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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 %
P
351
&Partners
Tennessee
$296K -$91.5K -395 -24%
SCM
352
Sirios Capital Management
Massachusetts
$287K +$233 +1 +0.1%
Parallax Volatility Advisers
353
Parallax Volatility Advisers
California
$281K -$1.03M -4,431 -79%
HAG
354
HighPoint Advisor Group
Illinois
$279K -$233 -1 -0.1%
SF
355
Summit Financial
New Jersey
$272K +$27.5K +118 +11%
AI
356
Atria Investments
North Carolina
$269K -$35.6K -153 -12%
LFM
357
LGT Fund Management
Liechtenstein
$267K +$55.4K +238 +26%
GI
358
GAMMA Investing
California
$264K +$55.1K +237 +26%
UM
359
UniSuper Management
Australia
$256K -$23.3K -100 -8%
JFG
360
Jefferies Financial Group
New York
$256K +$256K +1,100 New
LCWP
361
Legacy Capital Wealth Partners
Arkansas
$253K +$6.51K +28 +3%
SSG
362
Summit Securities Group
New York
$252K +$252K +1,083 New
Envestnet Portfolio Solutions
363
Envestnet Portfolio Solutions
Illinois
$248K -$116K -497 -32%
CWM
364
Cordatus Wealth Management
Pennsylvania
$237K -$1.4K -6 -0.6%
SI
365
Seeds Investor
New York
$237K -$81K -348 -25%
CAM
366
Claret Asset Management
Quebec, Canada
$235K +$35.9K +154 +18%
DWT
367
Dorsey & Whitney Trust
South Dakota
$234K -$10.5K -45 -4%
AssetMark Inc
368
AssetMark Inc
California
$232K +$37.5K +161 +19%
BP
369
Ballentine Partners
Massachusetts
$230K +$230K +989 New
DWM
370
Daner Wealth Management
Georgia
$227K +$227K +817 New
AAM
371
Advisors Asset Management
Colorado
$227K +$88.6K +381 +64%
HWM
372
HB Wealth Management
Georgia
$224K -$8.14K -35 -4%
FFM
373
Forum Financial Management
Illinois
$220K -$10.9K -47 -5%
PAM
374
Panagora Asset Management
Massachusetts
$219K – – –
Osaic Holdings
375
Osaic Holdings
Arizona
$216K +$78.9K +311 +57%
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