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Burlington

546 hedge funds and large institutions have $16.2B invested in Burlington in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 200 increasing their positions, 223 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

1.53% more ownership

Funds ownership: 105.8%107.33% (+1.5%)

4% less funds holding

Funds holding: 571546 (-25)

10% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 223

16% less capital invested

Capital invested by funds: $19.1B → $16.2B (-$2.98B)

20% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 81

40% less call options, than puts

Call options by funds: $341M | Put options by funds: $569M

Holders
546
Holders Change
-25
Holders Change %
-4.38%
% of All Funds
7.32%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
65
Increased
200
Reduced
223
Closed
81
Calls
$341M
Puts
$569M
Net Calls
-$228M
Net Calls Change
+$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
476
Private Wealth Asset Management
Iowa
$15.3K +$16.6K +64 New
C
477
Covestor
United Kingdom
$15K -$189K -731 -92%
LFG
478
Larson Financial Group
Missouri
$13.8K +$6.48K +25 +76%
MCM
479
MAI Capital Management
Ohio
$13.6K +$10.6K +41 +256%
WT
480
Whittier Trust
California
$13.6K
HWM
481
Hemington Wealth Management
Virginia
$13K +$2.33K +9 +19%
TSMHT
482
Thurston Springer Miller Herd & Titak
Indiana
$12.6K +$13.7K +53 New
SC
483
SouthState Corp
Florida
$12.2K +$13.2K +51 New
BOJHT
484
Bank of Jackson Hole Trust
Wyoming
$12K +$12.4K +48 New
FFA
485
Farther Finance Advisors
California
$11.6K -$22.5K -87 -64%
MCM
486
Manchester Capital Management
Vermont
$11.2K +$11.7K +45 +2,250%
WF
487
Wayfinding Financial
Washington
$11K +$12.4K +48 New
NA
488
NewEdge Advisors
Louisiana
$10.7K -$234K -902 -95%
FMII
489
Farmers & Merchants Investments Inc
Nebraska
$10.7K +$5.44K +21 +88%
MAM
490
Meeder Asset Management
Ohio
$10.5K -$4.86M -18,760 -100%
WBC
491
West Branch Capital
Massachusetts
$9.29K
GFPC
492
Global Financial Private Client
Florida
$7.39K +$1.55K +6 +24%
CI
493
CX Institutional
Indiana
$7K +$7.51K +29 New
MIFH
494
Migdal Insurance & Financial Holdings
Israel
$7K +$7.51K +29 New
FFA
495
Frazier Financial Advisors
Ohio
$6.91K
TPCW
496
TD Private Client Wealth
New York
$6.43K +$3.89K +15 +125%
AF
497
Advisornet Financial
Minnesota
$6.43K +$5.96K +23 +575%
JWA
498
JFS Wealth Advisors
Pennsylvania
$5.96K
WTC
499
WhitTier Trust Company
Nevada
$5.96K
SCB
500
Saudi Central Bank
Saudi Arabia
$5.96K +$6.48K +25 New