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Burlington

624 hedge funds and large institutions have $20.9B invested in Burlington in 2026 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 245 increasing their positions, 174 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 65

41% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 174

10% more funds holding

Funds holding: 567624 (+57)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

6% more capital invested

Capital invested by funds: $19.7B → $20.9B (+$1.27B)

5.05% less ownership

Funds ownership: 108.26%103.2% (-5.1%)

85% less call options, than puts

Call options by funds: $110M | Put options by funds: $713M

Holders
624
Holders Change
+57
Holders Change %
+10.05%
% of All Funds
7.69%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
134
Increased
245
Reduced
174
Closed
65
Calls
$110M
Puts
$713M
Net Calls
-$603M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
351
Commonwealth Equity Services
Massachusetts
$772K -$16.8K -55 -2%
EOJOAM
352
E. Ohman J:or Asset Management
Sweden
$768K
MML Investors Services
353
MML Investors Services
Massachusetts
$763K -$536K -1,749 -43%
SCB
354
Saudi Central Bank
Saudi Arabia
$756K +$711K +2,323 New
TPI
355
Trust Point Inc
Wisconsin
$749K -$41.7K -136 -6%
EWA
356
EverSource Wealth Advisors
Alabama
$746K +$420K +1,371 +149%
SAM
357
Silvercrest Asset Management
New York
$743K -$6.43K -21 -0.9%
EA
358
Emerald Advisers
Pennsylvania
$730K +$130K +423 +23%
PCM
359
Prana Capital Management
Connecticut
$725K +$189K +618 +38%
CRC
360
Curi RMB Capital
Illinois
$714K +$386K +1,261 +135%
VT
361
Vise Technologies
New York
$709K
MYIA
362
Mount Yale Investment Advisors
Colorado
$702K +$661K +2,158 New
LTAS
363
Linden Thomas Advisory Services
North Carolina
$699K -$204K -667 -24%
OF
364
Optimize Financial
California
$682K +$5.51K +18 +0.9%
AFG
365
Atomi Financial Group
New York
$671K +$115K +375 +22%
AMI
366
Amica Mutual Insurance
Rhode Island
$670K +$130K +426 +26%
FCM
367
Fieldview Capital Management
Michigan
$667K +$628K +2,050 New
SCM
368
Shelton Capital Management
Colorado
$665K -$19.6K -64 -3%
Loomis, Sayles & Company
369
Loomis, Sayles & Company
Massachusetts
$654K +$98.9K +323 +19%
AWM
370
AE Wealth Management
Kansas
$652K +$51.1K +167 +9%
FTWA
371
Fifth Third Wealth Advisors
Ohio
$649K +$135K +440 +28%
RIL
372
Rothschild Investment LLC
Illinois
$639K +$581K +1,898 +2,833%
AF
373
Allworth Financial
California
$635K +$495K +1,615 +478%
EP
374
Edgestream Partners
New Jersey
$623K +$586K +1,915 New
AAM
375
Advisors Asset Management
Colorado
$611K -$919 -3 -0.2%