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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
BWL
551
Bogart Wealth LLC
Virginia
$578
CIAS
552
CBIZ Investment Advisory Services
Ohio
$578
SWM
553
Spire Wealth Management
Virginia
$578
AWM
554
Activest Wealth Management
Florida
$578 +$271 +1 +100%
PWA
555
Principia Wealth Advisory
Texas
$578 +$271 +1 +100%
TFA
556
Transamerica Financial Advisors
Florida
$578 +$271 +1 +100%
OC
557
Optima Capital
Oregon
$578 +$543 +2 New
PMFA
558
Plante Moran Financial Advisors
Michigan
$578 +$543 +2 New
CA
559
CoreCap Advisors
Michigan
$289
DCM
560
Davis Capital Management
Florida
$289
SA
561
Seneschal Advisors
Washington
$289
TFM
562
TFC Financial Management
Massachusetts
$289
WW
563
Winnow Wealth
Texas
$289
ACA
564
American Capital Advisory
Idaho
$289 +$271 +1 New
AG
565
AmeriFlex Group
Nevada
$289 +$271 +1 New
CFB
566
Cullen/Frost Bankers
Texas
$289 +$271 +1 New
SWM
567
SHP Wealth Management
Massachusetts
$289 +$271 +1 New
SC
568
Samlyn Capital
New York
-$141M -555,717 Closed
JCM
569
Junto Capital Management
New York
-$128M -503,080 Closed
IMC Chicago
570
IMC Chicago
Illinois
-$45.4M -167,326 Closed
MGCM
571
Mane Global Capital Management
New York
-$33.8M -132,969 Closed
Zurich Cantonal Bank
572
Zurich Cantonal Bank
Switzerland
-$22.3M -82,146 Closed
O
573
Ossiam
France
-$6.21M -24,385 Closed
EP
574
Edgestream Partners
New Jersey
-$5.79M -22,756 Closed
YIH
575
Y-Intercept (HK)
Hong Kong
-$4.22M -16,591 Closed