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Burlington

567 hedge funds and large institutions have $19.7B invested in Burlington in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 213 increasing their positions, 197 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 52

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

15% more capital invested

Capital invested by funds: $17.2B → $19.7B (+$2.53B)

6% more funds holding

Funds holding: 536567 (+31)

1.31% more ownership

Funds ownership: 106.94%108.26% (+1.3%)

8% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 197

77% less call options, than puts

Call options by funds: $177M | Put options by funds: $765M

Holders
567
Holders Change
+31
Holders Change %
+5.78%
% of All Funds
6.9%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.13%
New
92
Increased
213
Reduced
197
Closed
52
Calls
$177M
Puts
$765M
Net Calls
-$589M
Net Calls Change
-$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSA
501
Global Wealth Strategies & Associates
Colorado
$9.82K +$9.22K +34 New
BSB
502
Bangor Savings Bank
Maine
$8.95K +$8.41K +31 New
FFA
503
Frazier Financial Advisors
Ohio
$8.38K
Man Group
504
Man Group
United Kingdom
$8.09K -$12.6M -46,533 -100%
CI
505
CX Institutional
Indiana
$8K
MCM
506
MAI Capital Management
Ohio
$7.8K -$4.61K -17 -39%
MCM
507
Manchester Capital Management
Vermont
$7.51K
CTB
508
Country Trust Bank
Illinois
$7.22K
SL
509
Salomon & Ludwin
Virginia
$6.97K -$271 -1 -4%
RS
510
Rakuten Securities
Japan
$6.93K +$814 +3 +14%
Walleye Trading
511
Walleye Trading
New York
$6.64K -$1.54M -5,660 -100%
SIC
512
SJS Investment Consulting
Ohio
$5.78K +$4.07K +15 +300%
AFC
513
Ares Financial Consulting
California
$5.78K +$5.43K +20 New
SC
514
SouthState Corp
Florida
$5.2K -$2.71K -10 -36%
CAL
515
Capital Advisors Ltd
Ohio
$5K +$271 +1 +6%
S
516
Sachetta
Massachusetts
$4.91K
WTC
517
WhitTier Trust Company
Nevada
$4.36K -$1.63K -6 -30%
PWPS
518
Pinnacle Wealth Planning Services
Ohio
$4.04K +$3.8K +14 New
CH
519
Cromwell Holdings
Wyoming
$3.47K
PTC
520
Private Trust Company
Ohio
$3.18K -$23.6K -87 -89%
MCM
521
MV Capital Management
Maryland
$2.89K
RF
522
Rossby Financial
Florida
$2.89K +$543 +2 +25%
FC
523
Family CFO
California
$2.89K +$2.71K +10 New
II
524
Inspire Investing
Idaho
$2.73K +$2.44K +9 New
DPW
525
DiNuzzo Private Wealth
Pennsylvania
$2.6K -$271 -1 -10%