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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
BFS
551
Bare Financial Services
Pennsylvania
$13.3K
IAAG
552
Innovative Asset Advisors Group
Connecticut
$13.3K
GSWM
553
Golden State Wealth Management
California
$11.7K
C
554
Covestor
United Kingdom
$11K
MAM
555
Meeder Asset Management
Ohio
$10.4K
FFA
556
Frazier Financial Advisors
Ohio
$9.44K
MCM
557
Manchester Capital Management
Vermont
$8.46K
CTB
558
Country Trust Bank
Illinois
$8.13K
SL
559
Salomon & Ludwin
Virginia
$7.56K
KAS
560
Kemnay Advisory Services
New York
$7.48K
WA
561
Whipplewood Advisors
Colorado
$6.51K
AA
562
Ancora Advisors
Ohio
$6.18K
CAL
563
Capital Advisors Ltd
Ohio
$6K
LI
564
LRI Investments
Florida
$5.86K
PWPS
565
Pinnacle Wealth Planning Services
Ohio
$5.86K
CBT
566
Crews Bank & Trust
Florida
$5.86K
WTC
567
WhitTier Trust Company
Nevada
$4.73K
RWM
568
RMG Wealth Management
Wisconsin
$4.67K
S
569
Sachetta
Massachusetts
$4.56K
SS
570
Sunbelt Securities
Texas
$4.55K
CH
571
Cromwell Holdings
Wyoming
$3.9K
VWA
572
Valued Wealth Advisors
Utah
$3.9K
CPG
573
Cornerstone Planning Group
New Jersey
$3.75K
DPW
574
DiNuzzo Private Wealth
Pennsylvania
$3.58K
PTC
575
Private Trust Company
Ohio
$3.58K