Burke & Herbert Financial Services Corp
BHRB
136 hedge funds and large institutions have $292M invested in Burke & Herbert Financial Services Corp in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 12 closing their positions.
142% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 12
14% more funds holding
Funds holding: 119 → 136 (+17)
0.01% more ownership
Funds ownership: 34.69% → 34.71% (+0.01%)
8% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 37
10% less capital invested
Capital invested by funds: $324M → $292M (-$32.2M)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$6.28M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$4.67M |
| 3 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$3.19M |
| 4 |
AFA
AA Financial Advisors
Columbus,
Ohio
|
+$1.9M |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$26.5M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.91M |
| 3 |
JP Morgan Chase
New York
|
-$1.65M |
| 4 |
Morgan Stanley
New York
|
-$961K |
| 5 |
State Street
Boston,
Massachusetts
|
-$749K |
BHRB Hedge Fund Activity: Q1 2025 in Review
136 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Burke & Herbert Financial Services Corp (BHRB) for Q1 2025, worth a combined $292M — down 9.9% from $324M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new BHRB positions and 12 closed out — a net gain of 17 holders — while 34 added to existing stakes and 37 trimmed.
The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $6.28M. The largest seller was Fourthstone LLC, cutting an estimated $26.5M.
- 136 institutional investors held Burke & Herbert Financial Services Corp (BHRB) as of Q1 2025, up from 119 in Q4 2024.
- Funds reported $292M of Burke & Herbert Financial Services Corp stock for Q1 2025, down 9.9% quarter-over-quarter.
- 29 funds opened new Burke & Herbert Financial Services Corp positions in Q1 2025 and 12 closed out, a net change of +17 holders.
- The largest Burke & Herbert Financial Services Corp buyer in Q1 2025 was Hotchkis & Wiley Capital Management, an estimated $6.28M added.
- The largest Burke & Herbert Financial Services Corp seller in Q1 2025 was Fourthstone LLC, an estimated $26.5M sold.
Based on aggregated 13F filings for Q1 2025.