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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

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 (+$1.27B)

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
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
HPC
601
HM Payson & Co
Maine
$1.3K
IWS
602
Intentional Wealth Strategies
Colorado
$1.3K
VWM
603
Vermillion Wealth Management
Minnesota
$1.3K
SWM
604
SHP Wealth Management
Massachusetts
$1.3K
AW
605
Avion Wealth
Texas
$1K
SC
606
SouthState Corp
Florida
$977
CTC
607
Central Trust Company
Missouri
$977
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
HFS
612
Hughes Financial Services
Virginia
$976
SWM
613
Spire Wealth Management
Virginia
$651
ACA
614
American Capital Advisory
Idaho
$651
CA
615
CoreCap Advisors
Michigan
$651
CCWM
616
Cassaday & Co Wealth Management
Virginia
$651
SA
617
Seneschal Advisors
Washington
$326
TFM
618
TFC Financial Management
Massachusetts
$326
FC
619
Financial Consulate
Maryland
$326
PWMG
620
Prestige Wealth Management Group
New Jersey
$326
DCM
621
Davis Capital Management
Florida
$325
CW
622
Curio Wealth
Maryland
$325
FMP
623
Financial Management Professionals
Texas
$325
GBT
624
Grove Bank & Trust
Florida
$325
Norges Bank
625
Norges Bank
Norway