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Burlington
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Overview Fund Activity

496 hedge funds and large institutions have $16.2B invested in Burlington in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 214 increasing their positions, 186 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
-43
Holders Change %
-7.98%
% of All Funds
6.65%
Holding in Top 10
5
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-68.75%
% of All Funds
0.07%
New
47
Increased
214
Reduced
186
Closed
82
Calls
$238M
Puts
$592M
Net Calls
-$354M
Net Calls Change
-$126M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$674M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$259M
3
VNIM
Vaughan Nelson Investment Management
Texas
+$64.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$62.3M
5
ACM
Anomaly Capital Management
New York
+$59M

Top Sellers

1
Holocene Advisors
Holocene Advisors
New York
-$166M
2
Invesco
Invesco
Georgia
-$115M
3
SC
Samlyn Capital
New York
-$79.7M
4
SCM
Steadfast Capital Management
New York
-$79.2M
5
Ameriprise
Ameriprise
Minnesota
-$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
551
Harvest Fund Management
China
– -$154K -645 Closed
FDW
552
Fourth Dimension Wealth
Ohio
– -$120K -505 Closed
JFGIW
553
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$70.3K -295 Closed
SOW
554
State of Wyoming
Wyoming
– -$45K -189 Closed
MG
555
Mather Group
Illinois
– -$40.3K -169 Closed
SFG
556
Stonebridge Financial Group
Pennsylvania
– -$27.2K -114 Closed
RTC
557
Riverview Trust Company
Washington
– -$24.5K -103 Closed
CIM
558
Contravisory Investment Management
Massachusetts
– -$17.2K -72 Closed
BOJHT
559
Bank of Jackson Hole Trust
Wyoming
– -$12K -48 Closed
WF
560
Wayfinding Financial
Washington
– -$11K -48 Closed
GFPC
561
Global Financial Private Client
Florida
– -$7.39K -31 Closed
MIFH
562
Migdal Insurance & Financial Holdings
Israel
– -$7K -29 Closed
SCB
563
Saudi Central Bank
Saudi Arabia
– -$5.96K -25 Closed
T
564
Transce3nd
Texas
– -$5.72K -24 Closed
WB
565
Webster Bank
Connecticut
– -$5.72K -24 Closed
ST
566
Smithfield Trust
Pennsylvania
– -$5K -20 Closed
NWM
567
Nova Wealth Management
Florida
– -$4.53K -19 Closed
AWM
568
Activest Wealth Management
Florida
– -$2.86K -12 Closed
WPA
569
West Paces Advisors
Georgia
– -$2.86K -12 Closed
TC
570
Trust Company
Kansas
– -$2.62K -11 Closed
QC
571
Quent Capital
New York
– -$2.38K -10 Closed
FCAS
572
First Command Advisory Services
Texas
– -$1.67K -7 Closed
CA
573
Continuum Advisory
Idaho
– -$1.67K -7 Closed
BCM
574
Blume Capital Management
California
– -$954 -4 Closed
MAS
575
MPWM Advisory Solutions
Georgia
– -$477 -2 Closed
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