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Burlington

539 hedge funds and large institutions have $16B invested in Burlington in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 196 increasing their positions, 219 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
-27
Holders Change %
-4.77%
% of All Funds
7.32%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.22%
New
66
Increased
196
Reduced
219
Closed
81
Calls
$341M
Puts
$569M
Net Calls
-$228M
Net Calls Change
+$37.6M
Name Holding Trade Value Shares
Change
Shares
Change %
RS
601
R Squared
Hong Kong
-$102K -357 Closed
Loomis, Sayles & Company
602
Loomis, Sayles & Company
Massachusetts
-$94K -330 Closed
VWM
603
Venturi Wealth Management
Texas
-$76.4K -268 Closed
GM
604
GeoWealth Management
Illinois
-$68.4K -240 Closed
VCM
605
Versant Capital Management
Arizona
-$62.4K -219 Closed
OP
606
ORG Partners
Indiana
-$46.2K -162 Closed
SWM
607
Spire Wealth Management
Virginia
-$39.1K -137 Closed
WT
608
Washington Trust
Rhode Island
-$25.7K -90 Closed
CAS
609
Coppell Advisory Solutions
Texas
-$23.4K -82 Closed
LFA
610
LGT Financial Advisors
Texas
-$13.1K -46 Closed
CT
611
Colonial Trust
South Carolina
-$10.5K -37 Closed
EC
612
Elequin Capital
New York
-$9.98K -35 Closed
AT
613
Avalon Trust
New Mexico
-$4.28K -15 Closed
BBHC
614
Brown Brothers Harriman & Co
New York
-$3.99K -14 Closed
FC
615
Family CFO
California
-$2.85K -10 Closed
SS
616
SBI Securities
Japan
-$2.85K -10 Closed
HI
617
Horizon Investments
North Carolina
-$2.28K -8 Closed
RS
618
Rakuten Securities
Japan
-$1.14K -4 Closed
CFGS
619
Concourse Financial Group Securities
Alabama
-$577 -2 Closed
HWA
620
HHM Wealth Advisors
Tennessee
-$286 -1 Closed