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Burlington
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Overview Fund Activity

496 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, 186 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
-43
Holders Change %
-7.98%
% of All Funds
6.65%
Holding in Top 10
5
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-68.75%
% of All Funds
0.07%
New
47
Increased
214
Reduced
186
Closed
82
Calls
$238M
Puts
$592M
Net Calls
-$354M
Net Calls Change
-$126M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$674M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$259M
3
VNIM
Vaughan Nelson Investment Management
Texas
+$64.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$62.3M
5
ACM
Anomaly Capital Management
New York
+$59M

Top Sellers

1
Holocene Advisors
Holocene Advisors
New York
-$166M
2
Invesco
Invesco
Georgia
-$115M
3
SC
Samlyn Capital
New York
-$79.7M
4
SCM
Steadfast Capital Management
New York
-$79.2M
5
Ameriprise
Ameriprise
Minnesota
-$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOIM
301
Liberty One Investment Management
Illinois
$598K -$28.4K -122 -5%
M&T Bank
302
M&T Bank
New York
$594K +$26.5K +114 +5%
Commonwealth Equity Services
303
Commonwealth Equity Services
Massachusetts
$572K -$73K -314 -11%
BAMF
304
BI Asset Management Fondsmaeglerselskab
Denmark
$572K +$254K +1,091 +80%
SAM
305
Shell Asset Management
Netherlands
$562K +$286K +1,227 +103%
VT
306
Vise Technologies
New York
$553K +$553K +2,376 New
Allianz Asset Management
307
Allianz Asset Management
Germany
$548K -$924K -3,972 -63%
SAM
308
Silvercrest Asset Management
New York
$531K +$9.31K +40 +2%
TPI
309
Trust Point Inc
Wisconsin
$522K -$213K -914 -29%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$521K -$239K -1,028 -31%
SCM
311
Shelton Capital Management
Colorado
$518K -$14.7K -63 -3%
EA
312
Emerald Advisers
Pennsylvania
$504K +$9.07K +39 +2%
WPC
313
Wedmont Private Capital
Pennsylvania
$501K +$6.33K +25 +1%
MML Investors Services
314
MML Investors Services
Massachusetts
$501K +$6.28K +27 +1%
Corient Private Wealth
315
Corient Private Wealth
Florida
$490K +$21.4K +92 +5%
Janney Montgomery Scott
316
Janney Montgomery Scott
Pennsylvania
$487K -$64K -275 -12%
HW
317
Hancock Whitney
Mississippi
$485K +$174K +748 +56%
MYIA
318
Mount Yale Investment Advisors
Colorado
$481K +$33.5K +144 +7%
ACA
319
Affinity Capital Advisors
California
$457K – – –
CFO
320
Callan Family Office
Pennsylvania
$443K +$443K +1,903 New
TRCT
321
Tower Research Capital (TRC)
New York
$427K -$262K -1,127 -38%
PA
322
Procyon Advisors
Connecticut
$414K -$233 -1 -0.1%
KRSITF
323
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$401K -$27.9K -120 -7%
WI
324
Wahed Invest
New York
$398K +$10.2K +44 +3%
FTWA
325
Fifth Third Wealth Advisors
Ohio
$385K -$125K -536 -24%
11 12
13
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