BURL icon

Burlington

499 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, 188 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

43% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 82

60% less call options, than puts

Call options by funds: $238M | Put options by funds: $592M

69% less funds holding in top 10

Funds holding in top 10: 165 (-11)

Holders
499
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$238M
Puts
$592M
Net Calls
Net Calls Change

Top Buyers

1 +$674M
2 +$259M
3 +$64.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$62.3M
5
ACM
Anomaly Capital Management
New York
+$59M

Top Sellers

1 -$166M
2 -$115M
3 -$79.7M
4
SCM
Steadfast Capital Management
New York
-$79.2M
5
Ameriprise
Ameriprise
Minnesota
-$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
426
Parkside Financial Bank & Trust
Missouri
$27.7K
HNB
427
Huntington National Bank
Ohio
$26.8K
CI Investments Inc
428
CI Investments Inc
Ontario, Canada
$25K
IA
429
IFP Advisors
Florida
$24.2K
GSWM
430
Golden State Wealth Management
California
$24.2K
BF
431
BOK Financial
Oklahoma
$24.2K
MCM
432
MAI Capital Management
Ohio
$23.7K
GTAM
433
Global Trust Asset Management
Florida
$23.3K
PTC
434
Private Trust Company
Ohio
$22.4K
A
435
AlphaQuest
New York
$22.1K
GRP
436
Global Retirement Partners
California
$21.9K
HI
437
Harbour Investments
Wisconsin
$17.4K
CB
438
CNB Bank
Pennsylvania
$14.9K
PWAM
439
Private Wealth Asset Management
Iowa
$14.9K
TPWA
440
Twin Peaks Wealth Advisors
California
$14.5K
C
441
Covestor
United Kingdom
$14K
HWM
442
Hemington Wealth Management
Virginia
$14K
WT
443
Whittier Trust
California
$13.3K
WA
444
Whipplewood Advisors
Colorado
$12.3K
CIAM
445
Caitong International Asset Management
Hong Kong
$12.3K
FMII
446
Farmers & Merchants Investments Inc
Nebraska
$11.6K
MCM
447
Manchester Capital Management
Vermont
$10.7K
FFO
448
Fortitude Family Office
Arizona
$9.77K
MAM
449
Meeder Asset Management
Ohio
$9.54K
NA
450
NewEdge Advisors
Louisiana
$9.54K