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Burke & Herbert Financial Services Corp
BHRB

Overview Fund Activity

135 hedge funds and large institutions have $291M invested in Burke & Herbert Financial Services Corp in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 12 closing their positions.

Holders
135
Holders Change
+16
Holders Change %
+13.45%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
29
Increased
33
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$5.76M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$4.29M
3
ECA
3
Endeavour Capital Advisors
Connecticut
$2.93M
4
AFA
4
AA Financial Advisors
Ohio
$1.75M
5
SBH
5
Segall Bryant & Hamill
Illinois
$1.72M

Top Sellers

1
FL
1
Fourthstone LLC
Missouri
$1.2M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$17.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.06M
5
State Street
5
State Street
Massachusetts
$16.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$57.1M 1,017,041 -8,211 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$41.6M 740,512 +8,349 +1%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$17.7M 316,167 +10,280 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$17.4M 309,497 -31,200 -9%
State Street
5
State Street
Massachusetts
$16.5M 293,597 -12,255 -4%
HCM
6
Hutchinson Capital Management
California
$14.4M 257,080 – –
BHBT
7
Burke & Herbert Bank & Trust
Virginia
$14.1M 251,695 -3,663 -1%
Northern Trust
8
Northern Trust
Illinois
$7.31M 130,293 +176 +0.1%
Charles Schwab
9
Charles Schwab
California
$6.09M 108,573 -1,986 -2%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$5.76M 102,690 +102,690 New
RA
11
Royce & Associates
New York
$4.63M 82,589 +127 +0.2%
Marshall Wace
12
Marshall Wace
United Kingdom
$4.29M 76,447 +76,447 New
Goldman Sachs
13
Goldman Sachs
New York
$4.03M 71,849 +10,117 +16%
VCA
14
Verdence Capital Advisors
Maryland
$4.02M 71,707 +3,323 +5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$3.82M 68,019 -548 -0.8%
EC
16
EJF Capital
Virginia
$3.61M 64,368 +4,210 +7%
Morgan Stanley
17
Morgan Stanley
New York
$3.06M 54,509 -15,726 -22%
ECA
18
Endeavour Capital Advisors
Connecticut
$2.93M 52,148 +52,148 New
American Century Companies
19
American Century Companies
Missouri
$2.92M 52,067 +26,509 +104%
PH
20
Pinnacle Holdings
Oklahoma
$2.43M 43,348 +56 +0.1%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$2.28M 40,631 +28,605 +238%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$2.1M 37,454 -27,072 -42%
Two Sigma Investments
23
Two Sigma Investments
New York
$2.05M 36,516 +28,809 +374%
AFA
24
AA Financial Advisors
Ohio
$1.75M 31,166 +31,166 New
Russell Investments Group
25
Russell Investments Group
United Kingdom
$1.74M 31,019 – –
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