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Burlington

624 hedge funds and large institutions have $20.9B invested in Burlington in 2026 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 245 increasing their positions, 174 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 65

41% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 174

10% more funds holding

Funds holding: 567624 (+57)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

6% more capital invested

Capital invested by funds: $19.7B → $20.9B (+$1.27B)

5.05% less ownership

Funds ownership: 108.26%103.2% (-5.1%)

85% less call options, than puts

Call options by funds: $110M | Put options by funds: $713M

Holders
624
Holders Change
+57
Holders Change %
+10.05%
% of All Funds
7.69%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
134
Increased
245
Reduced
174
Closed
65
Calls
$110M
Puts
$713M
Net Calls
-$603M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
G
476
GenTrust
Florida
$254K +$239K +780 New
Chevy Chase Trust
477
Chevy Chase Trust
Maryland
$248K -$1.23K -4 -0.5%
DT
478
DV Trading
Illinois
$247K +$233K +760 New
FRM
479
Fox Run Management
Connecticut
$247K +$242K +791 New
EP
480
Essential Partners
California
$244K +$135K +441 +142%
AWC
481
Abundance Wealth Counselors
Pennsylvania
$244K +$230K +751 New
GT
482
Greenleaf Trust
Michigan
$244K +$11.3K +37 +5%
AC
483
AlphaCore Capital
California
$243K +$228K +746 New
SFC
484
SYM Financial Corp
Indiana
$240K +$226K +738 New
WA
485
Wealth Alliance
New York
$238K +$224K +732 New
LFA
486
Legacy Financial Advisors
Kentucky
$234K +$221K +720 New
C
487
Certuity
Florida
$234K +$221K +720 New
MW
488
MBL Wealth
North Carolina
$232K +$218K +713 New
GPW
489
Genesis Private Wealth
Virginia
$222K -$38.9K -127 -16%
MFS
490
Mirabella Financial Services
United Kingdom
$222K +$209K +681 New
ACA
491
Aptus Capital Advisors
Alabama
$221K +$208K +680 New
EWM
492
Empirical Wealth Management
Washington
$218K +$205K +671 New
AFGAS
493
Allegiance Financial Group Advisory Services
Virginia
$216K +$203K +664 New
DWM
494
Daner Wealth Management
Georgia
$215K -$105K -342 -31%
PVI
495
Pine Valley Investments
New Jersey
$214K +$202K +658 New
PAG
496
Poinciana Advisors Group
Florida
$214K +$201K +657 New
NG
497
Norden Group
Utah
$212K +$200K +653 New
VCM
498
Versant Capital Management
Arizona
$211K +$188K +615 +1,757%
HIP
499
HUB Investment Partners
Texas
$204K +$192K +628 New
CI
500
Cigna Investments
Connecticut
$204K +$191K +625 New