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Burlington

546 hedge funds and large institutions have $16.2B invested in Burlington in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 200 increasing their positions, 223 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

1.53% more ownership

Funds ownership: 105.8%107.33% (+1.5%)

4% less funds holding

Funds holding: 571546 (-25)

10% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 223

16% less capital invested

Capital invested by funds: $19.1B → $16.2B (-$2.98B)

20% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 81

40% less call options, than puts

Call options by funds: $341M | Put options by funds: $569M

Holders
546
Holders Change
-25
Holders Change %
-4.38%
% of All Funds
7.32%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
65
Increased
200
Reduced
223
Closed
81
Calls
$341M
Puts
$569M
Net Calls
-$228M
Net Calls Change
+$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
401
HB Wealth Management
Georgia
$238K +$18.7K +72 +8%
FFM
402
Forum Financial Management
Illinois
$237K +$518 +2 +0.2%
RWM
403
Ritholtz Wealth Management
New York
$234K +$254K +981 New
Axa
404
Axa
France
$226K -$1.96M -7,580 -89%
Walleye Trading
405
Walleye Trading
New York
$225K +$244K +942 New
PAM
406
Panagora Asset Management
Massachusetts
$224K -$30.6K -118 -11%
LFM
407
LGT Fund Management
Liechtenstein
$217K -$168K -649 -42%
CWM
408
Challenger Wealth Management
California
$214K
GI
409
GAMMA Investing
California
$214K -$2.33K -9 -1%
DFCM
410
Dark Forest Capital Management
Puerto Rico
$214K +$233K +898 New
FHA
411
Flagship Harbor Advisors
Massachusetts
$213K +$28.8K +111 +14%
Robeco Institutional Asset Management
412
Robeco Institutional Asset Management
Netherlands
$210K -$2.85K -11 -1%
Northwestern Mutual Wealth Management
413
Northwestern Mutual Wealth Management
Wisconsin
$209K +$3.63K +14 +2%
GPW
414
Genesis Private Wealth
Virginia
$209K +$40.2K +155 +22%
CAM
415
Claret Asset Management
Quebec, Canada
$204K
SI
416
Stephens Inc
Arkansas
$201K -$85K -328 -28%
Cambridge Investment Research Advisors
417
Cambridge Investment Research Advisors
Iowa
$201K -$26.4K -102 -11%
AssetMark Inc
418
AssetMark Inc
California
$199K +$32.4K +125 +18%
VSQM
419
V-Square Quantitative Management
Illinois
$196K +$23.3K +90 +12%
SFI
420
Siemens Fonds Invest
Germany
$171K
CIBC Private Wealth Group
421
CIBC Private Wealth Group
Georgia
$162K +$7.77K +30 +4%
HFM
422
Harvest Fund Management
China
$154K -$725K -2,798 -81%
S
423
SignatureFD
Georgia
$147K -$2.85K -11 -2%
UB
424
UMB Bank
Missouri
$144K +$80.3K +310 +105%
AAM
425
Advisors Asset Management
Colorado
$142K +$20.5K +79 +15%