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Burke & Herbert Financial Services Corp
BHRB

Overview Fund Activity

135 hedge funds and large institutions have $325M invested in Burke & Herbert Financial Services Corp in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
–
Holders Change %
0%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
48
Reduced
34
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
Fourthstone LLC
Missouri
$6.78M
2
American Century Companies
American Century Companies
Missouri
$7.33M
3
State Street
State Street
Massachusetts
$20.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
$45.5M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$20.2M

Top Sellers

1
BlackRock
BlackRock
New York
$59M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$16.9M
3
Goldman Sachs
Goldman Sachs
New York
$3.01M
4
EC
EJF Capital
Virginia
$2.95M
5
Millennium Management
Millennium Management
New York
$909K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$59M -$1.7M -28,497 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$45.5M +$1.27M +21,314 +3%
State Street
3
State Street
Massachusetts
$20.6M +$3.06M +51,269 +17%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$20.2M +$1.27M +21,258 +7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$16.9M -$1.57M -26,259 -8%
BHBT
6
Burke & Herbert Bank & Trust
Virginia
$15.5M +$466K +7,800 +3%
HCM
7
Hutchinson Capital Management
California
$15.4M – – –
Northern Trust
8
Northern Trust
Illinois
$7.38M -$404K -6,772 -5%
American Century Companies
9
American Century Companies
Missouri
$7.33M +$4.22M +70,582 +136%
FL
10
Fourthstone LLC
Missouri
$6.78M +$5.5M +92,091 +430%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$6.69M +$556K +9,310 +9%
Charles Schwab
12
Charles Schwab
California
$6.56M +$77.8K +1,303 +1%
Marshall Wace
13
Marshall Wace
United Kingdom
$5.42M +$849K +14,217 +19%
RA
14
Royce & Associates
New York
$4.88M -$55.4K -927 -1%
VCA
15
Verdence Capital Advisors
Maryland
$4.28M – – –
Bank of New York Mellon
16
Bank of New York Mellon
New York
$4.13M +$64.1K +1,073 +2%
ECA
17
Endeavour Capital Advisors
Connecticut
$3.7M +$583K +9,765 +19%
Goldman Sachs
18
Goldman Sachs
New York
$3.01M -$1.28M -21,405 -30%
Morgan Stanley
19
Morgan Stanley
New York
$2.98M -$275K -4,608 -8%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$2.96M +$720K +12,057 +32%
EC
21
EJF Capital
Virginia
$2.95M -$894K -14,966 -23%
PH
22
Pinnacle Holdings
Oklahoma
$2.59M +$60 +1 +0%
UBS AM
23
UBS AM
Illinois
$2.21M +$980K +16,411 +80%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$2.18M -$246K -4,116 -10%
Barclays
25
Barclays
United Kingdom
$2.09M +$695K +11,621 +50%
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