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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
CCA
501
Childress Capital Advisors
Texas
$201K +$189K +618 New
AAP
502
Arax Advisory Partners
Colorado
$200K +$157K +514 +509%
AF
503
Alerus Financial
North Dakota
$179K
AIC
504
Archer Investment Corporation
Indiana
$168K
RFP
505
Root Financial Partners
California
$168K +$120K +392 +316%
IA
506
IFP Advisors
Florida
$163K -$409K -1,337 -73%
Bessemer Group
507
Bessemer Group
New Jersey
$163K +$1.23K +4 +0.8%
LS
508
Livforsakringsbolaget Skandia
Sweden
$163K
AGWCA
509
Annis Gardner Whiting Capital Advisors
Florida
$153K
ASN
510
Advisory Services Network
Georgia
$148K +$139K +453 New
SCM
511
Sterling Capital Management
North Carolina
$147K -$2.71M -8,843 -95%
Mirae Asset Global Investments
512
Mirae Asset Global Investments
South Korea
$135K -$514K -1,678 -80%
OP
513
Oslo Pensjonsforsikring
$133K +$125K +408 New
TWD
514
True Wealth Design
Ohio
$123K +$98.3K +321 +553%
PA
515
Parallel Advisors
California
$113K +$19.6K +64 +23%
SAM
516
Smartleaf Asset Management
Massachusetts
$98.4K -$7.35K -24 -7%
NS
517
NBC Securities
Alabama
$93.1K
SA
518
SRH Advisors
Kansas
$92.7K +$87.3K +285 New
Los Angeles Capital Management
519
Los Angeles Capital Management
California
$88.5K -$9.8K -32 -11%
LFG
520
Larson Financial Group
Missouri
$81.7K +$38.3K +125 +99%
BTI
521
Blue Trust Inc
Georgia
$78.1K -$38.6K -126 -34%
MPWT
522
MassMutual Private Wealth & Trust
Connecticut
$74.2K -$7.04K -23 -9%
WSFS
523
Wilmington Savings Fund Society
Delaware
$70.9K
PEAK6
524
PEAK6
Illinois
$69K -$14.2M -46,480 -100%
SIC
525
SJS Investment Consulting
Ohio
$66.7K +$56.7K +185 +925%