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Burlington

506 hedge funds and large institutions have $16.2B invested in Burlington in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 217 increasing their positions, 190 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 190

3.36% more ownership

Funds ownership: 107.33%110.69% (+3.4%)

0% more capital invested

Capital invested by funds: $16.2B → $16.2B (+$78.2M)

7% less funds holding

Funds holding: 546506 (-40)

41% less first-time investments, than exits

New positions opened: 48 | 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
506
Holders Change
-40
Holders Change %
-7.33%
% of All Funds
6.66%
Holding in Top 10
5
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-68.75%
% of All Funds
0.07%
New
48
Increased
217
Reduced
190
Closed
82
Calls
$238M
Puts
$592M
Net Calls
-$354M
Net Calls Change
-$126M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
376
AssetMark Inc
California
$232K +$38.3K +161 +19%
BP
377
Ballentine Partners
Massachusetts
$230K +$235K +989 New
DWM
378
Daner Wealth Management
Georgia
$227K +$194K +817 New
AAM
379
Advisors Asset Management
Colorado
$227K +$90.6K +381 +64%
HWM
380
HB Wealth Management
Georgia
$224K -$8.32K -35 -4%
FFM
381
Forum Financial Management
Illinois
$220K -$11.2K -47 -5%
PAM
382
Panagora Asset Management
Massachusetts
$219K
AWM
383
Axxcess Wealth Management
California
$213K +$218K +916 New
CWM
384
Challenger Wealth Management
California
$210K +$951 +4 +0.4%
Robeco Institutional Asset Management
385
Robeco Institutional Asset Management
Netherlands
$205K
FHA
386
Flagship Harbor Advisors
Massachusetts
$205K -$3.33K -14 -2%
Walleye Capital
387
Walleye Capital
New York
$204K -$6.48M -27,254 -97%
Osaic Holdings
388
Osaic Holdings
Arizona
$204K +$79.6K +335 +62%
SWP
389
Sagespring Wealth Partners
Tennessee
$204K +$209K +878 New
SFI
390
Siemens Fonds Invest
Germany
$200K +$33.5K +141 +20%
FDP
391
Financiere des Professionnels
Quebec, Canada
$197K +$202K +848 New
Northwestern Mutual Wealth Management
392
Northwestern Mutual Wealth Management
Wisconsin
$194K -$9.98K -42 -5%
VSQM
393
V-Square Quantitative Management
Illinois
$191K -$713 -3 -0.4%
S
394
SignatureFD
Georgia
$175K +$32.6K +137 +22%
FDCDDQ
395
Federation des caisses Desjardins du Quebec
Quebec, Canada
$165K -$93.6K -394 -36%
EWA
396
EverSource Wealth Advisors
Alabama
$162K +$79.4K +334 +92%
CIBC Private Wealth Group
397
CIBC Private Wealth Group
Georgia
$162K -$9.98K -42 -6%
HT
398
Headlands Technologies
Illinois
$151K +$154K +650 New
BIG
399
Brooklyn Investment Group
New York
$143K +$96.7K +407 +198%
FHA
400
First Horizon Advisors
Tennessee
$141K +$29.5K +124 +26%

BURL Hedge Fund Activity: Q2 2025 in Review

506 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q2 2025, worth a combined $16.2B — up 0.48% from $16.2B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of BURL and 48 opened new positions — a net loss of 34 holders — while 190 trimmed existing stakes and 217 added.

The largest buyer was Capital International Investors, adding an estimated $688M. The largest seller was Holocene Advisors, cutting an estimated $170M.

  • 506 institutional investors held Burlington (BURL) as of Q2 2025, down from 546 in Q1 2025.
  • Funds reported $16.2B of Burlington stock for Q2 2025, up 0.48% quarter-over-quarter.
  • 48 funds opened new Burlington positions in Q2 2025 and 82 closed out, a net change of -34 holders.
  • The largest Burlington buyer in Q2 2025 was Capital International Investors, an estimated $688M added.
  • The largest Burlington seller in Q2 2025 was Holocene Advisors, an estimated $170M sold.

Based on aggregated 13F filings for Q2 2025.