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Burlington

565 hedge funds and large institutions have $19.7B invested in Burlington in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 213 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: 106.94%108.25% (+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
565
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
BIA
526
Bell Investment Advisors
California
$2.31K
VWA
527
Valued Wealth Advisors
Utah
$2.31K
SS
528
Sunbelt Securities
Texas
$2.31K
NSIM
529
North Star Investment Management
Illinois
$2.31K
BHWM
530
Bay Harbor Wealth Management
Maryland
$2.31K
BBHC
531
Brown Brothers Harriman & Co
New York
$2.02K
AFG
532
Albion Financial Group
Utah
$1.73K
JFGIW
533
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.73K
GWSG
534
GPS Wealth Strategies Group
Colorado
$1.73K
CFM
535
Cornerstone Financial Management
Massachusetts
$1.73K
LWM
536
Lodestone Wealth Management
Washington
$1.73K
CPG
537
Cornerstone Planning Group
New Jersey
$1.73K
CFD
538
Creative Financial Designs
Indiana
$1.44K
CFO
539
CVA Family Office
Colorado
$1.44K
AF
540
Advisornet Financial
Minnesota
$1.44K
RFA
541
Reyes Financial Architecture
California
$1.44K
CTC
542
Central Trust Company
Missouri
$1.43K
HPC
543
HM Payson & Co
Maine
$1.16K
RWM
544
Rialto Wealth Management
New York
$1.16K
AW
545
Avion Wealth
Texas
$1K
HIA
546
HFM Investment Advisors
New Jersey
$867
NRG
547
Nemes Rush Group
Michigan
$867
1CP
548
1015 Capital Partners
Pennsylvania
$867
BWL
549
Bogart Wealth LLC
Virginia
$578
SWM
550
Spire Wealth Management
Virginia
$578