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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
CWM
451
Cordatus Wealth Management
Pennsylvania
$317K -$7.04K -23 -2%
EWA
452
EP Wealth Advisors
California
$316K +$298K +972 New
Teacher Retirement System of Texas
453
Teacher Retirement System of Texas
Texas
$307K -$351K -1,147 -55%
GPGA
454
Grandeur Peak Global Advisors
Utah
$307K -$3.52M -11,510 -92%
UCFA
455
United Capital Financial Advisors
Texas
$306K +$288K +940 New
BP
456
Ballentine Partners
Massachusetts
$305K +$13.5K +44 +5%
VSQM
457
V-Square Quantitative Management
Illinois
$303K +$5.82K +19 +2%
DWT
458
Dorsey & Whitney Trust
South Dakota
$303K -$11.9K -39 -4%
FT
459
Fiduciary Trust
Massachusetts
$299K
SFI
460
Siemens Fonds Invest
Germany
$296K +$18.4K +60 +7%
SF
461
Summit Financial
New Jersey
$287K -$39.8K -130 -13%
RWM
462
Ritholtz Wealth Management
New York
$286K +$269K +879 New
AWA
463
Aaron Wealth Advisors
Illinois
$283K +$267K +871 New
CFP
464
Cypress Financial Planning
New Jersey
$282K +$265K +866 New
ECM
465
Everence Capital Management
Indiana
$278K +$261K +853 New
WCP
466
Wick Capital Partners
Pennsylvania
$275K +$258K +844 New
PF
467
Phoenix Financial
Israel
$274K -$38.9K -127 -13%
SC
468
Savant Capital
Illinois
$272K +$256K +836 New
CT
469
ClearAlpha Technologies
Connecticut
$270K -$217K -708 -46%
SI
470
Stephens Inc
Arkansas
$268K -$5.51K -18 -2%
BWA
471
Basecamp Wealth Advisors
Washington
$266K +$24.2K +79 +11%
IC
472
Inscription Capital
Texas
$266K +$250K +816 New
FMI
473
Frec Markets Inc
California
$263K +$247K +808 New
S
474
SignatureFD
Georgia
$261K +$4.59K +15 +2%
UB
475
UMB Bank
Missouri
$256K +$9.8K +32 +4%