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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
KFP
551
Kerr Financial Planning
California
$19.1K
QC
552
Quent Capital
New York
$18.9K +$4.29K +14 +32%
FMII
553
Farmers & Merchants Investments Inc
Nebraska
$18.2K
OCWP
554
Owl Creek Wealth Partners
Colorado
$16.3K +$15.3K +50 New
RF
555
Rossby Financial
Florida
$16.2K +$11.9K +39 +390%
BFS
556
Bare Financial Services
Pennsylvania
$13.3K +$2.14K +7 +21%
IAAG
557
Innovative Asset Advisors Group
Connecticut
$13.3K +$12.6K +41 New
GSWM
558
Golden State Wealth Management
California
$11.7K
C
559
Covestor
United Kingdom
$11K -$7.96K -26 -43%
MAM
560
Meeder Asset Management
Ohio
$10.4K -$127K -415 -93%
FFA
561
Frazier Financial Advisors
Ohio
$9.44K
MCM
562
Manchester Capital Management
Vermont
$8.46K
CTB
563
Country Trust Bank
Illinois
$8.13K
SL
564
Salomon & Ludwin
Virginia
$7.56K
KAS
565
Kemnay Advisory Services
New York
$7.48K +$7.04K +23 New
WA
566
Whipplewood Advisors
Colorado
$6.51K +$6.13K +20 New
AA
567
Ancora Advisors
Ohio
$6.18K +$5.82K +19 New
CAL
568
Capital Advisors Ltd
Ohio
$6K -$306 -1 -5%
LI
569
LRI Investments
Florida
$5.86K -$61.3K -200 -92%
PWPS
570
Pinnacle Wealth Planning Services
Ohio
$5.86K +$1.23K +4 +29%
CBT
571
Crews Bank & Trust
Florida
$5.86K +$5.51K +18 New
WTC
572
WhitTier Trust Company
Nevada
$4.73K
RWM
573
RMG Wealth Management
Wisconsin
$4.67K +$4.9K +16 New
S
574
Sachetta
Massachusetts
$4.56K -$919 -3 -18%
SS
575
Sunbelt Securities
Texas
$4.55K +$1.84K +6 +75%