BURL icon

Burlington

499 hedge funds and large institutions have $16.2B invested in Burlington in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 214 increasing their positions, 188 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

43% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 82

60% less call options, than puts

Call options by funds: $238M | Put options by funds: $592M

69% less funds holding in top 10

Funds holding in top 10: 165 (-11)

Holders
499
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$238M
Puts
$592M
Net Calls
Net Calls Change

Top Buyers

1 +$674M
2 +$259M
3 +$64.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$62.3M
5
ACM
Anomaly Capital Management
New York
+$59M

Top Sellers

1 -$166M
2 -$115M
3 -$79.7M
4
SCM
Steadfast Capital Management
New York
-$79.2M
5
Ameriprise
Ameriprise
Minnesota
-$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
301
CIBC World Markets
New York
$610K
Rafferty Asset Management
302
Rafferty Asset Management
New York
$606K
LOIM
303
Liberty One Investment Management
Illinois
$598K
M&T Bank
304
M&T Bank
New York
$594K
Commonwealth Equity Services
305
Commonwealth Equity Services
Massachusetts
$572K
BAMF
306
BI Asset Management Fondsmaeglerselskab
Denmark
$572K
SAM
307
Shell Asset Management
Netherlands
$562K
VT
308
Vise Technologies
New York
$553K
Allianz Asset Management
309
Allianz Asset Management
Germany
$548K
SAM
310
Silvercrest Asset Management
New York
$531K
TPI
311
Trust Point Inc
Wisconsin
$522K
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$521K
SCM
313
Shelton Capital Management
Colorado
$518K
EA
314
Emerald Advisers
Pennsylvania
$504K
WPC
315
Wedmont Private Capital
Pennsylvania
$501K
MML Investors Services
316
MML Investors Services
Massachusetts
$501K
Corient Private Wealth
317
Corient Private Wealth
Florida
$490K
Janney Montgomery Scott
318
Janney Montgomery Scott
Pennsylvania
$487K
HW
319
Hancock Whitney
Mississippi
$485K
MYIA
320
Mount Yale Investment Advisors
Colorado
$481K
ACA
321
Affinity Capital Advisors
California
$457K
CFO
322
Callan Family Office
Pennsylvania
$443K
TRCT
323
Tower Research Capital (TRC)
New York
$427K
PA
324
Procyon Advisors
Connecticut
$414K
KRSITF
325
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$401K