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Burlington
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Overview Fund Activity

492 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, 213 increasing their positions, 183 reducing their positions, and 82 closing their positions.

Holders
492
Holders Change
-47
Holders Change %
-8.72%
% of All Funds
6.61%
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
213
Reduced
183
Closed
82
Calls
$187M
Puts
$416M
Net Calls
-$229M
Net Calls Change
-$716K

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$2B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.37B
3
Norges Bank
3
Norges Bank
Norway
$172M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$64.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$264M

Top Sellers

1
Holocene Advisors
1
Holocene Advisors
New York
$95.4M
2
Invesco
2
Invesco
Georgia
$64.8M
3
SC
3
Samlyn Capital
New York
$77M
4
SCM
4
Steadfast Capital Management
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$63.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
476
Advisornet Financial
Minnesota
$931 4 -23 -85%
BBHC
477
Brown Brothers Harriman & Co
New York
$931 4 +4 New
VWA
478
Valued Wealth Advisors
Utah
$698 3 -3 -50%
CFO
479
CVA Family Office
Colorado
$698 3 -2 -40%
HIA
480
HFM Investment Advisors
New Jersey
$698 3 +1 +50%
PWM
481
Parkworth Wealth Management
California
$698 3 +2 +200%
BHWM
482
Bay Harbor Wealth Management
Maryland
$697 3 +1 +50%
WCM
483
WealthTrak Capital Management
Virginia
$466 2 +1 +100%
RWM
484
Rialto Wealth Management
New York
$466 2 +2 New
Pacer Advisors
485
Pacer Advisors
Pennsylvania
$465 2 -3,326 -100%
CIAS
486
CBIZ Investment Advisory Services
Ohio
$465 2 -7 -78%
BWL
487
Bogart Wealth LLC
Virginia
$465 2 +2 New
AAS
488
Ameritas Advisory Services
Nebraska
$465 2 +2 New
HI
489
Horizon Investments
North Carolina
$465 2 +2 New
PWA
490
Principia Wealth Advisory
Texas
$233 1 -3 -75%
CA
491
CoreCap Advisors
Michigan
$233 1 – –
TFM
492
TFC Financial Management
Massachusetts
$233 1 +1 New
SC
493
Stephens Consulting
Michigan
$233 1 +1 New
SCM
494
Steadfast Capital Management
New York
– – -332,500 Closed
DGM
495
Delta Global Management
New York
– – -198,912 Closed
BCPEMI
496
Bain Capital Public Equity Management II
Massachusetts
– – -136,551 Closed
CC
497
Cartenna Capital
Connecticut
– – -115,000 Closed
Qube Research & Technologies (QRT)
498
Qube Research & Technologies (QRT)
United Kingdom
– – -89,276 Closed
Jane Street
499
Jane Street
New York
– – -88,537 Closed
CF
500
Corebridge Financial
Texas
– – -70,078 Closed
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