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Burlington

624 hedge funds and large institutions have $20.9B invested in Burlington in 2026 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 245 increasing their positions, 174 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 65

41% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 174

10% more funds holding

Funds holding: 567624 (+57)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

6% more capital invested

Capital invested by funds: $19.7B → $20.9B (+$1.27B)

5.05% less ownership

Funds ownership: 108.26%103.2% (-5.1%)

85% less call options, than puts

Call options by funds: $110M | Put options by funds: $713M

Holders
624
Holders Change
+57
Holders Change %
+10.05%
% of All Funds
7.69%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
134
Increased
245
Reduced
174
Closed
65
Calls
$110M
Puts
$713M
Net Calls
-$603M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
QFW
426
QTR Family Wealth
Florida
$375K +$343K +1,120 New
LNWTC
427
Laird Norton Wetherby Trust Company
Washington
$372K -$1.23K -4 -0.3%
SC
428
Shay Capital
New York
$370K -$938K -3,063 -73%
NW
429
NewEdge Wealth
Pennsylvania
$364K +$63.4K +207 +23%
Northwestern Mutual Wealth Management
430
Northwestern Mutual Wealth Management
Wisconsin
$363K +$149K +488 +78%
CCA
431
Cadent Capital Advisors
Oklahoma
$359K
VF
432
Virtu Financial
New York
$358K +$337K +1,099 New
UM
433
UniSuper Management
Australia
$358K
CPA
434
Capital Performance Advisors
California
$357K +$336K +1,096 New
FFA
435
Fi3 Financial Advisors
Indiana
$352K +$331K +1,081 New
VA
436
VestGen Advisors
Illinois
$350K +$371K +1,212 New
DC
437
Davenport & Co
Virginia
$349K +$97.1K +317 +42%
TC
438
TownSquare Capital
Utah
$347K +$50.8K +166 +18%
GIA
439
Gateway Investment Advisers
Ohio
$345K -$686K -2,239 -68%
AWM
440
Apollon Wealth Management
South Carolina
$343K +$323K +1,055 New
JSW
441
Journey Strategic Wealth
New Jersey
$343K +$323K +1,054 New
GC
442
Guggenheim Capital
Illinois
$340K +$91.9K +300 +40%
CIA
443
Caerus Investment Advisors
Texas
$338K +$318K +1,038 New
TG
444
TCW Group
California
$337K +$15.3K +50 +5%
KAM
445
Knightsbridge Asset Management
California
$336K +$316K +1,033 New
ACA
446
Affinity Capital Advisors
California
$335K -$287K -936 -48%
AI
447
Atria Investments
North Carolina
$326K -$35.5K -116 -10%
CAM
448
Claret Asset Management
Quebec, Canada
$323K
PAM
449
Panagora Asset Management
Massachusetts
$322K +$15.6K +51 +5%
LCWP
450
Legacy Capital Wealth Partners
Arkansas
$322K +$18.1K +59 +6%