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Burlington
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Overview Fund Activity

496 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, 186 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
-43
Holders Change %
-7.98%
% of All Funds
6.65%
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
214
Reduced
186
Closed
82
Calls
$238M
Puts
$592M
Net Calls
-$354M
Net Calls Change
-$126M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$674M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$259M
3
VNIM
Vaughan Nelson Investment Management
Texas
+$64.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$62.3M
5
ACM
Anomaly Capital Management
New York
+$59M

Top Sellers

1
Holocene Advisors
Holocene Advisors
New York
-$166M
2
Invesco
Invesco
Georgia
-$115M
3
SC
Samlyn Capital
New York
-$79.7M
4
SCM
Steadfast Capital Management
New York
-$79.2M
5
Ameriprise
Ameriprise
Minnesota
-$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
451
CX Institutional
Indiana
$7K – – –
BFS
452
Bare Financial Services
Pennsylvania
$6.98K +$4.89K +21 +233%
FFA
453
Frazier Financial Advisors
Ohio
$6.75K – – –
JWA
454
JFS Wealth Advisors
Pennsylvania
$5.35K -$465 -2 -8%
HNW
455
High Note Wealth
Minnesota
$5.12K – – –
LFG
456
Larson Financial Group
Missouri
$4.65K -$8.84K -38 -66%
NC
457
NewSquare Capital
Pennsylvania
$4.65K – – –
VCM
458
Versant Capital Management
Arizona
$4.65K +$4.65K +20 New
WTC
459
WhitTier Trust Company
Nevada
$4.65K -$1.16K -5 -20%
NS
460
NBC Securities
Alabama
$4K – – –
CAL
461
Capital Advisors Ltd
Ohio
$4K – – –
S
462
Sachetta
Massachusetts
$3.96K +$1.16K +5 +42%
RS
463
Rakuten Securities
Japan
$3.72K +$3.72K +16 New
TPCW
464
TD Private Client Wealth
New York
$2.79K -$3.49K -15 -56%
TIM
465
Tortoise Investment Management
New York
$2.79K +$698 +3 +33%
CH
466
Cromwell Holdings
Wyoming
$2.79K +$1.4K +6 +100%
MCM
467
MV Capital Management
Maryland
$2.33K -$931 -4 -29%
FC
468
Family CFO
California
$2.33K +$2.33K +10 New
DPW
469
DiNuzzo Private Wealth
Pennsylvania
$2.09K – – –
TWD
470
True Wealth Design
Ohio
$1.86K -$698 -3 -27%
BIA
471
Bell Investment Advisors
California
$1.86K – – –
Kayne Anderson Rudnick Investment Management
472
Kayne Anderson Rudnick Investment Management
California
$1.86K +$1.86K +8 New
CPG
473
Cornerstone Planning Group
New Jersey
$1.4K – – –
GWSG
474
GPS Wealth Strategies Group
Colorado
$1.4K – – –
TCA
475
Trifecta Capital Advisors
Illinois
$1.4K +$1.4K +6 New
17 18
19
20 21