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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
CCM
351
Coldstream Capital Management
Washington
$303K
ASN
352
Advisory Services Network
Georgia
$301K
P
353
&Partners
Tennessee
$296K
SCM
354
Sirios Capital Management
Massachusetts
$287K
Parallax Volatility Advisers
355
Parallax Volatility Advisers
California
$281K
HAG
356
HighPoint Advisor Group
Illinois
$279K
SF
357
Summit Financial
New Jersey
$272K
AI
358
Atria Investments
North Carolina
$269K
LFM
359
LGT Fund Management
Liechtenstein
$267K
GI
360
GAMMA Investing
California
$264K
UM
361
UniSuper Management
Australia
$256K
JFG
362
Jefferies Financial Group
New York
$256K
LCWP
363
Legacy Capital Wealth Partners
Arkansas
$253K
SSG
364
Summit Securities Group
New York
$252K
Envestnet Portfolio Solutions
365
Envestnet Portfolio Solutions
Illinois
$248K
CWM
366
Cordatus Wealth Management
Pennsylvania
$237K
SI
367
Seeds Investor
New York
$237K
CAM
368
Claret Asset Management
Quebec, Canada
$235K
DWT
369
Dorsey & Whitney Trust
South Dakota
$234K
AssetMark Inc
370
AssetMark Inc
California
$232K
BP
371
Ballentine Partners
Massachusetts
$230K
DWM
372
Daner Wealth Management
Georgia
$227K
AAM
373
Advisors Asset Management
Colorado
$227K
HWM
374
HB Wealth Management
Georgia
$224K
FFM
375
Forum Financial Management
Illinois
$220K