BURL icon

Burlington

523 hedge funds and large institutions have $17.1B invested in Burlington in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 180 increasing their positions, 194 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: 180 | Existing positions reduced: 194

3.74% less ownership

Funds ownership: 110.63%106.89% (-3.7%)

69% less call options, than puts

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

Holders
523
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
AssetMark Inc
376
AssetMark Inc
California
$279K
P
377
&Partners
Tennessee
$278K
DWM
378
Daner Wealth Management
Georgia
$276K
AAM
379
Advisors Asset Management
Colorado
$276K
AI
380
Atria Investments
North Carolina
$271K
SI
381
Seeds Investor
New York
$268K
CWM
382
Cordatus Wealth Management
Pennsylvania
$263K
DWT
383
Dorsey & Whitney Trust
South Dakota
$257K
FHA
384
Flagship Harbor Advisors
Massachusetts
$256K
Bank of Nova Scotia
385
Bank of Nova Scotia
Ontario, Canada
$256K
BP
386
Ballentine Partners
Massachusetts
$256K
FFM
387
Forum Financial Management
Illinois
$256K
Osaic Holdings
388
Osaic Holdings
Arizona
$255K
CAM
389
Claret Asset Management
Quebec, Canada
$253K
HWM
390
HB Wealth Management
Georgia
$249K
LCWP
391
Legacy Capital Wealth Partners
Arkansas
$249K
NW
392
NewEdge Wealth
Pennsylvania
$244K
PAM
393
Panagora Asset Management
Massachusetts
$239K
Cambridge Investment Research Advisors
394
Cambridge Investment Research Advisors
Iowa
$239K
VF
395
Virtu Financial
New York
$239K
VI
396
Versor Investments
New York
$237K
EF
397
Empowered Funds
Pennsylvania
$234K
ASN
398
Advisory Services Network
Georgia
$231K
HFS
399
Hantz Financial Services
Michigan
$229K
Robeco Institutional Asset Management
400
Robeco Institutional Asset Management
Netherlands
$224K