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Burke & Herbert Financial Services Corp

136 hedge funds and large institutions have $325M invested in Burke & Herbert Financial Services Corp in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 33

11% more capital invested

Capital invested by funds: $292M → $325M (+$33.4M)

1.56% more ownership

Funds ownership: 34.71%36.27% (+1.6%)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding

Funds holding: 136136 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
136
Holders Change
Holders Change %
0%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
49
Reduced
33
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$59M -$1.58M -28,497 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$45.5M +$1.18M +21,314 +3%
State Street
3
State Street
Massachusetts
$20.6M +$2.84M +51,269 +17%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$20.2M +$1.18M +21,258 +7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$16.9M -$1.45M -26,259 -8%
BHBT
6
Burke & Herbert Bank & Trust
Virginia
$15.5M +$432K +7,800 +3%
HCM
7
Hutchinson Capital Management
California
$15.4M
Northern Trust
8
Northern Trust
Illinois
$7.38M -$375K -6,772 -5%
American Century Companies
9
American Century Companies
Missouri
$7.33M +$3.91M +70,582 +136%
FL
10
Fourthstone LLC
Missouri
$6.78M +$5.1M +92,091 +430%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$6.69M +$516K +9,310 +9%
Charles Schwab
12
Charles Schwab
California
$6.56M +$72.2K +1,303 +1%
Marshall Wace
13
Marshall Wace
United Kingdom
$5.42M +$787K +14,217 +19%
RA
14
Royce & Associates
New York
$4.88M -$51.3K -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 +$59.4K +1,073 +2%
ECA
17
Endeavour Capital Advisors
Connecticut
$3.7M +$541K +9,765 +19%
Goldman Sachs
18
Goldman Sachs
New York
$3.01M -$1.19M -21,405 -30%
Morgan Stanley
19
Morgan Stanley
New York
$2.98M -$255K -4,608 -8%
JP Morgan Chase
20
JP Morgan Chase
New York
$2.96M +$668K +12,057 +32%
EC
21
EJF Capital
Virginia
$2.95M -$829K -14,966 -23%
PH
22
Pinnacle Holdings
Oklahoma
$2.59M +$55 +1 +0%
UBS AM
23
UBS AM
Illinois
$2.21M +$909K +16,411 +80%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$2.18M -$228K -4,116 -10%
Barclays
25
Barclays
United Kingdom
$2.09M +$644K +11,621 +50%

BHRB Hedge Fund Activity: Q2 2025 in Review

136 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Burke & Herbert Financial Services Corp (BHRB) for Q2 2025, worth a combined $325M — up 11% from $292M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BHRB positions and 18 closed out — a net gain of 1 holder — while 49 added to existing stakes and 33 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $5.1M. The largest seller was BlackRock, cutting an estimated $1.58M.

  • 136 institutional investors held Burke & Herbert Financial Services Corp (BHRB) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $325M of Burke & Herbert Financial Services Corp stock for Q2 2025, up 11% quarter-over-quarter.
  • 19 funds opened new Burke & Herbert Financial Services Corp positions in Q2 2025 and 18 closed out, a net change of +1 holder.
  • The largest Burke & Herbert Financial Services Corp buyer in Q2 2025 was Fourthstone LLC, an estimated $5.1M added.
  • The largest Burke & Herbert Financial Services Corp seller in Q2 2025 was BlackRock, an estimated $1.58M sold.

Based on aggregated 13F filings for Q2 2025.