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Burlington

567 hedge funds and large institutions have $19.7B invested in Burlington in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 213 increasing their positions, 197 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 52

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

15% more capital invested

Capital invested by funds: $17.2B → $19.7B (+$2.53B)

6% more funds holding

Funds holding: 536567 (+31)

1.31% more ownership

Funds ownership: 106.94%108.26% (+1.3%)

8% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 197

77% less call options, than puts

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

Holders
567
Holders Change
+31
Holders Change %
+5.78%
% of All Funds
6.9%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.13%
New
92
Increased
213
Reduced
197
Closed
52
Calls
$177M
Puts
$765M
Net Calls
-$589M
Net Calls Change
-$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
476
JFS Wealth Advisors
Pennsylvania
$28.9K -$111K -411 -80%
A
477
AlphaQuest
New York
$28K -$6.51K -24 -20%
FHC
478
First Horizon Corporation
Tennessee
$26.6K -$1.36K -5 -5%
SHIM
479
Stone House Investment Management
Pennsylvania
$25.1K +$23.6K +87 New
WA
480
WPG Advisers
Maryland
$24.6K -$814 -3 -3%
SS
481
SBI Securities
Japan
$21.4K +$20.1K +74 New
RIL
482
Rothschild Investment LLC
Illinois
$19.4K +$17.6K +65 +3,250%
LSA
483
Leonteq Securities AG
Switzerland
$19.1K -$6.78K -25 -27%
CB
484
CNB Bank
Pennsylvania
$18.5K
PWAM
485
Private Wealth Asset Management
Iowa
$18.5K
C
486
Covestor
United Kingdom
$18K -$814 -3 -5%
KFP
487
Kerr Financial Planning
California
$17.9K
WT
488
Whittier Trust
California
$17.8K
TM
489
Torren Management
California
$17.6K +$16.5K +61 New
RBI
490
Raiffeisen Bank International
Austria
$17.3K
TWD
491
True Wealth Design
Ohio
$16.6K +$12.8K +47 +427%
FMII
492
Farmers & Merchants Investments Inc
Nebraska
$16.2K +$814 +3 +6%
FFO
493
Fortitude Family Office
Arizona
$12.7K +$271 +1 +2%
QC
494
Quent Capital
New York
$12.7K +$10.3K +38 +633%
KFAS
495
Keating Financial Advisory Services
Kansas
$12.1K +$11.4K +42 New
Optiver Holding
496
Optiver Holding
Netherlands
$11.6K -$10.3K -38 -49%
GSWM
497
Golden State Wealth Management
California
$10.4K -$18.4K -68 -65%
SAG
498
SageView Advisory Group
California
$10.4K +$9.77K +36 New
VCM
499
Versant Capital Management
Arizona
$10.1K +$4.07K +15 +75%
BFS
500
Bare Financial Services
Pennsylvania
$9.82K +$1.08K +4 +13%