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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
GPW
401
Genesis Private Wealth
Virginia
$223K
SFI
402
Siemens Fonds Invest
Germany
$216K
SWP
403
Sagespring Wealth Partners
Tennessee
$212K
Envestnet Portfolio Solutions
404
Envestnet Portfolio Solutions
Illinois
$207K
AAIS
405
ABN AMRO Investment Solutions
$206K
SI
406
Stephens Inc
Arkansas
$203K
S
407
SignatureFD
Georgia
$192K
AMI
408
Amica Mutual Insurance
Rhode Island
$185K
EWA
409
EverSource Wealth Advisors
Alabama
$184K
AAP
410
Arax Advisory Partners
Colorado
$169K
UB
411
UMB Bank
Missouri
$166K
AIC
412
Archer Investment Corporation
Indiana
$163K
Northwestern Mutual Wealth Management
413
Northwestern Mutual Wealth Management
Wisconsin
$161K
AGWCA
414
Annis Gardner Whiting Capital Advisors
Florida
$149K
CIBC Private Wealth Group
415
CIBC Private Wealth Group
Georgia
$147K
AF
416
Alerus Financial
North Dakota
$140K
Fifth Third Bancorp
417
Fifth Third Bancorp
Ohio
$140K
QL
418
Quarry LP
New York
$139K
Bessemer Group
419
Bessemer Group
New Jersey
$133K
JWA
420
JFS Wealth Advisors
Pennsylvania
$130K
LS
421
Livforsakringsbolaget Skandia
Sweden
$127K
OIAM
422
OFI Invest Asset Management
France
$122K
National Bank of Canada
423
National Bank of Canada
Quebec, Canada
$108K
BTI
424
Blue Trust Inc
Georgia
$101K
FFA
425
Farther Finance Advisors
California
$83.5K