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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
HPC
601
HM Payson & Co
Maine
$1.3K
IWS
602
Intentional Wealth Strategies
Colorado
$1.3K +$1.23K +4 New
VWM
603
Vermillion Wealth Management
Minnesota
$1.3K +$1.23K +4 New
SWM
604
SHP Wealth Management
Massachusetts
$1.3K +$919 +3 +300%
AW
605
Avion Wealth
Texas
$1K
SC
606
SouthState Corp
Florida
$977 -$4.59K -15 -83%
CTC
607
Central Trust Company
Missouri
$977 -$613 -2 -40%
1CP
608
1015 Capital Partners
Pennsylvania
$976
HIA
609
HFM Investment Advisors
New Jersey
$976
NRG
610
Nemes Rush Group
Michigan
$976
TFA
611
Transamerica Financial Advisors
Florida
$976 +$306 +1 +50%
HFS
612
Hughes Financial Services
Virginia
$976 +$919 +3 New
SWM
613
Spire Wealth Management
Virginia
$651
ACA
614
American Capital Advisory
Idaho
$651 +$306 +1 +100%
CA
615
CoreCap Advisors
Michigan
$651 +$306 +1 +100%
CCWM
616
Cassaday & Co Wealth Management
Virginia
$651 +$613 +2 New
SA
617
Seneschal Advisors
Washington
$326
TFM
618
TFC Financial Management
Massachusetts
$326
FC
619
Financial Consulate
Maryland
$326 +$306 +1 New
PWMG
620
Prestige Wealth Management Group
New Jersey
$326 +$306 +1 New
DCM
621
Davis Capital Management
Florida
$325
CW
622
Curio Wealth
Maryland
$325 +$306 +1 New
FMP
623
Financial Management Professionals
Texas
$325 +$306 +1 New
GBT
624
Grove Bank & Trust
Florida
$325 +$306 +1 New
Norges Bank
625
Norges Bank
Norway
-$225M -778,850 Closed