We are live on ! Find out more
BURL icon

Burlington

624 hedge funds and large institutions have $20.9B invested in Burlington in 2026 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 245 increasing their positions, 174 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 65

41% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 174

10% more funds holding

Funds holding: 567624 (+57)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

6% more capital invested

Capital invested by funds: $19.7B → $20.9B (+$1.27B)

5.05% less ownership

Funds ownership: 108.26%103.2% (-5.1%)

85% less call options, than puts

Call options by funds: $110M | Put options by funds: $713M

Holders
624
Holders Change
+57
Holders Change %
+10.05%
% of All Funds
7.69%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
134
Increased
245
Reduced
174
Closed
65
Calls
$110M
Puts
$713M
Net Calls
-$603M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
526
Bayforest Capital
United Kingdom
$56.3K +$53K +173 New
PFBT
527
Parkside Financial Bank & Trust
Missouri
$53.7K +$306 +1 +0.6%
AFC
528
Ares Financial Consulting
California
$52.6K +$42.6K +139 +695%
MG
529
Mather Group
Illinois
$45.2K +$42.6K +139 New
RBC
530
Roble Belko & Company
Pennsylvania
$44K -$2.45K -8 -6%
HI
531
Harbour Investments
Wisconsin
$38.4K +$2.45K +8 +7%
HNB
532
Huntington National Bank
Ohio
$34.2K -$919 -3 -3%
FHC
533
First Horizon Corporation
Tennessee
$33.2K +$3.06K +10 +11%
WPA
534
Wealth Preservation Advisors
Tennessee
$33.2K +$31.2K +102 New
JWA
535
JFS Wealth Advisors
Pennsylvania
$32.5K
WA
536
WPG Advisers
Maryland
$31.9K +$3.98K +13 +15%
SHIM
537
Stone House Investment Management
Pennsylvania
$28.3K
VanEck Associates
538
VanEck Associates
New York
$25K +$23.3K +76 New
EB
539
Eastern Bank
Massachusetts
$23.8K -$14.7K -48 -40%
JWM
540
JPL Wealth Management
Colorado
$23.4K +$22.1K +72 New
TPWA
541
Twin Peaks Wealth Advisors
California
$22.8K +$21.4K +70 New
CFO
542
CVA Family Office
Colorado
$22.1K +$19.3K +63 +1,260%
CI
543
CX Institutional
Indiana
$22K +$12.3K +40 +138%
LSA
544
Leonteq Securities AG
Switzerland
$21.5K
KFAS
545
Keating Financial Advisory Services
Kansas
$21.5K +$7.35K +24 +57%
AWM
546
Activest Wealth Management
Florida
$21.5K +$19.6K +64 +3,200%
CB
547
CNB Bank
Pennsylvania
$20.8K
PWAM
548
Private Wealth Asset Management
Iowa
$20.8K
FFO
549
Fortitude Family Office
Arizona
$20.2K +$5.51K +18 +41%
WT
550
Whittier Trust
California
$19.3K