Burke & Herbert Financial Services Corp
BHRB
148 hedge funds and large institutions have $357M invested in Burke & Herbert Financial Services Corp in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 32 reducing their positions, and 14 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
93% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 14
91% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 32
10% more capital invested
Capital invested by funds: $325M → $357M (+$31.4M)
9% more funds holding
Funds holding: 136 → 148 (+12)
2.21% more ownership
Funds ownership: 36.27% → 38.48% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$4.89M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$3.02M |
| 3 |
Goldman Sachs
New York
|
+$2.91M |
| 4 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$2.53M |
| 5 |
State Street
Boston,
Massachusetts
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$2.61M |
| 2 |
AFA
AA Financial Advisors
Columbus,
Ohio
|
-$1.86M |
| 3 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$1.64M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$1.26M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
151
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.11M | -18,632 | Closed |
|
152
Millennium Management
New York
| – | -$909K | -15,225 | Closed |
|
|
EMFAT
153
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| – | -$781K | -13,080 | Closed |
|
|
HSA
154
Hussman Strategic Advisors
Ellicott City,
Maryland
| – | -$627K | -10,500 | Closed |
|
|
DM
155
Delphi Management
Brookline,
Massachusetts
| – | -$310K | -5,184 | Closed |
|
156
HSBC Holdings
London,
United Kingdom
| – | -$271K | -4,533 | Closed |
|
157
VOYA Investment Management
Atlanta,
Georgia
| – | -$242K | -4,045 | Closed |
|
|
AC
158
Avenir Corporation
Alexandria,
Virginia
| – | -$206K | -3,450 | Closed |
|
159
Raymond James Financial
St Petersburg,
Florida
| – | -$8.9K | -149 | Closed |
|
160
BNP Paribas Asset Management
Paris,
France
| – | -$5K | -86 | Closed |
|
161
US Bancorp
Minneapolis,
Minnesota
| – | -$179 | -3 | Closed |
|
|
TPWA
162
Twin Peaks Wealth Advisors
Burlingame,
California
| – | -$60 | -1 | Closed |
|
BHRB Hedge Fund Activity: Q3 2025 in Review
148 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Burke & Herbert Financial Services Corp (BHRB) for Q3 2025, worth a combined $357M — up 9.7% from $325M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new BHRB positions and 14 closed out — a net gain of 13 holders — while 61 added to existing stakes and 32 trimmed.
The largest buyer was American Century Companies, adding an estimated $4.89M. The largest seller was Marshall Wace, cutting an estimated $2.61M.
- 148 institutional investors held Burke & Herbert Financial Services Corp (BHRB) as of Q3 2025, up from 136 in Q2 2025.
- Funds reported $357M of Burke & Herbert Financial Services Corp stock for Q3 2025, up 9.7% quarter-over-quarter.
- 27 funds opened new Burke & Herbert Financial Services Corp positions in Q3 2025 and 14 closed out, a net change of +13 holders.
- The largest Burke & Herbert Financial Services Corp buyer in Q3 2025 was American Century Companies, an estimated $4.89M added.
- The largest Burke & Herbert Financial Services Corp seller in Q3 2025 was Marshall Wace, an estimated $2.61M sold.
Based on aggregated 13F filings for Q3 2025.