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Burlington

525 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, 182 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:

6% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 194

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
525
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
CPG
501
Cornerstone Planning Group
New Jersey
$1.37K
CFD
502
Creative Financial Designs
Indiana
$1.27K
SIC
503
SJS Investment Consulting
Ohio
$1.27K
CFO
504
CVA Family Office
Colorado
$1.27K
BHWM
505
Bay Harbor Wealth Management
Maryland
$1.27K
BHWM
506
Beaird Harris Wealth Management
Texas
$1.02K
HPC
507
HM Payson & Co
Maine
$1.02K
AF
508
Advisornet Financial
Minnesota
$1.02K
VWA
509
Valued Wealth Advisors
Utah
$1.02K
SS
510
Sunbelt Securities
Texas
$1.02K
HIA
511
HFM Investment Advisors
New Jersey
$764
HI
512
Horizon Investments
North Carolina
$764
PAM
513
Palisade Asset Management
Minnesota
$764
BWL
514
Bogart Wealth LLC
Virginia
$509
CIAS
515
CBIZ Investment Advisory Services
Ohio
$509
RWM
516
Rialto Wealth Management
New York
$509
RIL
517
Rothschild Investment LLC
Illinois
$509
SWM
518
Spire Wealth Management
Virginia
$509
TFM
519
TFC Financial Management
Massachusetts
$255
CA
520
CoreCap Advisors
Michigan
$255
DCM
521
Davis Capital Management
Florida
$255
AWM
522
Activest Wealth Management
Florida
$255
WW
523
Winnow Wealth
Texas
$255
SA
524
Seneschal Advisors
Washington
$255
CTC
525
Central Trust Company
Missouri
$255