BURL icon

Burlington

556 hedge funds and large institutions have $19.6B invested in Burlington in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 211 increasing their positions, 197 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.17% more ownership

Funds ownership: 106.91%108.09% (+1.2%)

7% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 197

77% less call options, than puts

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

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$177M
Puts
$765M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
476
Private Wealth Asset Management
Iowa
$18.5K
C
477
Covestor
United Kingdom
$18K
KFP
478
Kerr Financial Planning
California
$17.9K
WT
479
Whittier Trust
California
$17.8K
TM
480
Torren Management
California
$17.6K
RBI
481
Raiffeisen Bank International
Austria
$17.3K
TWD
482
True Wealth Design
Ohio
$16.6K
FMII
483
Farmers & Merchants Investments Inc
Nebraska
$16.2K
FFO
484
Fortitude Family Office
Arizona
$12.7K
QC
485
Quent Capital
New York
$12.7K
KFAS
486
Keating Financial Advisory Services
Kansas
$12.1K
Optiver Holding
487
Optiver Holding
Netherlands
$11.6K
GSWM
488
Golden State Wealth Management
California
$10.4K
SAG
489
SageView Advisory Group
California
$10.4K
VCM
490
Versant Capital Management
Arizona
$10.1K
BFS
491
Bare Financial Services
Pennsylvania
$9.82K
GWSA
492
Global Wealth Strategies & Associates
Colorado
$9.82K
BSB
493
Bangor Savings Bank
Maine
$8.95K
FFA
494
Frazier Financial Advisors
Ohio
$8.38K
Man Group
495
Man Group
United Kingdom
$8.09K
CI
496
CX Institutional
Indiana
$8K
MCM
497
MAI Capital Management
Ohio
$7.8K
MCM
498
Manchester Capital Management
Vermont
$7.51K
CTB
499
Country Trust Bank
Illinois
$7.22K
SL
500
Salomon & Ludwin
Virginia
$6.97K