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Burlington

523 hedge funds and large institutions have $17.1B invested in Burlington in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 180 increasing their positions, 194 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: 180 | Existing positions reduced: 194

3.74% less ownership

Funds ownership: 110.63%106.89% (-3.7%)

69% less call options, than puts

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

Holders
523
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
SAM
426
Smartleaf Asset Management
Massachusetts
$72.2K
PA
427
Parallel Advisors
California
$72K
NS
428
NBC Securities
Alabama
$56.8K
MPWT
429
MassMutual Private Wealth & Trust
Connecticut
$54.2K
PS
430
Principal Securities
Iowa
$47.8K
CWP
431
Concord Wealth Partners
Virginia
$47.8K
Jones Financial Companies
432
Jones Financial Companies
Missouri
$44.7K
Loomis, Sayles & Company
433
Loomis, Sayles & Company
Massachusetts
$44.3K
WSFS
434
Wilmington Savings Fund Society
Delaware
$38.7K
WANY
435
Wealthspire Advisors (New York)
New York
$37.2K
MG
436
Mather Group
Illinois
$36.4K
RBC
437
Roble Belko & Company
Pennsylvania
$36K
RA
438
Rise Advisors
New York
$31.8K
A
439
AlphaQuest
New York
$30.8K
EB
440
Eastern Bank
Massachusetts
$30.3K
RFP
441
Root Financial Partners
California
$30.3K
PFBT
442
Parkside Financial Bank & Trust
Missouri
$30K
HNB
443
Huntington National Bank
Ohio
$29.3K
JWM
444
JPL Wealth Management
Colorado
$28.3K
CI Investments Inc
445
CI Investments Inc
Ontario, Canada
$27K
CA
446
Clearstead Advisors
Ohio
$27K
GSWM
447
Golden State Wealth Management
California
$26.5K
GRP
448
Global Retirement Partners
California
$25.7K
GTAM
449
Global Trust Asset Management
Florida
$25.4K
PTC
450
Private Trust Company
Ohio
$24.8K