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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 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

27% more funds holding

Funds holding: 218276 (+58)

5% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 65

1.45% less ownership

Funds ownership: 95.85%94.4% (-1.5%)

Holders
276
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$144M
Puts
$92.8M
Net Calls
Net Calls Change

Top Sellers

1 -$23.1M
2 -$19.1M
3 -$16.4M
4
Millennium Management
Millennium Management
New York
-$12.1M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
251
AmeriFlex Group
Nevada
$1.64K
VCM
252
Versant Capital Management
Arizona
$1.55K
CW
253
Curio Wealth
Maryland
$1.55K
KWM
254
Kiker Wealth Management
Georgia
$1.44K
Pacer Advisors
255
Pacer Advisors
Pennsylvania
$1.36K
GI
256
GAMMA Investing
California
$1.32K
OWP
257
ORG Wealth Partners
Texas
$1.27K
AssetMark Inc
258
AssetMark Inc
California
$1.2K
IRC
259
Investors Research Corp
Georgia
$1.17K
KG
260
Kilter Group
New York
$1.13K
RBC
261
Roble Belko & Company
Pennsylvania
$1K
FCG
262
Financial Connections Group
California
$1K
SC
263
Stephens Consulting
Michigan
$972
BMC
264
Bear Mountain Capital
Washington
$936
RA
265
Rise Advisors
New York
$855
CYG
266
Clean Yield Group
Vermont
$777
MYIA
267
Mount Yale Investment Advisors
Colorado
$777
PMFA
268
Plante Moran Financial Advisors
Michigan
$660
RAM
269
Riggs Asset Management
Pennsylvania
$622
AA
270
Addison Advisors
Vermont
$195
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$194
LWMI
272
Legacy Wealth Management (Idaho)
Idaho
$117
TWD
273
True Wealth Design
Ohio
$117
LIS
274
Legacy Investment Solutions
Idaho
$117
Canada Pension Plan Investment Board
275
Canada Pension Plan Investment Board
Ontario, Canada