We are live on ! Find out more
BURL icon

Burlington

536 hedge funds and large institutions have $17.2B invested in Burlington in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 181 increasing their positions, 202 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

67% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 51

6% more funds holding

Funds holding: 506536 (+30)

6% more capital invested

Capital invested by funds: $16.2B → $17.2B (+$904M)

3.74% less ownership

Funds ownership: 110.69%106.94% (-3.7%)

10% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 202

69% less call options, than puts

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

Holders
536
Holders Change
+30
Holders Change %
+5.93%
% of All Funds
7.04%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
85
Increased
181
Reduced
202
Closed
51
Calls
$259M
Puts
$823M
Net Calls
-$564M
Net Calls Change
-$210M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
501
Proffitt & Goodson
Tennessee
$2.04K +$2.17K +8 New
RF
502
Rossby Financial
Florida
$2.02K +$2.17K +8 New
AW
503
Avion Wealth
Texas
$2K +$543 +2 +33%
BBHC
504
Brown Brothers Harriman & Co
New York
$1.78K +$815 +3 +75%
GWSG
505
GPS Wealth Strategies Group
Colorado
$1.53K
AFG
506
Albion Financial Group
Utah
$1.53K +$1.63K +6 New
JFGIW
507
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.53K +$1.63K +6 New
QC
508
Quent Capital
New York
$1.53K +$1.63K +6 New
CPG
509
Cornerstone Planning Group
New Jersey
$1.37K
CFD
510
Creative Financial Designs
Indiana
$1.27K
SIC
511
SJS Investment Consulting
Ohio
$1.27K
CFO
512
CVA Family Office
Colorado
$1.27K +$543 +2 +67%
BHWM
513
Bay Harbor Wealth Management
Maryland
$1.27K +$543 +2 +67%
BHWM
514
Beaird Harris Wealth Management
Texas
$1.02K +$1.09K +4 New
AF
515
Advisornet Financial
Minnesota
$1.02K
HPC
516
HM Payson & Co
Maine
$1.02K
VWA
517
Valued Wealth Advisors
Utah
$1.02K +$272 +1 +33%
SS
518
Sunbelt Securities
Texas
$1.02K +$1.09K +4 New
HIA
519
HFM Investment Advisors
New Jersey
$764
HI
520
Horizon Investments
North Carolina
$764 +$272 +1 +50%
PAM
521
Palisade Asset Management
Minnesota
$764 +$815 +3 New
BWL
522
Bogart Wealth LLC
Virginia
$509
CIAS
523
CBIZ Investment Advisory Services
Ohio
$509
RWM
524
Rialto Wealth Management
New York
$509
RIL
525
Rothschild Investment LLC
Illinois
$509 +$543 +2 New

BURL Hedge Fund Activity: Q3 2025 in Review

536 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q3 2025, worth a combined $17.2B — up 5.6% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new BURL positions and 51 closed out — a net gain of 34 holders — while 181 added to existing stakes and 202 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $265M. The largest seller was Citadel Advisors, cutting an estimated $178M.

  • 536 institutional investors held Burlington (BURL) as of Q3 2025, up from 506 in Q2 2025.
  • Funds reported $17.2B of Burlington stock for Q3 2025, up 5.6% quarter-over-quarter.
  • 85 funds opened new Burlington positions in Q3 2025 and 51 closed out, a net change of +34 holders.
  • The largest Burlington buyer in Q3 2025 was JP Morgan Chase, an estimated $265M added.
  • The largest Burlington seller in Q3 2025 was Citadel Advisors, an estimated $178M sold.

Based on aggregated 13F filings for Q3 2025.