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Burlington

546 hedge funds and large institutions have $16.2B invested in Burlington in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 200 increasing their positions, 223 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

1.53% more ownership

Funds ownership: 105.8%107.33% (+1.5%)

4% less funds holding

Funds holding: 571546 (-25)

10% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 223

16% less capital invested

Capital invested by funds: $19.1B → $16.2B (-$2.98B)

20% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 81

40% less call options, than puts

Call options by funds: $341M | Put options by funds: $569M

Holders
546
Holders Change
-25
Holders Change %
-4.38%
% 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
0.21%
New
65
Increased
200
Reduced
223
Closed
81
Calls
$341M
Puts
$569M
Net Calls
-$228M
Net Calls Change
+$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
601
Chevy Chase Trust
Maryland
-$217K -761 Closed
GC
602
Guggenheim Capital
Illinois
-$211K -740 Closed
AWA
603
Aaron Wealth Advisors
Illinois
-$210K -737 Closed
OC
604
Oarsman Capital
Wisconsin
-$177K -622 Closed
HT
605
Headlands Technologies
Illinois
-$143K -503 Closed
PAS
606
Point72 Asia (Singapore)
Singapore
-$134K -469 Closed
N
607
Natixis
France
-$127K -445 Closed
RS
608
R Squared
Hong Kong
-$102K -357 Closed
Loomis, Sayles & Company
609
Loomis, Sayles & Company
Massachusetts
-$94K -330 Closed
VWM
610
Venturi Wealth Management
Texas
-$76.4K -268 Closed
GM
611
GeoWealth Management
Illinois
-$68.4K -240 Closed
VCM
612
Versant Capital Management
Arizona
-$62.4K -219 Closed
OP
613
ORG Partners
Indiana
-$46.2K -162 Closed
SWM
614
Spire Wealth Management
Virginia
-$39.1K -137 Closed
WT
615
Washington Trust
Rhode Island
-$25.7K -90 Closed
CAS
616
Coppell Advisory Solutions
Texas
-$23.4K -82 Closed
LFA
617
LGT Financial Advisors
Texas
-$13.1K -46 Closed
CT
618
Colonial Trust
South Carolina
-$10.5K -37 Closed
EC
619
Elequin Capital
New York
-$9.98K -35 Closed
AT
620
Avalon Trust
New Mexico
-$4.28K -15 Closed
BBHC
621
Brown Brothers Harriman & Co
New York
-$3.99K -14 Closed
FC
622
Family CFO
California
-$2.85K -10 Closed
SS
623
SBI Securities
Japan
-$2.85K -10 Closed
HI
624
Horizon Investments
North Carolina
-$2.28K -8 Closed
RS
625
Rakuten Securities
Japan
-$1.14K -4 Closed