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Burlington

567 hedge funds and large institutions have $19.7B invested in Burlington in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 213 increasing their positions, 197 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 52

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

15% more capital invested

Capital invested by funds: $17.2B → $19.7B (+$2.53B)

6% more funds holding

Funds holding: 536567 (+31)

1.31% more ownership

Funds ownership: 106.94%108.26% (+1.3%)

8% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 197

77% less call options, than puts

Call options by funds: $177M | Put options by funds: $765M

Holders
567
Holders Change
+31
Holders Change %
+5.78%
% of All Funds
6.9%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.13%
New
92
Increased
213
Reduced
197
Closed
52
Calls
$177M
Puts
$765M
Net Calls
-$589M
Net Calls Change
-$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
426
Envestnet Portfolio Solutions
Illinois
$241K +$5.43K +20 +2%
SWP
427
Sagespring Wealth Partners
Tennessee
$240K -$814 -3 -0.4%
GPW
428
Genesis Private Wealth
Virginia
$233K -$18.4K -68 -8%
S
429
SignatureFD
Georgia
$227K +$8.95K +33 +4%
Chevy Chase Trust
430
Chevy Chase Trust
Maryland
$221K +$208K +765 New
DC
431
Davenport & Co
Virginia
$218K +$205K +755 New
UB
432
UMB Bank
Missouri
$218K +$27.9K +103 +16%
GS
433
GTS Securities
New York
$217K +$203K +750 New
GC
434
Guggenheim Capital
Illinois
$215K +$202K +746 New
Osaic Holdings
435
Osaic Holdings
Arizona
$213K -$57.8K -213 -22%
BWA
436
Basecamp Wealth Advisors
Washington
$213K +$200K +737 New
KF
437
Krilogy Financial
Missouri
$213K +$196K +724 New
HI
438
Horizon Investments
North Carolina
$210K +$197K +725 +24,167%
ETC
439
Exchange Traded Concepts
Oklahoma
$208K +$196K +721 New
GT
440
Greenleaf Trust
Michigan
$206K +$193K +713 New
Northwestern Mutual Wealth Management
441
Northwestern Mutual Wealth Management
Wisconsin
$181K -$814 -3 -0.5%
Fifth Third Bancorp
442
Fifth Third Bancorp
Ohio
$169K +$9.49K +35 +6%
AF
443
Alerus Financial
North Dakota
$159K
FFA
444
Farther Finance Advisors
California
$152K +$54K +199 +61%
KAS
445
Kestra Advisory Services
Texas
$151K +$142K +523 New
AIC
446
Archer Investment Corporation
Indiana
$149K -$33.6K -124 -19%
Bessemer Group
447
Bessemer Group
New Jersey
$145K -$7.05K -26 -5%
LS
448
Livforsakringsbolaget Skandia
Sweden
$144K
AGWCA
449
Annis Gardner Whiting Capital Advisors
Florida
$136K -$30.9K -114 -20%
MAM
450
Meeder Asset Management
Ohio
$129K +$110K +404 +940%