BURL icon

Burlington

619 hedge funds and large institutions have $20.9B invested in Burlington in 2026 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 243 increasing their positions, 173 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

6% more capital invested

Capital invested by funds: $19.7B → $20.9B (+$1.26B)

5.07% less ownership

Funds ownership: 108.25%103.18% (-5.1%)

85% less call options, than puts

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

Holders
619
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$110M
Puts
$713M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
526
Huntington National Bank
Ohio
$34.2K
FHC
527
First Horizon Corporation
Tennessee
$33.2K
WPA
528
Wealth Preservation Advisors
Tennessee
$33.2K
JWA
529
JFS Wealth Advisors
Pennsylvania
$32.5K
WA
530
WPG Advisers
Maryland
$31.9K
SHIM
531
Stone House Investment Management
Pennsylvania
$28.3K
VanEck Associates
532
VanEck Associates
New York
$25K
EB
533
Eastern Bank
Massachusetts
$23.8K
JWM
534
JPL Wealth Management
Colorado
$23.4K
WWM
535
Western Wealth Management
Colorado
$22.8K
TPWA
536
Twin Peaks Wealth Advisors
California
$22.8K
CFO
537
CVA Family Office
Colorado
$22.1K
CI
538
CX Institutional
Indiana
$22K
LSA
539
Leonteq Securities AG
Switzerland
$21.5K
KFAS
540
Keating Financial Advisory Services
Kansas
$21.5K
AWM
541
Activest Wealth Management
Florida
$21.5K
CB
542
CNB Bank
Pennsylvania
$20.8K
PWAM
543
Private Wealth Asset Management
Iowa
$20.8K
FFO
544
Fortitude Family Office
Arizona
$20.2K
WT
545
Whittier Trust
California
$19.3K
KFP
546
Kerr Financial Planning
California
$19.1K
QC
547
Quent Capital
New York
$18.9K
FMII
548
Farmers & Merchants Investments Inc
Nebraska
$18.2K
OCWP
549
Owl Creek Wealth Partners
Colorado
$16.3K
RF
550
Rossby Financial
Florida
$16.2K