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Burlington

546 hedge funds and large institutions have $16.2B invested in Burlington in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 200 increasing their positions, 223 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

1.53% more ownership

Funds ownership: 105.8%107.33% (+1.5%)

4% less funds holding

Funds holding: 571546 (-25)

10% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 223

16% less capital invested

Capital invested by funds: $19.1B → $16.2B (-$2.98B)

20% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 81

40% less call options, than puts

Call options by funds: $341M | Put options by funds: $569M

Holders
546
Holders Change
-25
Holders Change %
-4.38%
% of All Funds
7.32%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
65
Increased
200
Reduced
223
Closed
81
Calls
$341M
Puts
$569M
Net Calls
-$228M
Net Calls Change
+$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
526
First Command Advisory Services
Texas
$1.67K +$1.81K +7 New
VWA
527
Valued Wealth Advisors
Utah
$1.43K -$2.33K -9 -60%
GWSG
528
GPS Wealth Strategies Group
Colorado
$1.43K
CH
529
Cromwell Holdings
Wyoming
$1.43K +$1.55K +6 New
RFS
530
Richardson Financial Services
Massachusetts
$1.19K
CFO
531
CVA Family Office
Colorado
$1.19K +$518 +2 +67%
CPG
532
Cornerstone Planning Group
New Jersey
$1.09K +$518 +2 +67%
AW
533
Avion Wealth
Texas
$1K
PWA
534
Principia Wealth Advisory
Texas
$987 +$777 +3 +300%
HPC
535
HM Payson & Co
Maine
$954
BCM
536
Blume Capital Management
California
$954 +$1.04K +4 New
CFD
537
Creative Financial Designs
Indiana
$953 +$1.04K +4 New
HFS
538
Hughes Financial Services
Virginia
$485 +$518 +2 New
MAS
539
MPWM Advisory Solutions
Georgia
$477
HIA
540
HFM Investment Advisors
New Jersey
$477 +$518 +2 New
BHWM
541
Bay Harbor Wealth Management
Maryland
$476 +$518 +2 New
WW
542
Winnow Wealth
Texas
$368
WCM
543
WealthTrak Capital Management
Virginia
$239 -$259 -1 -50%
CA
544
CoreCap Advisors
Michigan
$238 -$1.3K -5 -83%
PWM
545
Parkworth Wealth Management
California
$238
RIL
546
Rothschild Investment LLC
Illinois
$238 +$259 +1 New
CCM
547
Candlestick Capital Management
Connecticut
-$103M -362,575 Closed
Bank of Nova Scotia
548
Bank of Nova Scotia
Ontario, Canada
-$22.9M -80,374 Closed
LP
549
LMR Partners
United Kingdom
-$16.5M -57,750 Closed
JAM
550
Jupiter Asset Management
United Kingdom
-$11.5M -40,335 Closed