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Burlington

556 hedge funds and large institutions have $19.6B invested in Burlington in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 211 increasing their positions, 197 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.17% more ownership

Funds ownership: 106.91%108.09% (+1.2%)

7% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 197

77% less call options, than puts

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

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$177M
Puts
$765M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
526
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.73K
GWSG
527
GPS Wealth Strategies Group
Colorado
$1.73K
CFM
528
Cornerstone Financial Management
Massachusetts
$1.73K
LWM
529
Lodestone Wealth Management
Washington
$1.73K
CPG
530
Cornerstone Planning Group
New Jersey
$1.73K
CFD
531
Creative Financial Designs
Indiana
$1.44K
CFO
532
CVA Family Office
Colorado
$1.44K
AF
533
Advisornet Financial
Minnesota
$1.44K
RFA
534
Reyes Financial Architecture
California
$1.44K
CTC
535
Central Trust Company
Missouri
$1.43K
HPC
536
HM Payson & Co
Maine
$1.16K
RWM
537
Rialto Wealth Management
New York
$1.16K
AW
538
Avion Wealth
Texas
$1K
HIA
539
HFM Investment Advisors
New Jersey
$867
NRG
540
Nemes Rush Group
Michigan
$867
SWM
541
Spire Wealth Management
Virginia
$578
BWL
542
Bogart Wealth LLC
Virginia
$578
CIAS
543
CBIZ Investment Advisory Services
Ohio
$578
PWA
544
Principia Wealth Advisory
Texas
$578
TFA
545
Transamerica Financial Advisors
Florida
$578
AWM
546
Activest Wealth Management
Florida
$578
OC
547
Optima Capital
Oregon
$578
PMFA
548
Plante Moran Financial Advisors
Michigan
$578
DCM
549
Davis Capital Management
Florida
$289
CA
550
CoreCap Advisors
Michigan
$289