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Burlington

560 hedge funds and large institutions have $19.7B invested in Burlington in 2025 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 212 increasing their positions, 197 reducing their positions, and 52 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:

1.31% more ownership

Funds ownership: 106.91%108.21% (+1.3%)

8% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 197

77% less call options, than puts

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

Holders
560
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
BHWM
526
Bay Harbor Wealth Management
Maryland
$2.31K
BBHC
527
Brown Brothers Harriman & Co
New York
$2.02K
AFG
528
Albion Financial Group
Utah
$1.73K
JFGIW
529
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.73K
GWSG
530
GPS Wealth Strategies Group
Colorado
$1.73K
CFM
531
Cornerstone Financial Management
Massachusetts
$1.73K
LWM
532
Lodestone Wealth Management
Washington
$1.73K
CPG
533
Cornerstone Planning Group
New Jersey
$1.73K
CFO
534
CVA Family Office
Colorado
$1.44K
CFD
535
Creative Financial Designs
Indiana
$1.44K
AF
536
Advisornet Financial
Minnesota
$1.44K
RFA
537
Reyes Financial Architecture
California
$1.44K
CTC
538
Central Trust Company
Missouri
$1.43K
HPC
539
HM Payson & Co
Maine
$1.16K
RWM
540
Rialto Wealth Management
New York
$1.16K
AW
541
Avion Wealth
Texas
$1K
HIA
542
HFM Investment Advisors
New Jersey
$867
NRG
543
Nemes Rush Group
Michigan
$867
CIAS
544
CBIZ Investment Advisory Services
Ohio
$578
BWL
545
Bogart Wealth LLC
Virginia
$578
SWM
546
Spire Wealth Management
Virginia
$578
AWM
547
Activest Wealth Management
Florida
$578
TFA
548
Transamerica Financial Advisors
Florida
$578
PWA
549
Principia Wealth Advisory
Texas
$578
PMFA
550
Plante Moran Financial Advisors
Michigan
$578