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Burlington

567 hedge funds and large institutions have $19.7B invested in Burlington in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 213 increasing their positions, 197 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 52

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

15% more capital invested

Capital invested by funds: $17.2B → $19.7B (+$2.53B)

6% more funds holding

Funds holding: 536567 (+31)

1.31% more ownership

Funds ownership: 106.94%108.26% (+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
567
Holders Change
+31
Holders Change %
+5.78%
% of All Funds
6.9%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.13%
New
92
Increased
213
Reduced
197
Closed
52
Calls
$177M
Puts
$765M
Net Calls
-$589M
Net Calls Change
-$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EC
526
Elequin Capital
New York
$2.6K +$2.44K +9 New
EW
527
Elyxium Wealth
California
$2.6K +$2.44K +9 New
BIA
528
Bell Investment Advisors
California
$2.31K
SS
529
Sunbelt Securities
Texas
$2.31K +$1.08K +4 +100%
VWA
530
Valued Wealth Advisors
Utah
$2.31K +$1.08K +4 +100%
NSIM
531
North Star Investment Management
Illinois
$2.31K +$2.17K +8 New
BHWM
532
Bay Harbor Wealth Management
Maryland
$2.31K +$814 +3 +60%
BBHC
533
Brown Brothers Harriman & Co
New York
$2.02K
AFG
534
Albion Financial Group
Utah
$1.73K
JFGIW
535
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.73K
GWSG
536
GPS Wealth Strategies Group
Colorado
$1.73K
CFM
537
Cornerstone Financial Management
Massachusetts
$1.73K +$1.63K +6 New
LWM
538
Lodestone Wealth Management
Washington
$1.73K +$1.63K +6 New
CPG
539
Cornerstone Planning Group
New Jersey
$1.73K +$271 +1 +20%
CFD
540
Creative Financial Designs
Indiana
$1.44K
CFO
541
CVA Family Office
Colorado
$1.44K
AF
542
Advisornet Financial
Minnesota
$1.44K +$271 +1 +25%
RFA
543
Reyes Financial Architecture
California
$1.44K +$1.36K +5 New
CTC
544
Central Trust Company
Missouri
$1.43K +$1.08K +4 +400%
HPC
545
HM Payson & Co
Maine
$1.16K
RWM
546
Rialto Wealth Management
New York
$1.16K +$543 +2 +100%
AW
547
Avion Wealth
Texas
$1K -$543 -2 -25%
HIA
548
HFM Investment Advisors
New Jersey
$867
1CP
549
1015 Capital Partners
Pennsylvania
$867 +$814 +3 New
NRG
550
Nemes Rush Group
Michigan
$867 +$814 +3 New