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Burlington

532 hedge funds and large institutions have $17.1B invested in Burlington in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 181 increasing their positions, 200 reducing their positions, and 51 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

10% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 200

3.74% less ownership

Funds ownership: 110.65%106.91% (-3.7%)

69% less call options, than puts

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

Holders
532
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
BBHC
501
Brown Brothers Harriman & Co
New York
$1.78K
GWSG
502
GPS Wealth Strategies Group
Colorado
$1.53K
AFG
503
Albion Financial Group
Utah
$1.53K
JFGIW
504
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.53K
QC
505
Quent Capital
New York
$1.53K
CPG
506
Cornerstone Planning Group
New Jersey
$1.37K
CFD
507
Creative Financial Designs
Indiana
$1.27K
SIC
508
SJS Investment Consulting
Ohio
$1.27K
CFO
509
CVA Family Office
Colorado
$1.27K
BHWM
510
Bay Harbor Wealth Management
Maryland
$1.27K
BHWM
511
Beaird Harris Wealth Management
Texas
$1.02K
HPC
512
HM Payson & Co
Maine
$1.02K
AF
513
Advisornet Financial
Minnesota
$1.02K
VWA
514
Valued Wealth Advisors
Utah
$1.02K
SS
515
Sunbelt Securities
Texas
$1.02K
HIA
516
HFM Investment Advisors
New Jersey
$764
HI
517
Horizon Investments
North Carolina
$764
PAM
518
Palisade Asset Management
Minnesota
$764
RWM
519
Rialto Wealth Management
New York
$509
BWL
520
Bogart Wealth LLC
Virginia
$509
CIAS
521
CBIZ Investment Advisory Services
Ohio
$509
SWM
522
Spire Wealth Management
Virginia
$509
RIL
523
Rothschild Investment LLC
Illinois
$509
PWA
524
Principia Wealth Advisory
Texas
$255
CA
525
CoreCap Advisors
Michigan
$255