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Burlington

567 hedge funds and large institutions have $19.7B invested in Burlington in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 213 increasing their positions, 197 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 52

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

15% more capital invested

Capital invested by funds: $17.2B → $19.7B (+$2.53B)

6% more funds holding

Funds holding: 536567 (+31)

1.31% more ownership

Funds ownership: 106.94%108.26% (+1.3%)

8% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 197

77% less call options, than puts

Call options by funds: $177M | Put options by funds: $765M

Holders
567
Holders Change
+31
Holders Change %
+5.78%
% of All Funds
6.9%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.13%
New
92
Increased
213
Reduced
197
Closed
52
Calls
$177M
Puts
$765M
Net Calls
-$589M
Net Calls Change
-$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
601
Advisory Services Network
Georgia
-$231K -907 Closed
Robeco Institutional Asset Management
602
Robeco Institutional Asset Management
Netherlands
-$224K -882 Closed
OIAM
603
OFI Invest Asset Management
France
-$122K -562 Closed
QL
604
Quarry LP
New York
-$139K -546 Closed
PS
605
Principal Securities
Iowa
-$47.8K -188 Closed
WANY
606
Wealthspire Advisors (New York)
New York
-$37.2K -146 Closed
MG
607
Mather Group
Illinois
-$36.4K -143 Closed
RA
608
Rise Advisors
New York
-$31.8K -125 Closed
JWM
609
JPL Wealth Management
Colorado
-$28.3K -111 Closed
CI Investments Inc
610
CI Investments Inc
Ontario, Canada
-$27K -105 Closed
GTAM
611
Global Trust Asset Management
Florida
-$25.4K -100 Closed
WBC
612
West Branch Capital
Massachusetts
-$9.93K -39 Closed
TIM
613
Tortoise Investment Management
New York
-$3.82K -15 Closed
TPCW
614
TD Private Client Wealth
New York
-$3.56K -14 Closed
CCM
615
Cloud Capital Management
Washington
-$3K -13 Closed
HWA
616
Heartwood Wealth Advisors
Virginia
-$2.8K -11 Closed
PG
617
Proffitt & Goodson
Tennessee
-$2.04K -8 Closed
BHWM
618
Beaird Harris Wealth Management
Texas
-$1.02K -4 Closed
PAM
619
Palisade Asset Management
Minnesota
-$764 -3 Closed