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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 %
CI Investments Inc
426
CI Investments Inc
Ontario, Canada
$25K -$2.12K -9 -8%
IA
427
IFP Advisors
Florida
$24.2K -$21.2K -89 Closed
GSWM
428
Golden State Wealth Management
California
$24.2K – – –
BF
429
BOK Financial
Oklahoma
$24.2K +$24.2K +104 New
MCM
430
MAI Capital Management
Ohio
$23.7K +$10.5K +45 +79%
GTAM
431
Global Trust Asset Management
Florida
$23.3K – – –
PTC
432
Private Trust Company
Ohio
$22.5K -$2.55K -11 -10%
A
433
AlphaQuest
New York
$22.1K +$19.8K +85 +850%
GRP
434
Global Retirement Partners
California
$21.9K +$21.9K +94 New
HI
435
Harbour Investments
Wisconsin
$17.4K +$1.16K +5 +7%
PWAM
436
Private Wealth Asset Management
Iowa
$14.9K – – –
CB
437
CNB Bank
Pennsylvania
$14.9K – – –
TPWA
438
Twin Peaks Wealth Advisors
California
$14.5K +$14.5K +52 New
C
439
Covestor
United Kingdom
$14K – – –
HWM
440
Hemington Wealth Management
Virginia
$14K +$1.75K +8 +14%
WT
441
Whittier Trust
California
$13.3K – – –
WA
442
Whipplewood Advisors
Colorado
$12.3K -$2.33K -10 -16%
CIAM
443
Caitong International Asset Management
Hong Kong
$12.3K +$12.3K +53 New
FMII
444
Farmers & Merchants Investments Inc
Nebraska
$11.6K +$1.16K +5 +11%
MCM
445
Manchester Capital Management
Vermont
$10.7K -$233 -1 -2%
FFO
446
Fortitude Family Office
Arizona
$9.77K -$10.7K -46 -52%
MAM
447
Meeder Asset Management
Ohio
$9.54K -$698 -3 -7%
NA
448
NewEdge Advisors
Louisiana
$9.54K -$930 -4 -9%
WBC
449
West Branch Capital
Massachusetts
$9.07K – – –
SC
450
SouthState Corp
Florida
$8.84K -$3.03K -13 -25%
16 17
18
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