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Symbotic
SYM

Overview Fund Activity

218 hedge funds and large institutions have $2.09B invested in Symbotic in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 88 increasing their positions, 40 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
2.96%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
47
Increased
88
Reduced
40
Closed
41
Calls
$64.4M
Puts
$58.1M
Net Calls
+$6.29M
Net Calls Change
+$30M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.1M
2
Millennium Management
Millennium Management
New York
+$8.38M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$6.97M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$4.97M
5
CSS
Cubist Systematic Strategies
Connecticut
+$4.59M

Top Sellers

1
Invesco
Invesco
Georgia
-$10.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$8.02M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$6M
4
HCM
Hodges Capital Management
Texas
-$5.24M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$5.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
226
Susquehanna Fundamental Investments
Pennsylvania
– -$1.05M -44,432 Closed
VF
227
Virtu Financial
New York
– -$851K -35,889 Closed
A
228
Allianz
Germany
– -$854K -35,072 Closed
HSBC Holdings
229
HSBC Holdings
United Kingdom
– -$601K -25,074 Closed
AIMCA
230
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$586K -24,700 Closed
TC
231
TwinBeech Capital
New York
– -$480K -20,256 Closed
CWM
232
Congress Wealth Management
Massachusetts
– -$356K -15,000 Closed
Susquehanna International Group
233
Susquehanna International Group
Pennsylvania
– -$345K -14,545 Closed
GCP
234
GSA Capital Partners
United Kingdom
– -$267K -11,242 Closed
SRL
235
Scientech Research LLC
New Jersey
– -$243K -10,244 Closed
BC
236
Bridgefront Capital
Texas
– -$238K -10,032 Closed
BAM
237
Bosun Asset Management
Illinois
– -$227K -9,561 Closed
RP
238
Riverbridge Partners
Minnesota
– -$220K -9,296 Closed
BCM
239
Bayesian Capital Management
New York
– -$218K -9,200 Closed
Stifel Financial
240
Stifel Financial
Missouri
– -$212K -8,947 Closed
CAPTRUST Financial Advisors
241
CAPTRUST Financial Advisors
North Carolina
– -$208K -8,776 Closed
GSF
242
Grove Street Fiduciary
New Hampshire
– -$200K -8,445 Closed
AGWCA
243
Annis Gardner Whiting Capital Advisors
Florida
– -$116K -4,900 Closed
CP
244
Castleview Partners
Texas
– -$37.1K -1,500 Closed
ACM
245
Aster Capital Management
United Arab Emirates
– -$22K -927 Closed
RA
246
RiverPark Advisors
New York
– -$12.9K -544 Closed
OP
247
ORG Partners
Indiana
– -$11.4K -479 Closed
RAM
248
Ramirez Asset Management
New York
– -$9.48K -400 Closed
NWWA
249
New Wave Wealth Advisors
Arkansas
– -$5.34K -225 Closed
RS
250
R Squared
Hong Kong
– -$2.85K -120 Closed
7 8 9
10
11