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Burlington
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Overview Fund Activity

496 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, 214 increasing their positions, 186 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
-43
Holders Change %
-7.98%
% of All Funds
6.65%
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
214
Reduced
186
Closed
82
Calls
$238M
Puts
$592M
Net Calls
-$354M
Net Calls Change
-$126M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$674M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$259M
3
VNIM
Vaughan Nelson Investment Management
Texas
+$64.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$62.3M
5
ACM
Anomaly Capital Management
New York
+$59M

Top Sellers

1
Holocene Advisors
Holocene Advisors
New York
-$166M
2
Invesco
Invesco
Georgia
-$115M
3
SC
Samlyn Capital
New York
-$79.7M
4
SCM
Steadfast Capital Management
New York
-$79.2M
5
Ameriprise
Ameriprise
Minnesota
-$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
476
SJS Investment Consulting
Ohio
$1.16K -$466 -2 -29%
RFS
477
Richardson Financial Services
Massachusetts
$1.16K – – –
CFD
478
Creative Financial Designs
Indiana
$1.16K +$233 +1 +25%
AW
479
Avion Wealth
Texas
$1K -$167 -1 -14%
AF
480
Advisornet Financial
Minnesota
$931 -$5.35K -23 -85%
BBHC
481
Brown Brothers Harriman & Co
New York
$931 +$931 +4 New
VWA
482
Valued Wealth Advisors
Utah
$698 -$698 -3 -50%
CFO
483
CVA Family Office
Colorado
$698 -$465 -2 -40%
HIA
484
HFM Investment Advisors
New Jersey
$698 +$233 +1 +50%
PWM
485
Parkworth Wealth Management
California
$698 +$465 +2 +200%
BHWM
486
Bay Harbor Wealth Management
Maryland
$697 +$232 +1 +50%
WCM
487
WealthTrak Capital Management
Virginia
$466 +$233 +1 +100%
RWM
488
Rialto Wealth Management
New York
$466 +$466 +2 New
Pacer Advisors
489
Pacer Advisors
Pennsylvania
$465 -$773K -3,326 -100%
CIAS
490
CBIZ Investment Advisory Services
Ohio
$465 -$1.63K -7 -78%
HI
491
Horizon Investments
North Carolina
$465 +$465 +2 New
AAS
492
Ameritas Advisory Services
Nebraska
$465 +$465 +2 New
BWL
493
Bogart Wealth LLC
Virginia
$465 +$465 +2 New
PWA
494
Principia Wealth Advisory
Texas
$233 -$699 -3 -75%
CA
495
CoreCap Advisors
Michigan
$233 – – –
TFM
496
TFC Financial Management
Massachusetts
$233 +$233 +1 New
SC
497
Stephens Consulting
Michigan
$233 +$233 +1 New
SCM
498
Steadfast Capital Management
New York
– -$79.2M -332,500 Closed
DGM
499
Delta Global Management
New York
– -$47.4M -198,912 Closed
BCPEMI
500
Bain Capital Public Equity Management II
Massachusetts
– -$32.5M -136,551 Closed
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