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Burlington

527 hedge funds and large institutions have $17.1B invested in Burlington in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 182 increasing their positions, 196 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

7% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 196

3.76% less ownership

Funds ownership: 110.69%106.93% (-3.8%)

69% less call options, than puts

Call options by funds: $259M | Put options by funds: $823M

Holders
527
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$259M
Puts
$823M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
376
Cadent Capital Advisors
Oklahoma
$281K
SF
377
Summit Financial
New Jersey
$281K
UM
378
UniSuper Management
Australia
$280K
AssetMark Inc
379
AssetMark Inc
California
$279K
P
380
&Partners
Tennessee
$278K
DWM
381
Daner Wealth Management
Georgia
$276K
AAM
382
Advisors Asset Management
Colorado
$276K
AI
383
Atria Investments
North Carolina
$271K
SI
384
Seeds Investor
New York
$268K
CWM
385
Cordatus Wealth Management
Pennsylvania
$263K
DWT
386
Dorsey & Whitney Trust
South Dakota
$257K
FHA
387
Flagship Harbor Advisors
Massachusetts
$256K
Bank of Nova Scotia
388
Bank of Nova Scotia
Ontario, Canada
$256K
BP
389
Ballentine Partners
Massachusetts
$256K
FFM
390
Forum Financial Management
Illinois
$256K
Osaic Holdings
391
Osaic Holdings
Arizona
$255K
CAM
392
Claret Asset Management
Quebec, Canada
$253K
HWM
393
HB Wealth Management
Georgia
$249K
LCWP
394
Legacy Capital Wealth Partners
Arkansas
$249K
NW
395
NewEdge Wealth
Pennsylvania
$244K
PAM
396
Panagora Asset Management
Massachusetts
$239K
Cambridge Investment Research Advisors
397
Cambridge Investment Research Advisors
Iowa
$239K
VF
398
Virtu Financial
New York
$239K
VI
399
Versor Investments
New York
$237K
EF
400
Empowered Funds
Pennsylvania
$234K