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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
CH
576
Cromwell Holdings
Wyoming
$3.9K
VWA
577
Valued Wealth Advisors
Utah
$3.9K +$1.23K +4 +50%
CPG
578
Cornerstone Planning Group
New Jersey
$3.75K +$1.84K +6 +100%
DPW
579
DiNuzzo Private Wealth
Pennsylvania
$3.58K +$613 +2 +22%
PTC
580
Private Trust Company
Ohio
$3.58K
BHWM
581
Bay Harbor Wealth Management
Maryland
$3.58K +$919 +3 +38%
MCM
582
MV Capital Management
Maryland
$3.25K
EC
583
Elequin Capital
New York
$3.25K +$306 +1 +11%
TFIPS
584
Towarzystwo Funduszy Inwestycyjnych PZU SA
$3.25K +$3.06K +10 New
II
585
Inspire Investing
Idaho
$3.21K +$306 +1 +11%
BIA
586
Bell Investment Advisors
California
$2.6K
NSIM
587
North Star Investment Management
Illinois
$2.6K
CFM
588
Cornerstone Financial Management
Massachusetts
$2.6K +$613 +2 +33%
BBHC
589
Brown Brothers Harriman & Co
New York
$2.28K
AF
590
Advisornet Financial
Minnesota
$2.28K +$613 +2 +40%
MAM
591
Marquette Asset Management
Minnesota
$2.28K +$2.14K +7 New
DF
592
Dunhill Financial
United Kingdom
$2.28K +$2.14K +7 New
AFG
593
Albion Financial Group
Utah
$1.95K
JFGIW
594
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.95K
EWP
595
Elevation Wealth Partners
California
$1.95K +$1.84K +6 New
PWA
596
Physician Wealth Advisors
Utah
$1.95K +$1.84K +6 New
LWM
597
Lodestone Wealth Management
Washington
$1.95K
BWL
598
Bogart Wealth LLC
Virginia
$1.95K +$1.23K +4 +200%
CFD
599
Creative Financial Designs
Indiana
$1.63K
RWM
600
Rialto Wealth Management
New York
$1.63K +$306 +1 +25%