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Burlington

619 hedge funds and large institutions have $20.9B invested in Burlington in 2026 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 243 increasing their positions, 173 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

6% more capital invested

Capital invested by funds: $19.7B → $20.9B (+$1.26B)

5.07% less ownership

Funds ownership: 108.25%103.18% (-5.1%)

85% less call options, than puts

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

Holders
619
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$110M
Puts
$713M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWC
476
Abundance Wealth Counselors
Pennsylvania
$244K
GT
477
Greenleaf Trust
Michigan
$244K
AC
478
AlphaCore Capital
California
$243K
SFC
479
SYM Financial Corp
Indiana
$240K
WA
480
Wealth Alliance
New York
$238K
LFA
481
Legacy Financial Advisors
Kentucky
$234K
C
482
Certuity
Florida
$234K
MW
483
MBL Wealth
North Carolina
$232K
GPW
484
Genesis Private Wealth
Virginia
$222K
MFS
485
Mirabella Financial Services
United Kingdom
$222K
ACA
486
Aptus Capital Advisors
Alabama
$221K
EWM
487
Empirical Wealth Management
Washington
$218K
AFGAS
488
Allegiance Financial Group Advisory Services
Virginia
$216K
DWM
489
Daner Wealth Management
Georgia
$215K
PAG
490
Poinciana Advisors Group
Florida
$214K
NG
491
Norden Group
Utah
$212K
VCM
492
Versant Capital Management
Arizona
$211K
HIP
493
HUB Investment Partners
Texas
$204K
CI
494
Cigna Investments
Connecticut
$204K
CCA
495
Childress Capital Advisors
Texas
$201K
AAP
496
Arax Advisory Partners
Colorado
$200K
AF
497
Alerus Financial
North Dakota
$179K
AIC
498
Archer Investment Corporation
Indiana
$168K
RFP
499
Root Financial Partners
California
$168K
IA
500
IFP Advisors
Florida
$163K