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Burlington

624 hedge funds and large institutions have $20.9B invested in Burlington in 2026 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 245 increasing their positions, 174 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

6% more capital invested

Capital invested by funds: $19.7B → $20.9B (+$1.27B)

5.05% less ownership

Funds ownership: 108.26%103.2% (-5.1%)

85% less call options, than puts

Call options by funds: $110M | Put options by funds: $713M

Holders
624
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$110M
Puts
$713M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
451
Cordatus Wealth Management
Pennsylvania
$317K
EWA
452
EP Wealth Advisors
California
$316K
Teacher Retirement System of Texas
453
Teacher Retirement System of Texas
Texas
$307K
GPGA
454
Grandeur Peak Global Advisors
Utah
$307K
UCFA
455
United Capital Financial Advisors
Texas
$306K
BP
456
Ballentine Partners
Massachusetts
$305K
VSQM
457
V-Square Quantitative Management
Illinois
$303K
DWT
458
Dorsey & Whitney Trust
South Dakota
$303K
FT
459
Fiduciary Trust
Massachusetts
$299K
SFI
460
Siemens Fonds Invest
Germany
$296K
SF
461
Summit Financial
New Jersey
$287K
RWM
462
Ritholtz Wealth Management
New York
$286K
AWA
463
Aaron Wealth Advisors
Illinois
$283K
CFP
464
Cypress Financial Planning
New Jersey
$282K
ECM
465
Everence Capital Management
Indiana
$278K
WCP
466
Wick Capital Partners
Pennsylvania
$275K
PF
467
Phoenix Financial
Israel
$274K
SC
468
Savant Capital
Illinois
$272K
CT
469
ClearAlpha Technologies
Connecticut
$270K
SI
470
Stephens Inc
Arkansas
$268K
BWA
471
Basecamp Wealth Advisors
Washington
$266K
IC
472
Inscription Capital
Texas
$266K
FMI
473
Frec Markets Inc
California
$263K
S
474
SignatureFD
Georgia
$261K
UB
475
UMB Bank
Missouri
$256K