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Burlington

567 hedge funds and large institutions have $19.7B invested in Burlington in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 213 increasing their positions, 197 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 52

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

15% more capital invested

Capital invested by funds: $17.2B → $19.7B (+$2.53B)

6% more funds holding

Funds holding: 536567 (+31)

1.31% more ownership

Funds ownership: 106.94%108.26% (+1.3%)

8% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 197

77% less call options, than puts

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

Holders
567
Holders Change
+31
Holders Change %
+5.78%
% of All Funds
6.9%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.13%
New
92
Increased
213
Reduced
197
Closed
52
Calls
$177M
Puts
$765M
Net Calls
-$589M
Net Calls Change
-$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
401
Summit Financial
New Jersey
$293K -$24.7K -91 -8%
NA
402
NewEdge Advisors
Louisiana
$291K +$262K +966 +2,356%
FFM
403
Forum Financial Management
Illinois
$290K +$271 +1 +0.1%
CWM
404
Cordatus Wealth Management
Pennsylvania
$288K -$10.3K -38 -4%
CAM
405
Claret Asset Management
Quebec, Canada
$287K -$543 -2 -0.2%
TG
406
TCW Group
California
$285K +$267K +986 New
FHA
407
Flagship Harbor Advisors
Massachusetts
$285K -$5.97K -22 -2%
DWT
408
Dorsey & Whitney Trust
South Dakota
$280K -$11.1K -41 -4%
PF
409
Phoenix Financial
Israel
$280K +$263K +969 New
N
410
Natixis
France
$274K -$1.36M -5,026 -84%
National Bank of Canada
411
National Bank of Canada
Quebec, Canada
$272K +$141K +518 +122%
PAM
412
Panagora Asset Management
Massachusetts
$272K
CRC
413
Curi RMB Capital
Illinois
$270K +$254K +935 New
LCWP
414
Legacy Capital Wealth Partners
Arkansas
$269K -$12.8K -47 -5%
EWA
415
EverSource Wealth Advisors
Alabama
$266K +$53.7K +198 +27%
FT
416
Fiduciary Trust
Massachusetts
$266K +$250K +920 New
VSQM
417
V-Square Quantitative Management
Illinois
$264K +$248K +913 New
NW
418
NewEdge Wealth
Pennsylvania
$263K +$4.34K +16 +2%
FPAS
419
Focus Partners Advisor Solutions
Missouri
$263K +$247K +911 New
TC
420
TownSquare Capital
Utah
$260K -$100K -369 -29%
Focus Partners Wealth
421
Focus Partners Wealth
Massachusetts
$258K -$1.68M -6,184 -87%
BP
422
Ballentine Partners
Massachusetts
$258K -$30.4K -112 -11%
GRP
423
Global Retirement Partners
California
$248K +$206K +758 +750%
SFI
424
Siemens Fonds Invest
Germany
$245K
SI
425
Stephens Inc
Arkansas
$244K +$12.2K +45 +6%