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Symbotic

276 hedge funds and large institutions have $4B invested in Symbotic in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 68 increasing their positions, 65 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+57
Holders Change %
+26.03%
% of All Funds
3.7%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
95
Increased
68
Reduced
65
Closed
35
Calls
$144M
Puts
$92.8M
Net Calls
+$51.4M
Net Calls Change
+$45.1M
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
226
IMG Wealth Management
Florida
$9.29K
GWM
227
Geneos Wealth Management
Colorado
$7.93K -$7.93K -204 -50%
NC
228
NewSquare Capital
Pennsylvania
$7.77K
TCOV
229
Trust Company of Vermont
Vermont
$7.77K
EWM
230
Evolution Wealth Management
Florida
$7.77K +$7.77K +200 New
IA
231
IFS Advisors
Kansas
$7.07K
TWC
232
TD Waterhouse Canada
Ontario, Canada
$6.74K +$6.74K +170 New
CT
233
Clearstead Trust
Maine
$6.72K
HI
234
Harbour Investments
Wisconsin
$6.1K +$155 +4 +3%
WFA
235
West Financial Advisors
Iowa
$5.83K
FC
236
Fairscale Capital
New Hampshire
$5.45K
DWM
237
Darwin Wealth Management
Florida
$4.86K
RWM
238
Rialto Wealth Management
New York
$4.66K
BCMLT
239
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.39K
BTD
240
BankPlus Trust Department
Mississippi
$3.89K
MMCM
241
Murphy & Mullick Capital Management
New York
$3.89K
EB
242
Eastern Bank
Massachusetts
$3.89K
AAS
243
Ameritas Advisory Services
Nebraska
$3.89K +$3.89K +100 New
GWP
244
Gen-Wealth Partners
Michigan
$3.19K
CI Investments Inc
245
CI Investments Inc
Ontario, Canada
$3K -$122 -3 -4%
BWL
246
Bogart Wealth LLC
Virginia
$2.64K +$2.64K +68 New
TFA
247
Toth Financial Advisory
Virginia
$2.53K +$2.53K +65 New
MCM
248
MAI Capital Management
Ohio
$2.33K
FFO
249
Fortitude Family Office
Arizona
$2.06K +$2.06K +53 New
GWSG
250
GPS Wealth Strategies Group
Colorado
$1.94K