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Burlington

539 hedge funds and large institutions have $16B invested in Burlington in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 196 increasing their positions, 219 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
-27
Holders Change %
-4.77%
% of All Funds
7.32%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.22%
New
66
Increased
196
Reduced
219
Closed
81
Calls
$341M
Puts
$569M
Net Calls
-$228M
Net Calls Change
+$37.6M
Name Holding Trade Value Shares
Change
Shares
Change %
RBC
451
Roble Belko & Company
Pennsylvania
$34K
RA
452
Rise Advisors
New York
$29.8K -$11.2K -47 -27%
GWM
453
Geneos Wealth Management
Colorado
$28.6K +$22.9K +96 +400%
SFG
454
Stonebridge Financial Group
Pennsylvania
$27.2K +$953 +4 +4%
CI Investments Inc
455
CI Investments Inc
Ontario, Canada
$27K -$939 -4 -3%
WA
456
WPG Advisers
Maryland
$26.5K -$16.2K -68 -38%
PTC
457
Private Trust Company
Ohio
$25.7K
GSWM
458
Golden State Wealth Management
California
$24.8K +$17.9K +75 +259%
RTC
459
Riverview Trust Company
Washington
$24.5K -$477 -2 -2%
GTAM
460
Global Trust Asset Management
Florida
$23.8K -$23.8K -100 -50%
PFBT
461
Parkside Financial Bank & Trust
Missouri
$22.4K -$11.9K -50 -35%
Jones Financial Companies
462
Jones Financial Companies
Missouri
$21.9K +$1.66K +7 +8%
IA
463
IFP Advisors
Florida
$21.2K
FFO
464
Fortitude Family Office
Arizona
$21K -$953 -4 -4%
CA
465
Clearstead Advisors
Ohio
$18.1K -$2.86K -12 -14%
CIM
466
Contravisory Investment Management
Massachusetts
$17.2K
HI
467
Harbour Investments
Wisconsin
$16.7K +$238 +1 +1%
CB
468
CNB Bank
Pennsylvania
$15.3K
PWAM
469
Private Wealth Asset Management
Iowa
$15.3K +$15.3K +64 New
C
470
Covestor
United Kingdom
$15K -$180K -731 -92%
LFG
471
Larson Financial Group
Missouri
$13.8K +$5.96K +25 +76%
MCM
472
MAI Capital Management
Ohio
$13.6K +$9.77K +41 +256%
WT
473
Whittier Trust
California
$13.6K
HWM
474
Hemington Wealth Management
Virginia
$13K +$2.09K +9 +19%
TSMHT
475
Thurston Springer Miller Herd & Titak
Indiana
$12.6K +$12.6K +53 New