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Burlington

560 hedge funds and large institutions have $19.7B invested in Burlington in 2025 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 212 increasing their positions, 197 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.31% more ownership

Funds ownership: 106.91%108.21% (+1.3%)

8% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 197

77% less call options, than puts

Call options by funds: $177M | Put options by funds: $765M

Holders
560
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$177M
Puts
$765M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
401
Claret Asset Management
Quebec, Canada
$287K
TG
402
TCW Group
California
$285K
FHA
403
Flagship Harbor Advisors
Massachusetts
$285K
DWT
404
Dorsey & Whitney Trust
South Dakota
$280K
PF
405
Phoenix Financial
Israel
$280K
N
406
Natixis
France
$274K
National Bank of Canada
407
National Bank of Canada
Quebec, Canada
$272K
PAM
408
Panagora Asset Management
Massachusetts
$272K
CRC
409
Curi RMB Capital
Illinois
$270K
LCWP
410
Legacy Capital Wealth Partners
Arkansas
$269K
EWA
411
EverSource Wealth Advisors
Alabama
$266K
FT
412
Fiduciary Trust
Massachusetts
$266K
VSQM
413
V-Square Quantitative Management
Illinois
$264K
NW
414
NewEdge Wealth
Pennsylvania
$263K
FPAS
415
Focus Partners Advisor Solutions
Missouri
$263K
TC
416
TownSquare Capital
Utah
$260K
Focus Partners Wealth
417
Focus Partners Wealth
Massachusetts
$258K
BP
418
Ballentine Partners
Massachusetts
$258K
GRP
419
Global Retirement Partners
California
$248K
SFI
420
Siemens Fonds Invest
Germany
$245K
SI
421
Stephens Inc
Arkansas
$244K
Envestnet Portfolio Solutions
422
Envestnet Portfolio Solutions
Illinois
$241K
SWP
423
Sagespring Wealth Partners
Tennessee
$240K
GPW
424
Genesis Private Wealth
Virginia
$233K
S
425
SignatureFD
Georgia
$227K