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Burlington
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Overview Fund Activity

539 hedge funds and large institutions have $16B invested in Burlington in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 196 increasing their positions, 219 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
-27
Holders Change %
-4.77%
% of All Funds
7.32%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.22%
New
66
Increased
196
Reduced
219
Closed
81
Calls
$341M
Puts
$569M
Net Calls
-$228M
Net Calls Change
+$37.6M

Top Buyers

1
SC
Samlyn Capital
New York
$161M
2
Capital International Investors
Capital International Investors
California
$1.36B
3
Holocene Advisors
Holocene Advisors
New York
$268M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.13B
5
Alkeon Capital Management
Alkeon Capital Management
New York
$71.5M

Top Sellers

1
CCM
Candlestick Capital Management
Connecticut
$0
2
ACM
Anomaly Capital Management
New York
$134M
3
Millennium Management
Millennium Management
New York
$65.3M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$204M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$42.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
501
Capital Advisors Ltd
Ohio
$4K – – –
NS
502
NBC Securities
Alabama
$4K +$4K +20 New
MCM
503
MV Capital Management
Maryland
$3.34K +$238 +1 +8%
AAP
504
Arax Advisory Partners
Colorado
$2.86K -$61.3K -257 -96%
S
505
Sachetta
Massachusetts
$2.86K -$238 -1 -8%
WPA
506
West Paces Advisors
Georgia
$2.86K – – –
AWM
507
Activest Wealth Management
Florida
$2.86K +$2.62K +11 +1,100%
TC
508
Trust Company
Kansas
$2.62K – – –
TWD
509
True Wealth Design
Ohio
$2.62K +$715 +3 +38%
QC
510
Quent Capital
New York
$2.38K -$7.86K -33 -77%
A
511
AlphaQuest
New York
$2.38K -$2.62K -11 -52%
DPW
512
DiNuzzo Private Wealth
Pennsylvania
$2.15K -$238 -1 -10%
TIM
513
Tortoise Investment Management
New York
$2.15K – – –
CIAS
514
CBIZ Investment Advisory Services
Ohio
$2.15K +$477 +2 +29%
BFS
515
Bare Financial Services
Pennsylvania
$2.15K +$2.15K +9 New
BIA
516
Bell Investment Advisors
California
$1.91K – – –
SIC
517
SJS Investment Consulting
Ohio
$1.67K +$238 +1 +17%
CA
518
Continuum Advisory
Idaho
$1.67K – – –
FCAS
519
First Command Advisory Services
Texas
$1.67K +$1.67K +7 New
VWA
520
Valued Wealth Advisors
Utah
$1.43K -$2.15K -9 -60%
GWSG
521
GPS Wealth Strategies Group
Colorado
$1.43K – – –
CH
522
Cromwell Holdings
Wyoming
$1.43K +$1.43K +6 New
RFS
523
Richardson Financial Services
Massachusetts
$1.19K – – –
CFO
524
CVA Family Office
Colorado
$1.19K +$477 +2 +67%
CPG
525
Cornerstone Planning Group
New Jersey
$1.09K +$436 +2 +67%
19 20
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