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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
S
151
SignatureFD
Georgia
$1.82K
TWD
152
True Wealth Design
Ohio
$1.5K -$129 -2 -8%
RFP
153
Root Financial Partners
California
$1.18K +$1.23K +19 New
PWPS
154
Pinnacle Wealth Planning Services
Ohio
$1.06K
C
155
Covestor
United Kingdom
$1K -$905 -14 -47%
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$872
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$747 +$776 +12 New
MCM
158
MAI Capital Management
Ohio
$250 -$259 -4 -50%
SS
159
Sunbelt Securities
Texas
$249 -$65 -1 -20%
FFA
160
Farther Finance Advisors
California
$125 -$3.23K -50 -96%
LFG
161
Larson Financial Group
Missouri
$125 +$129 +2 New
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$62 -$1.81K -28 -97%
TPWA
163
Twin Peaks Wealth Advisors
California
$62 +$65 +1 New
EC
164
EJF Capital
Virginia
-$2.03M -32,618 Closed
Marshall Wace
165
Marshall Wace
United Kingdom
-$2.02M -32,393 Closed
Teacher Retirement System of Texas
166
Teacher Retirement System of Texas
Texas
-$696K -11,177 Closed
PCM
167
Passive Capital Management
Maryland
-$543K -8,715 Closed
Verition Fund Management
168
Verition Fund Management
Connecticut
-$500K -8,030 Closed
IC
169
IEQ Capital
California
-$492K -7,898 Closed
BPA
170
Beacon Pointe Advisors
California
-$362K -5,805 Closed
BIG
171
Brooklyn Investment Group
New York
-$364K -5,796 Closed
Two Sigma Advisers
172
Two Sigma Advisers
New York
-$344K -5,516 Closed
A
173
AlphaQuest
New York
-$265K -4,254 Closed
SFI
174
Susquehanna Fundamental Investments
Pennsylvania
-$203K -3,260 Closed
KAS
175
Kestra Advisory Services
Texas
-$30.3K -487 Closed