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Burlington
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Overview Fund Activity

492 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, 213 increasing their positions, 183 reducing their positions, and 82 closing their positions.

Holders
492
Holders Change
-47
Holders Change %
-8.72%
% of All Funds
6.61%
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
213
Reduced
183
Closed
82
Calls
$187M
Puts
$416M
Net Calls
-$229M
Net Calls Change
-$716K

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$2B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.37B
3
Norges Bank
3
Norges Bank
Norway
$172M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$64.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$264M

Top Sellers

1
Holocene Advisors
1
Holocene Advisors
New York
$95.4M
2
Invesco
2
Invesco
Georgia
$64.8M
3
SC
3
Samlyn Capital
New York
$77M
4
SCM
4
Steadfast Capital Management
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$63.7M
Name Market Value Shares Shares
Change 		Shares
Change %
HNW
451
High Note Wealth
Minnesota
$5.12K 22 – –
LFG
452
Larson Financial Group
Missouri
$4.65K 20 -38 -66%
NC
453
NewSquare Capital
Pennsylvania
$4.65K 20 – –
VCM
454
Versant Capital Management
Arizona
$4.65K 20 +20 New
WTC
455
WhitTier Trust Company
Nevada
$4.65K 20 -5 -20%
NS
456
NBC Securities
Alabama
$4K 20 – –
CAL
457
Capital Advisors Ltd
Ohio
$4K 18 – –
S
458
Sachetta
Massachusetts
$3.96K 17 +5 +42%
RS
459
Rakuten Securities
Japan
$3.72K 16 +16 New
TPCW
460
TD Private Client Wealth
New York
$2.79K 12 -15 -56%
TIM
461
Tortoise Investment Management
New York
$2.79K 12 +3 +33%
CH
462
Cromwell Holdings
Wyoming
$2.79K 12 +6 +100%
MCM
463
MV Capital Management
Maryland
$2.33K 10 -4 -29%
FC
464
Family CFO
California
$2.33K 10 +10 New
DPW
465
DiNuzzo Private Wealth
Pennsylvania
$2.09K 9 – –
TWD
466
True Wealth Design
Ohio
$1.86K 8 -3 -27%
BIA
467
Bell Investment Advisors
California
$1.86K 8 – –
Kayne Anderson Rudnick Investment Management
468
Kayne Anderson Rudnick Investment Management
California
$1.86K 8 +8 New
CPG
469
Cornerstone Planning Group
New Jersey
$1.4K 5 – –
GWSG
470
GPS Wealth Strategies Group
Colorado
$1.4K 6 – –
TCA
471
Trifecta Capital Advisors
Illinois
$1.4K 6 +6 New
SIC
472
SJS Investment Consulting
Ohio
$1.16K 5 -2 -29%
RFS
473
Richardson Financial Services
Massachusetts
$1.16K 5 – –
CFD
474
Creative Financial Designs
Indiana
$1.16K 5 +1 +25%
AW
475
Avion Wealth
Texas
$1K 6 -1 -14%
17 18
19
20 21