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Burlington

527 hedge funds and large institutions have $17.1B invested in Burlington in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 182 increasing their positions, 196 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

7% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 196

3.76% less ownership

Funds ownership: 110.69%106.93% (-3.8%)

69% less call options, than puts

Call options by funds: $259M | Put options by funds: $823M

Holders
527
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$259M
Puts
$823M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
451
Clearstead Advisors
Ohio
$27K
GSWM
452
Golden State Wealth Management
California
$26.5K
GRP
453
Global Retirement Partners
California
$25.7K
GTAM
454
Global Trust Asset Management
Florida
$25.4K
PTC
455
Private Trust Company
Ohio
$24.8K
FHC
456
First Horizon Corporation
Tennessee
$24.7K
WA
457
WPG Advisers
Maryland
$22.4K
Optiver Holding
458
Optiver Holding
Netherlands
$19.9K
HI
459
Harbour Investments
Wisconsin
$19.3K
ARMT
460
Amica Retiree Medical Trust
Rhode Island
$18K
HWM
461
Hemington Wealth Management
Virginia
$17K
KFP
462
Kerr Financial Planning
California
$16.6K
PWAM
463
Private Wealth Asset Management
Iowa
$16.3K
CB
464
CNB Bank
Pennsylvania
$16.3K
C
465
Covestor
United Kingdom
$16K
RBI
466
Raiffeisen Bank International
Austria
$15.5K
WT
467
Whittier Trust
California
$14.8K
FMII
468
Farmers & Merchants Investments Inc
Nebraska
$13.5K
LFG
469
Larson Financial Group
Missouri
$11.5K
MCM
470
MAI Capital Management
Ohio
$11.2K
FFO
471
Fortitude Family Office
Arizona
$10.9K
MAM
472
Meeder Asset Management
Ohio
$10.9K
NA
473
NewEdge Advisors
Louisiana
$10.4K
WBC
474
West Branch Capital
Massachusetts
$9.93K
BFS
475
Bare Financial Services
Pennsylvania
$7.64K