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
AB
176
Amalgamated Bank
New York
-$26K -425 Closed
NA
177
NewEdge Advisors
Louisiana
-$10.6K -170 Closed
ECSS
178
Eurizon Capital SGR SpA
-$3.37K -54 Closed
Jones Financial Companies
179
Jones Financial Companies
Missouri
-$748 -12 Closed
BWA
180
Basecamp Wealth Advisors
Washington
-$187 -3 Closed
AAP
181
Arax Advisory Partners
Colorado
-$62 -1 Closed