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Burlington

498 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, 187 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
498
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
SC
451
SouthState Corp
Florida
$8.84K
CI
452
CX Institutional
Indiana
$7K
BFS
453
Bare Financial Services
Pennsylvania
$6.98K
FFA
454
Frazier Financial Advisors
Ohio
$6.75K
JWA
455
JFS Wealth Advisors
Pennsylvania
$5.35K
HNW
456
High Note Wealth
Minnesota
$5.12K
LFG
457
Larson Financial Group
Missouri
$4.65K
NC
458
NewSquare Capital
Pennsylvania
$4.65K
VCM
459
Versant Capital Management
Arizona
$4.65K
WTC
460
WhitTier Trust Company
Nevada
$4.65K
CAL
461
Capital Advisors Ltd
Ohio
$4K
NS
462
NBC Securities
Alabama
$4K
S
463
Sachetta
Massachusetts
$3.96K
RS
464
Rakuten Securities
Japan
$3.72K
TPCW
465
TD Private Client Wealth
New York
$2.79K
TIM
466
Tortoise Investment Management
New York
$2.79K
CH
467
Cromwell Holdings
Wyoming
$2.79K
MCM
468
MV Capital Management
Maryland
$2.33K
FC
469
Family CFO
California
$2.33K
DPW
470
DiNuzzo Private Wealth
Pennsylvania
$2.09K
TWD
471
True Wealth Design
Ohio
$1.86K
BIA
472
Bell Investment Advisors
California
$1.86K
Kayne Anderson Rudnick Investment Management
473
Kayne Anderson Rudnick Investment Management
California
$1.86K
CPG
474
Cornerstone Planning Group
New Jersey
$1.4K
GWSG
475
GPS Wealth Strategies Group
Colorado
$1.4K