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Burlington

527 hedge funds and large institutions have $17.1B invested in Burlington in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 182 increasing their positions, 196 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

7% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 196

3.76% less ownership

Funds ownership: 110.69%106.93% (-3.8%)

69% less call options, than puts

Call options by funds: $259M | Put options by funds: $823M

Holders
527
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$259M
Puts
$823M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
426
National Bank of Canada
Quebec, Canada
$108K
BTI
427
Blue Trust Inc
Georgia
$101K
FFA
428
Farther Finance Advisors
California
$83.5K
SAM
429
Smartleaf Asset Management
Massachusetts
$72.2K
PA
430
Parallel Advisors
California
$72K
NS
431
NBC Securities
Alabama
$56.8K
IA
432
IFP Advisors
Florida
$56.5K
AF
433
Allworth Financial
California
$55.5K
MPWT
434
MassMutual Private Wealth & Trust
Connecticut
$54.2K
PS
435
Principal Securities
Iowa
$47.8K
CWP
436
Concord Wealth Partners
Virginia
$47.8K
Jones Financial Companies
437
Jones Financial Companies
Missouri
$44.7K
Loomis, Sayles & Company
438
Loomis, Sayles & Company
Massachusetts
$44.3K
WSFS
439
Wilmington Savings Fund Society
Delaware
$38.7K
WANY
440
Wealthspire Advisors (New York)
New York
$37.2K
MG
441
Mather Group
Illinois
$36.4K
RBC
442
Roble Belko & Company
Pennsylvania
$36K
RA
443
Rise Advisors
New York
$31.8K
A
444
AlphaQuest
New York
$30.8K
EB
445
Eastern Bank
Massachusetts
$30.3K
RFP
446
Root Financial Partners
California
$30.3K
PFBT
447
Parkside Financial Bank & Trust
Missouri
$30K
HNB
448
Huntington National Bank
Ohio
$29.3K
JWM
449
JPL Wealth Management
Colorado
$28.3K
CI Investments Inc
450
CI Investments Inc
Ontario, Canada
$27K