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Burlington

567 hedge funds and large institutions have $19.7B invested in Burlington in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 213 increasing their positions, 197 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 52

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

15% more capital invested

Capital invested by funds: $17.2B → $19.7B (+$2.53B)

6% more funds holding

Funds holding: 536567 (+31)

1.31% more ownership

Funds ownership: 106.94%108.26% (+1.3%)

8% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 197

77% less call options, than puts

Call options by funds: $177M | Put options by funds: $765M

Holders
567
Holders Change
+31
Holders Change %
+5.78%
% of All Funds
6.9%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.13%
New
92
Increased
213
Reduced
197
Closed
52
Calls
$177M
Puts
$765M
Net Calls
-$589M
Net Calls Change
-$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
451
CIBC Private Wealth Group
Georgia
$116K -$46.9K -173 -30%
IUHSA
452
Itau Unibanco Holding S.A.
Brazil
$108K +$101K +374 New
BTI
453
Blue Trust Inc
Georgia
$106K -$8.68K -32 -8%
SAM
454
Smartleaf Asset Management
Massachusetts
$97.6K +$16K +59 +21%
AF
455
Allworth Financial
California
$97.6K +$32.6K +120 +55%
EP
456
Essential Partners
California
$89.5K +$83.8K +309 +30,900%
Los Angeles Capital Management
457
Los Angeles Capital Management
California
$83.1K +$82.5K +304 New
NS
458
NBC Securities
Alabama
$82.6K +$17.1K +63 +28%
PA
459
Parallel Advisors
California
$82K +$271 +1 +0.4%
MPWT
460
MassMutual Private Wealth & Trust
Connecticut
$72.5K +$10.3K +38 +18%
CA
461
Clearstead Advisors
Ohio
$69.9K +$36.9K +136 +128%
WSFS
462
Wilmington Savings Fund Society
Delaware
$63K +$17.9K +66 +43%
LI
463
LRI Investments
Florida
$62.9K +$59.1K +218 New
HNB
464
Hilltop National Bank
Wyoming
$58.3K +$54.8K +202 New
Jones Financial Companies
465
Jones Financial Companies
Missouri
$56.6K +$7.05K +26 +15%
CWP
466
Concord Wealth Partners
Virginia
$54.3K
PFBT
467
Parkside Financial Bank & Trust
Missouri
$47.4K +$12.5K +46 +39%
RBC
468
Roble Belko & Company
Pennsylvania
$41K
LFG
469
Larson Financial Group
Missouri
$36.4K +$22K +81 +180%
RFP
470
Root Financial Partners
California
$35.8K +$1.36K +5 +4%
EB
471
Eastern Bank
Massachusetts
$35K +$543 +2 +2%
RAM
472
Reflection Asset Management
South Carolina
$33.8K +$31.7K +117 New
HI
473
Harbour Investments
Wisconsin
$31.8K +$9.22K +34 +45%
HNB
474
Huntington National Bank
Ohio
$31.2K -$1.9K -7 -6%
AAP
475
Arax Advisory Partners
Colorado
$29.2K -$153K -563 -85%