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Burlington
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Overview Fund Activity

496 hedge funds and large institutions have $16.2B invested in Burlington in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 214 increasing their positions, 186 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
-43
Holders Change %
-7.98%
% of All Funds
6.65%
Holding in Top 10
5
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-68.75%
% of All Funds
0.07%
New
47
Increased
214
Reduced
186
Closed
82
Calls
$238M
Puts
$592M
Net Calls
-$354M
Net Calls Change
-$126M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$674M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$259M
3
VNIM
Vaughan Nelson Investment Management
Texas
+$64.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$62.3M
5
ACM
Anomaly Capital Management
New York
+$59M

Top Sellers

1
Holocene Advisors
Holocene Advisors
New York
-$166M
2
Invesco
Invesco
Georgia
-$115M
3
SC
Samlyn Capital
New York
-$79.7M
4
SCM
Steadfast Capital Management
New York
-$79.2M
5
Ameriprise
Ameriprise
Minnesota
-$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
401
National Bank of Canada
Quebec, Canada
$92.6K +$26.1K +112 +39%
SPIA
402
Steward Partners Investment Advisory
New York
$87.5K +$12.6K +54 +17%
OIAM
403
OFI Invest Asset Management
France
$85.8K +$36.5K +184 +74%
Nisa Investment Advisors
404
Nisa Investment Advisors
Missouri
$79.1K -$19.8K -85 -20%
Mirae Asset Global Investments
405
Mirae Asset Global Investments
South Korea
$67.9K +$5.35K +23 +9%
PA
406
Parallel Advisors
California
$67.7K -$25.4K -109 -27%
PS
407
Principal Securities
Iowa
$52.8K +$4.19K +18 +9%
FFA
408
Farther Finance Advisors
California
$51.6K +$40.5K +174 +363%
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$50.7K +$1.86K +8 +4%
Optiver Holding
410
Optiver Holding
Netherlands
$48.6K +$48.6K +209 New
SAM
411
Smartleaf Asset Management
Massachusetts
$47.5K +$6.23K +27 +15%
WSFS
412
Wilmington Savings Fund Society
Delaware
$47.5K +$1.16K +5 +3%
EB
413
Eastern Bank
Massachusetts
$45.4K -$56.5K -243 -55%
CWP
414
Concord Wealth Partners
Virginia
$43.7K – – –
TSMHT
415
Thurston Springer Miller Herd & Titak
Indiana
$43.3K +$30.9K +133 +251%
AF
416
Allworth Financial
California
$43K -$931 -4 -2%
GWM
417
Geneos Wealth Management
Colorado
$37.5K +$9.54K +41 +34%
CA
418
Clearstead Advisors
Ohio
$36.5K +$18.8K +81 +107%
RBC
419
Roble Belko & Company
Pennsylvania
$33K – – –
WA
420
WPG Advisers
Maryland
$32.1K +$6.28K +27 +24%
AAP
421
Arax Advisory Partners
Colorado
$31.4K +$28.6K +123 +1,025%
RA
422
Rise Advisors
New York
$29.1K – – –
Jones Financial Companies
423
Jones Financial Companies
Missouri
$28.4K +$7.16K +31 +34%
PFBT
424
Parkside Financial Bank & Trust
Missouri
$27.7K +$5.82K +25 +27%
HNB
425
Huntington National Bank
Ohio
$26.8K -$37K -159 -58%
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