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Burlington

546 hedge funds and large institutions have $16.2B invested in Burlington in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 200 increasing their positions, 223 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

1.53% more ownership

Funds ownership: 105.8%107.33% (+1.5%)

4% less funds holding

Funds holding: 571546 (-25)

10% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 223

16% less capital invested

Capital invested by funds: $19.1B → $16.2B (-$2.98B)

20% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 81

40% less call options, than puts

Call options by funds: $341M | Put options by funds: $569M

Holders
546
Holders Change
-25
Holders Change %
-4.38%
% 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
0.21%
New
65
Increased
200
Reduced
223
Closed
81
Calls
$341M
Puts
$569M
Net Calls
-$228M
Net Calls Change
+$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
T
501
Transce3nd
Texas
$5.72K
WB
502
Webster Bank
Connecticut
$5.72K
HNW
503
High Note Wealth
Minnesota
$5.24K
ST
504
Smithfield Trust
Pennsylvania
$5K
NC
505
NewSquare Capital
Pennsylvania
$4.77K +$4.66K +18 +900%
NWM
506
Nova Wealth Management
Florida
$4.53K +$4.92K +19 New
WA
507
Whipplewood Advisors
Colorado
$4.29K +$7K +27 +75%
CAL
508
Capital Advisors Ltd
Ohio
$4K
NS
509
NBC Securities
Alabama
$4K +$5.18K +20 New
MCM
510
MV Capital Management
Maryland
$3.34K +$259 +1 +8%
AAP
511
Arax Advisory Partners
Colorado
$2.86K -$66.6K -257 -96%
S
512
Sachetta
Massachusetts
$2.86K -$259 -1 -8%
WPA
513
West Paces Advisors
Georgia
$2.86K
AWM
514
Activest Wealth Management
Florida
$2.86K +$2.85K +11 +1,100%
TC
515
Trust Company
Kansas
$2.62K
TWD
516
True Wealth Design
Ohio
$2.62K +$777 +3 +38%
QC
517
Quent Capital
New York
$2.38K -$8.55K -33 -77%
A
518
AlphaQuest
New York
$2.38K -$2.85K -11 -52%
DPW
519
DiNuzzo Private Wealth
Pennsylvania
$2.15K -$259 -1 -10%
TIM
520
Tortoise Investment Management
New York
$2.15K
CIAS
521
CBIZ Investment Advisory Services
Ohio
$2.15K +$518 +2 +29%
BFS
522
Bare Financial Services
Pennsylvania
$2.15K +$2.33K +9 New
BIA
523
Bell Investment Advisors
California
$1.91K
SIC
524
SJS Investment Consulting
Ohio
$1.67K +$259 +1 +17%
CA
525
Continuum Advisory
Idaho
$1.67K