 -14 Closed
3 4 5
6
7