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Burlington

546 hedge funds and large institutions have $16.2B invested in Burlington in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 200 increasing their positions, 223 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

1.53% more ownership

Funds ownership: 105.8%107.33% (+1.5%)

4% less funds holding

Funds holding: 571546 (-25)

10% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 223

16% less capital invested

Capital invested by funds: $19.1B → $16.2B (-$2.98B)

20% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 81

40% less call options, than puts

Call options by funds: $341M | Put options by funds: $569M

Holders
546
Holders Change
-25
Holders Change %
-4.38%
% 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
0.21%
New
65
Increased
200
Reduced
223
Closed
81
Calls
$341M
Puts
$569M
Net Calls
-$228M
Net Calls Change
+$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
451
Brooklyn Investment Group
New York
$49.1K +$17.4K +67 +48%
WSFS
452
Wilmington Savings Fund Society
Delaware
$47.4K -$2.07K -8 -4%
SOW
453
State of Wyoming
Wyoming
$45K -$40.9K -158 -46%
CWP
454
Concord Wealth Partners
Virginia
$44.8K
SAM
455
Smartleaf Asset Management
Massachusetts
$42.5K -$1.81K -7 -4%
AF
456
Allworth Financial
California
$41.8K -$5.18K -20 -10%
MG
457
Mather Group
Illinois
$40.3K
RBC
458
Roble Belko & Company
Pennsylvania
$34K
RA
459
Rise Advisors
New York
$29.8K -$12.2K -47 -27%
GWM
460
Geneos Wealth Management
Colorado
$28.6K +$24.9K +96 +400%
SFGP
461
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$27.2K +$1.04K +4 +4%
CI Investments Inc
462
CI Investments Inc
Ontario, Canada
$27K -$1.04K -4 -3%
WA
463
WPG Advisers
Maryland
$26.5K -$17.6K -68 -38%
PTC
464
Private Trust Company
Ohio
$25.7K
GSWM
465
Golden State Wealth Management
California
$24.8K +$19.4K +75 +259%
RTC
466
Riverview Trust Company
Washington
$24.5K -$518 -2 -2%
GTAM
467
Global Trust Asset Management
Florida
$23.8K -$25.9K -100 -50%
PFBT
468
Parkside Financial Bank & Trust
Missouri
$22.4K -$13K -50 -35%
Jones Financial Companies
469
Jones Financial Companies
Missouri
$21.9K +$1.81K +7 +8%
IA
470
IFP Advisors
Florida
$21.2K
FFO
471
Fortitude Family Office
Arizona
$21K -$1.04K -4 -4%
CA
472
Clearstead Advisors
Ohio
$18.1K -$3.11K -12 -14%
CIM
473
Contravisory Investment Management
Massachusetts
$17.2K
HI
474
Harbour Investments
Wisconsin
$16.7K +$259 +1 +1%
CB
475
CNB Bank
Pennsylvania
$15.3K