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Burlington

499 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, 214 increasing their positions, 188 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

43% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 82

60% less call options, than puts

Call options by funds: $238M | Put options by funds: $592M

69% less funds holding in top 10

Funds holding in top 10: 165 (-11)

Holders
499
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$238M
Puts
$592M
Net Calls
Net Calls Change

Top Buyers

1 +$674M
2 +$259M
3 +$64.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$62.3M
5
ACM
Anomaly Capital Management
New York
+$59M

Top Sellers

1 -$166M
2 -$115M
3 -$79.7M
4
SCM
Steadfast Capital Management
New York
-$79.2M
5
Ameriprise
Ameriprise
Minnesota
-$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
451
West Branch Capital
Massachusetts
$9.07K
SC
452
SouthState Corp
Florida
$8.84K
CI
453
CX Institutional
Indiana
$7K
BFS
454
Bare Financial Services
Pennsylvania
$6.98K
FFA
455
Frazier Financial Advisors
Ohio
$6.75K
JWA
456
JFS Wealth Advisors
Pennsylvania
$5.35K
HNW
457
High Note Wealth
Minnesota
$5.12K
LFG
458
Larson Financial Group
Missouri
$4.65K
NC
459
NewSquare Capital
Pennsylvania
$4.65K
VCM
460
Versant Capital Management
Arizona
$4.65K
WTC
461
WhitTier Trust Company
Nevada
$4.65K
CAL
462
Capital Advisors Ltd
Ohio
$4K
NS
463
NBC Securities
Alabama
$4K
S
464
Sachetta
Massachusetts
$3.96K
RS
465
Rakuten Securities
Japan
$3.72K
TPCW
466
TD Private Client Wealth
New York
$2.79K
TIM
467
Tortoise Investment Management
New York
$2.79K
CH
468
Cromwell Holdings
Wyoming
$2.79K
MCM
469
MV Capital Management
Maryland
$2.33K
FC
470
Family CFO
California
$2.33K
DPW
471
DiNuzzo Private Wealth
Pennsylvania
$2.09K
TWD
472
True Wealth Design
Ohio
$1.86K
BIA
473
Bell Investment Advisors
California
$1.86K
Kayne Anderson Rudnick Investment Management
474
Kayne Anderson Rudnick Investment Management
California
$1.86K
CPG
475
Cornerstone Planning Group
New Jersey
$1.4K