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Burlington

523 hedge funds and large institutions have $17.1B invested in Burlington in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

7% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 194

3.74% less ownership

Funds ownership: 110.63%106.89% (-3.7%)

69% less call options, than puts

Call options by funds: $259M | Put options by funds: $823M

Holders
523
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$259M
Puts
$823M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
476
Salomon & Ludwin
Virginia
$6.21K
RS
477
Rakuten Securities
Japan
$5.34K
WTC
478
WhitTier Trust Company
Nevada
$5.18K
VCM
479
Versant Capital Management
Arizona
$5.09K
CAL
480
Capital Advisors Ltd
Ohio
$5K
S
481
Sachetta
Massachusetts
$4.33K
TIM
482
Tortoise Investment Management
New York
$3.82K
TPCW
483
TD Private Client Wealth
New York
$3.56K
CH
484
Cromwell Holdings
Wyoming
$3.05K
CCM
485
Cloud Capital Management
Washington
$3K
DPW
486
DiNuzzo Private Wealth
Pennsylvania
$2.91K
HWA
487
Heartwood Wealth Advisors
Virginia
$2.8K
TWD
488
True Wealth Design
Ohio
$2.7K
BIA
489
Bell Investment Advisors
California
$2.04K
PG
490
Proffitt & Goodson
Tennessee
$2.04K
RF
491
Rossby Financial
Florida
$2.02K
AW
492
Avion Wealth
Texas
$2K
BBHC
493
Brown Brothers Harriman & Co
New York
$1.78K
GWSG
494
GPS Wealth Strategies Group
Colorado
$1.53K
JFGIW
495
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.53K
QC
496
Quent Capital
New York
$1.53K
AFG
497
Albion Financial Group
Utah
$1.53K
CPG
498
Cornerstone Planning Group
New Jersey
$1.37K
CFD
499
Creative Financial Designs
Indiana
$1.27K
SIC
500
SJS Investment Consulting
Ohio
$1.27K