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Burlington

546 hedge funds and large institutions have $16.2B invested in Burlington in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 200 increasing their positions, 223 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

1.53% more ownership

Funds ownership: 105.8%107.33% (+1.5%)

4% less funds holding

Funds holding: 571546 (-25)

10% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 223

16% less capital invested

Capital invested by funds: $19.1B → $16.2B (-$2.98B)

20% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 81

40% less call options, than puts

Call options by funds: $341M | Put options by funds: $569M

Holders
546
Holders Change
-25
Holders Change %
-4.38%
% of All Funds
7.32%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
65
Increased
200
Reduced
223
Closed
81
Calls
$341M
Puts
$569M
Net Calls
-$228M
Net Calls Change
+$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
V
301
ViaWealth
Kansas
$782K
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$779K -$138K -533 -14%
AC
303
Allstate Corporation
Illinois
$774K +$358K +1,383 +74%
LJAC
304
L.J. Altfest & Co
New York
$771K +$225K +868 +37%
VF
305
Virtu Financial
New York
$769K +$836K +3,226 New
AV
306
ASR Vermogensbeheer
Netherlands
$761K +$828K +3,195 New
CS
307
Candriam SCA
Luxembourg
$756K -$10M -38,698 -92%
TPI
308
Trust Point Inc
Wisconsin
$752K -$78.8K -304 -9%
SDIC
309
South Dakota Investment Council
South Dakota
$727K -$25.9K -100 -3%
OF
310
Optimize Financial
California
$717K +$252K +974 +48%
KIM
311
Kestra Investment Management
Texas
$709K +$297K +1,145 +63%
MSRPS
312
Maryland State Retirement & Pension System
Maryland
$706K -$109K -421 -12%
TRCT
313
Tower Research Capital (TRC)
New York
$706K -$114K -439 -13%
IAA
314
Independent Advisor Alliance
North Carolina
$704K -$28.2K -109 -4%
GAM
315
Gotham Asset Management
New York
$696K +$51K +197 +7%
CWM
316
CIBC World Markets
New York
$689K +$2.07K +8 +0.3%
BPC
317
Bryce Point Capital
New York
$671K +$708K +2,731 New
NAS
318
Nicolet Advisory Services
Wisconsin
$661K +$14K +54 +2%
Commonwealth Equity Services
319
Commonwealth Equity Services
Massachusetts
$661K +$27.5K +106 +4%
LTAS
320
Linden Thomas Advisory Services
North Carolina
$661K +$26.9K +104 +4%
CIBC Asset Management
321
CIBC Asset Management
Ontario, Canada
$653K +$38.1K +147 +6%
LOIM
322
Liberty One Investment Management
Illinois
$642K -$25.7K -99 -4%
ProShare Advisors
323
ProShare Advisors
Maryland
$638K -$70.2K -271 -9%
AAS
324
Avantax Advisory Services
Texas
$635K -$39.9K -154 -5%
SFA
325
Sequoia Financial Advisors
Ohio
$630K +$126K +488 +23%