Burke & Herbert Financial Services Corp
BHRB
163 hedge funds and large institutions have $422M invested in Burke & Herbert Financial Services Corp in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 18 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
61% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 18
14% more capital invested
Capital invested by funds: $370M → $422M (+$51.7M)
6% more funds holding
Funds holding: 154 → 163 (+9)
5.5% more ownership
Funds ownership: 39.54% → 45.04% (+5.5%)
2% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Evermay Wealth Management
Arlington,
Virginia
|
+$12M |
| 2 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$11.6M |
| 3 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$11.2M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$4.57M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EJF Capital
Arlington,
Virginia
|
-$2.03M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$2.02M |
| 3 |
JP Morgan Chase
New York
|
-$1.16M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.11M |
| 5 |
Barclays
London,
United Kingdom
|
-$819K |
BHRB Hedge Fund Activity: Q1 2026 in Review
163 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Burke & Herbert Financial Services Corp (BHRB) for Q1 2026, worth a combined $422M — up 14% from $370M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new BHRB positions and 18 closed out — a net gain of 11 holders — while 49 added to existing stakes and 48 trimmed.
The largest buyer was Evermay Wealth Management, opening a new position worth an estimated $12M. The largest seller was EJF Capital, exiting entirely with an estimated $2.03M sold.
- 163 institutional investors held Burke & Herbert Financial Services Corp (BHRB) as of Q1 2026, up from 154 in Q4 2025.
- Funds reported $422M of Burke & Herbert Financial Services Corp stock for Q1 2026, up 14% quarter-over-quarter.
- 29 funds opened new Burke & Herbert Financial Services Corp positions in Q1 2026 and 18 closed out, a net change of +11 holders.
- The largest Burke & Herbert Financial Services Corp buyer in Q1 2026 was Evermay Wealth Management, an estimated $12M added.
- The largest Burke & Herbert Financial Services Corp seller in Q1 2026 was EJF Capital, an estimated $2.03M sold.
Based on aggregated 13F filings for Q1 2026.