We are live on ! Find out more
BHRB icon

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 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

14% more capital invested

Capital invested by funds: $370M → $422M (+$51.7M)

6% more funds holding

Funds holding: 154163 (+9)

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
+9
Holders Change %
+5.84%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
29
Increased
49
Reduced
48
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SO
126
STRS Ohio
Ohio
$87.2K -$77.6K -1,200 -46%
AIP
127
Ameritas Investment Partners
Nebraska
$70.3K
FFO
128
Fortitude Family Office
Arizona
$55K
TRCT
129
Tower Research Capital (TRC)
New York
$44.2K +$23K +356 +101%
SOADOR
130
State of Alaska Department of Revenue
Alaska
$37K
Los Angeles Capital Management
131
Los Angeles Capital Management
California
$36.8K +$34.1K +527 +823%
M
132
MOTCO
Texas
$36.4K
HWA
133
HHM Wealth Advisors
Tennessee
$34.9K
SPIA
134
Steward Partners Investment Advisory
New York
$24.9K
CHC
135
City Holding Co
West Virginia
$18.8K
EWA
136
EverSource Wealth Advisors
Alabama
$12.9K -$4.78K -74 -26%
SAM
137
Smartleaf Asset Management
Massachusetts
$11.7K -$646 -10 -5%
TLFA
138
True Link Financial Advisors
California
$11.5K +$12K +185 New
BLC
139
Brown, Lisle/Cummings
Rhode Island
$9.34K
EP
140
Essential Partners
California
$9.03K -$11.2K -173 -54%
IA
141
IFP Advisors
Florida
$7.41K -$840 -13 -10%
AF
142
Allworth Financial
California
$4.3K +$323 +5 +8%
GI
143
GAMMA Investing
California
$4.11K +$259 +4 +6%
Optiver Holding
144
Optiver Holding
Netherlands
$3.49K -$1.81K -28 -33%
VCM
145
Versant Capital Management
Arizona
$3.12K +$2.97K +46 +1,150%
SS
146
SBI Securities
Japan
$2.62K +$2.65K +41 +4,100%
US Bancorp
147
US Bancorp
Minnesota
$2.55K +$2.65K +41 New
RIL
148
Rothschild Investment LLC
Illinois
$2.43K -$388 -6 -13%
QL
149
Quarry LP
New York
$2.37K -$1.03K -16 -30%
PA
150
Parallel Advisors
California
$1.93K +$2K +31 New