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Burlington
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Overview Fund Activity

539 hedge funds and large institutions have $16B invested in Burlington in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 196 increasing their positions, 219 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
-27
Holders Change %
-4.77%
% 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
0.22%
New
66
Increased
196
Reduced
219
Closed
81
Calls
$341M
Puts
$569M
Net Calls
-$228M
Net Calls Change
+$37.6M

Top Buyers

1
SC
1
Samlyn Capital
New York
$161M
2
Capital International Investors
2
Capital International Investors
California
$1.36B
3
Holocene Advisors
3
Holocene Advisors
New York
$268M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.13B
5
Alkeon Capital Management
5
Alkeon Capital Management
New York
$71.5M

Top Sellers

1
CCM
1
Candlestick Capital Management
Connecticut
$0
2
ACM
2
Anomaly Capital Management
New York
$134M
3
Millennium Management
3
Millennium Management
New York
$65.3M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$204M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$42.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
526
Avion Wealth
Texas
$1K – – –
PWA
527
Principia Wealth Advisory
Texas
$987 +$740 +3 +300%
HPC
528
HM Payson & Co
Maine
$954 – – –
BCM
529
Blume Capital Management
California
$954 +$954 +4 New
CFD
530
Creative Financial Designs
Indiana
$953 +$953 +4 New
HFS
531
Hughes Financial Services
Virginia
$485 +$485 +2 New
MAS
532
MPWM Advisory Solutions
Georgia
$477 – – –
HIA
533
HFM Investment Advisors
New Jersey
$477 +$477 +2 New
BHWM
534
Bay Harbor Wealth Management
Maryland
$476 +$476 +2 New
WW
535
Winnow Wealth
Texas
$368 – – –
WCM
536
WealthTrak Capital Management
Virginia
$239 -$239 -1 -50%
CA
537
CoreCap Advisors
Michigan
$238 -$1.19K -5 -83%
PWM
538
Parkworth Wealth Management
California
$238 – – –
RIL
539
Rothschild Investment LLC
Illinois
$238 +$238 +1 New
Norges Bank
540
Norges Bank
Norway
– -$227M -797,265 Closed
CCM
541
Candlestick Capital Management
Connecticut
– -$103M -362,575 Closed
Bank of Nova Scotia
542
Bank of Nova Scotia
Ontario, Canada
– -$22.9M -80,374 Closed
LP
543
LMR Partners
United Kingdom
– -$16.5M -57,750 Closed
JAM
544
Jupiter Asset Management
United Kingdom
– -$11.5M -40,335 Closed
DKCM
545
Davidson Kempner Capital Management
New York
– -$11.4M -40,000 Closed
TI
546
Trexquant Investment
Connecticut
– -$6.78M -23,796 Closed
Renaissance Technologies
547
Renaissance Technologies
New York
– -$5.7M -20,000 Closed
SCM
548
Scopia Capital Management
New York
– -$5.38M -18,871 Closed
CM
549
Crestline Management
Texas
– -$4.65M -16,327 Closed
ECM
550
ExodusPoint Capital Management
New York
– -$4.02M -14,102 Closed
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