Burke & Herbert Financial Services Corp
BHRB
154 hedge funds and large institutions have $370M invested in Burke & Herbert Financial Services Corp in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 10 closing their positions.
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
4% more funds holding
Funds holding: 148 → 154 (+6)
1.06% more ownership
Funds ownership: 38.48% → 39.54% (+1.1%)
4% more capital invested
Capital invested by funds: $357M → $370M (+$13.7M)
4% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 50
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$4.39M |
| 2 |
Goldman Sachs
New York
|
+$4.19M |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$3.59M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.26M |
| 5 |
Morgan Stanley
New York
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$4.08M |
| 2 |
BHBT
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
-$2.22M |
| 3 |
State Street
Boston,
Massachusetts
|
-$1.42M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.1M |
| 5 |
EC
EJF Capital
Arlington,
Virginia
|
-$1.08M |
BHRB Hedge Fund Activity: Q4 2025 in Review
154 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Burke & Herbert Financial Services Corp (BHRB) for Q4 2025, worth a combined $370M — up 3.8% from $357M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new BHRB positions and 10 closed out — a net gain of 7 holders — while 48 added to existing stakes and 50 trimmed.
The largest buyer was American Century Companies, adding an estimated $4.39M. The largest seller was Fourthstone LLC, cutting an estimated $4.08M.
- 154 institutional investors held Burke & Herbert Financial Services Corp (BHRB) as of Q4 2025, up from 148 in Q3 2025.
- Funds reported $370M of Burke & Herbert Financial Services Corp stock for Q4 2025, up 3.8% quarter-over-quarter.
- 17 funds opened new Burke & Herbert Financial Services Corp positions in Q4 2025 and 10 closed out, a net change of +7 holders.
- The largest Burke & Herbert Financial Services Corp buyer in Q4 2025 was American Century Companies, an estimated $4.39M added.
- The largest Burke & Herbert Financial Services Corp seller in Q4 2025 was Fourthstone LLC, an estimated $4.08M sold.
Based on aggregated 13F filings for Q4 2025.