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Symbotic

273 hedge funds and large institutions have $3.99B invested in Symbotic in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 68 increasing their positions, 65 reducing their positions, and 35 closing their positions.

Holders
273
Holders Change
+54
Holders Change %
+24.66%
% of All Funds
3.67%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
93
Increased
68
Reduced
65
Closed
35
Calls
$121M
Puts
$76.6M
Net Calls
+$44.6M
Net Calls Change
+$38.3M
Name Market Value Shares Shares
Change
Shares
Change %
KWM
251
Kiker Wealth Management
Georgia
$1.44K 37
Pacer Advisors
252
Pacer Advisors
Pennsylvania
$1.36K 35 -33 -49%
GI
253
GAMMA Investing
California
$1.32K 34 -36 -51%
OWP
254
ORG Wealth Partners
Texas
$1.27K 32
AssetMark Inc
255
AssetMark Inc
California
$1.2K 31 +31 New
IRC
256
Investors Research Corp
Georgia
$1.17K 30 -10 -25%
KG
257
Kilter Group
New York
$1.13K 29 +29 New
RBC
258
Roble Belko & Company
Pennsylvania
$1K 36
FCG
259
Financial Connections Group
California
$1K 40 +40 New
SC
260
Stephens Consulting
Michigan
$972 25
BMC
261
Bear Mountain Capital
Washington
$936 17
RA
262
Rise Advisors
New York
$855 22 +22 New
CYG
263
Clean Yield Group
Vermont
$777 20
MYIA
264
Mount Yale Investment Advisors
Colorado
$777 20 +20 New
PMFA
265
Plante Moran Financial Advisors
Michigan
$660 17
RAM
266
Riggs Asset Management
Pennsylvania
$622 16 +16 New
AA
267
Addison Advisors
Vermont
$195 5
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$194 5 -35 -88%
LWMI
269
Legacy Wealth Management (Idaho)
Idaho
$117 3
TWD
270
True Wealth Design
Ohio
$117 3
LIS
271
Legacy Investment Solutions
Idaho
$117 3 +3 New
Canada Pension Plan Investment Board
272
Canada Pension Plan Investment Board
Ontario, Canada
-245,800 Closed
CSS
273
Cubist Systematic Strategies
Connecticut
-227,097 Closed
Citadel Advisors
274
Citadel Advisors
Florida
-149,869 Closed
Twin Tree Management
275
Twin Tree Management
Texas
-82,409 Closed