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Burlington

523 hedge funds and large institutions have $17.1B invested in Burlington in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

7% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 194

3.74% less ownership

Funds ownership: 110.63%106.89% (-3.7%)

69% less call options, than puts

Call options by funds: $259M | Put options by funds: $823M

Holders
523
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$259M
Puts
$823M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
501
CVA Family Office
Colorado
$1.27K
BHWM
502
Bay Harbor Wealth Management
Maryland
$1.27K
BHWM
503
Beaird Harris Wealth Management
Texas
$1.02K
HPC
504
HM Payson & Co
Maine
$1.02K
AF
505
Advisornet Financial
Minnesota
$1.02K
VWA
506
Valued Wealth Advisors
Utah
$1.02K
SS
507
Sunbelt Securities
Texas
$1.02K
HIA
508
HFM Investment Advisors
New Jersey
$764
HI
509
Horizon Investments
North Carolina
$764
PAM
510
Palisade Asset Management
Minnesota
$764
BWL
511
Bogart Wealth LLC
Virginia
$509
CIAS
512
CBIZ Investment Advisory Services
Ohio
$509
RWM
513
Rialto Wealth Management
New York
$509
RIL
514
Rothschild Investment LLC
Illinois
$509
SWM
515
Spire Wealth Management
Virginia
$509
CA
516
CoreCap Advisors
Michigan
$255
TFM
517
TFC Financial Management
Massachusetts
$255
DCM
518
Davis Capital Management
Florida
$255
CTC
519
Central Trust Company
Missouri
$255
SA
520
Seneschal Advisors
Washington
$255
WW
521
Winnow Wealth
Texas
$255
AWM
522
Activest Wealth Management
Florida
$255
TFA
523
Transamerica Financial Advisors
Florida
$254
Norges Bank
524
Norges Bank
Norway
Holocene Advisors
525
Holocene Advisors
New York