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Burlington

624 hedge funds and large institutions have $20.9B invested in Burlington in 2026 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 245 increasing their positions, 174 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 65

41% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 174

10% more funds holding

Funds holding: 567624 (+57)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

6% more capital invested

Capital invested by funds: $19.7B → $20.9B (+$1.27B)

5.05% less ownership

Funds ownership: 108.26%103.2% (-5.1%)

85% less call options, than puts

Call options by funds: $110M | Put options by funds: $713M

Holders
624
Holders Change
+57
Holders Change %
+10.05%
% of All Funds
7.69%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
134
Increased
245
Reduced
174
Closed
65
Calls
$110M
Puts
$713M
Net Calls
-$603M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
401
Baird Financial Group
Wisconsin
$492K -$3.04M -9,928 -87%
PC
402
PCB Capital
New Jersey
$491K +$6.43K +21 +1%
SO
403
STRS Ohio
Ohio
$489K -$613 -2 -0.1%
TCA
404
Transcend Capital Advisors
New Jersey
$484K +$456K +1,489 New
DWM
405
Dynasty Wealth Management
Florida
$480K +$76.3K +249 +20%
SPC
406
Spirepoint Private Client
Florida
$476K +$109K +356 +32%
VI
407
Vestcor Inc
New Brunswick, Canada
$468K -$1.35M -4,400 -75%
KCP
408
Kera Capital Partners
California
$460K +$433K +1,415 New
PA
409
Profund Advisors
Maryland
$453K +$15.6K +51 +4%
SI
410
Seeds Investor
New York
$451K +$67.1K +219 +19%
EW
411
Evoke Wealth
California
$450K +$424K +1,383 New
Cambridge Investment Research Advisors
412
Cambridge Investment Research Advisors
Iowa
$446K -$232K -756 -36%
CL
413
Choreo LLC
Illinois
$444K +$418K +1,366 New
BCV
414
Banque Cantonale Vaudoise
Switzerland
$432K +$17.8K +58 +5%
SL
415
Sentinus LLC
Illinois
$421K +$396K +1,293 New
JTWM
416
Jackson Thornton Wealth Management
Alabama
$411K +$377K +1,232 New
FFA
417
Farther Finance Advisors
California
$411K +$219K +714 +135%
BAM
418
Blueshift Asset Management
New Jersey
$409K -$1.2M -3,922 -76%
National Bank of Canada
419
National Bank of Canada
Quebec, Canada
$403K +$89.7K +293 +31%
OIA
420
OneDigital Investment Advisors
Kansas
$400K -$92.5K -302 -20%
DWP
421
Daymark Wealth Partners
Ohio
$395K +$372K +1,214 New
DS
422
DRW Securities
Illinois
$388K -$184K -601 -34%
AssetMark Inc
423
AssetMark Inc
California
$387K +$22.4K +73 +7%
ETC
424
Exchange Traded Concepts
Oklahoma
$384K +$141K +460 +64%
SWP
425
Sagespring Wealth Partners
Tennessee
$384K +$107K +350 +42%