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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
BHWM
576
Bay Harbor Wealth Management
Maryland
$3.58K
MCM
577
MV Capital Management
Maryland
$3.25K
EC
578
Elequin Capital
New York
$3.25K
TFIPS
579
Towarzystwo Funduszy Inwestycyjnych PZU SA
$3.25K
II
580
Inspire Investing
Idaho
$3.21K
BIA
581
Bell Investment Advisors
California
$2.6K
NSIM
582
North Star Investment Management
Illinois
$2.6K
CFM
583
Cornerstone Financial Management
Massachusetts
$2.6K
BBHC
584
Brown Brothers Harriman & Co
New York
$2.28K
AF
585
Advisornet Financial
Minnesota
$2.28K
MAM
586
Marquette Asset Management
Minnesota
$2.28K
DF
587
Dunhill Financial
United Kingdom
$2.28K
AFG
588
Albion Financial Group
Utah
$1.95K
JFGIW
589
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.95K
EWP
590
Elevation Wealth Partners
California
$1.95K
PWA
591
Physician Wealth Advisors
Utah
$1.95K
LWM
592
Lodestone Wealth Management
Washington
$1.95K
BWL
593
Bogart Wealth LLC
Virginia
$1.95K
CFD
594
Creative Financial Designs
Indiana
$1.63K
RWM
595
Rialto Wealth Management
New York
$1.63K
HPC
596
HM Payson & Co
Maine
$1.3K
IWS
597
Intentional Wealth Strategies
Colorado
$1.3K
VWM
598
Vermillion Wealth Management
Minnesota
$1.3K
SWM
599
SHP Wealth Management
Massachusetts
$1.3K
AW
600
Avion Wealth
Texas
$1K