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Symbotic
SYM

Overview Fund Activity

219 hedge funds and large institutions have $2.09B invested in Symbotic in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 40 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
–
Holders Change %
0%
% of All Funds
2.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
48
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 %
First Trust Advisors
26
First Trust Advisors
Illinois
$7.05M -$170K -8,417 -2%
Mitsubishi UFJ Trust & Banking
27
Mitsubishi UFJ Trust & Banking
Japan
$6.89M -$309K -15,310 -4%
State Street
28
State Street
Massachusetts
$6.33M +$163K +8,047 +3%
Capital Fund Management (CFM)
29
Capital Fund Management (CFM)
France
$5.13M +$150K +7,438 +3%
Canada Pension Plan Investment Board
30
Canada Pension Plan Investment Board
Ontario, Canada
$4.97M +$4.97M +245,800 New
Charles Schwab
31
Charles Schwab
California
$4.68M +$9.24K +457 +0.2%
Invesco
32
Invesco
Georgia
$4.62M -$10.1M -499,511 -69%
CSS
33
Cubist Systematic Strategies
Connecticut
$4.59M +$4.59M +227,097 New
Goldman Sachs
34
Goldman Sachs
New York
$4.41M +$694K +34,326 +19%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$4.25M +$4.25M +210,001 New
Ensign Peak Advisors
36
Ensign Peak Advisors
Utah
$4M +$2.84M +140,498 +244%
Citadel Advisors
37
Citadel Advisors
Florida
$3.03M -$3.64M -180,055 -55%
Wells Fargo
38
Wells Fargo
California
$2.93M +$432K +21,366 +17%
Two Sigma Investments
39
Two Sigma Investments
New York
$2.92M -$3.58M -177,197 -55%
RAM
40
Robocap Asset Management
United Kingdom
$2.83M +$1.67M +82,542 +143%
William Blair & Company
41
William Blair & Company
Illinois
$2.74M +$1.51M +74,707 +122%
PP
42
PDT Partners
New York
$2.44M +$1.48M +73,397 +154%
RFA
43
Register Financial Advisors
Georgia
$2.42M +$209K +10,350 +9%
ITFISA
44
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$2.31M +$1.6M +79,000 +224%
Citigroup
45
Citigroup
New York
$2.25M +$2.05M +101,592 +1,056%
Northern Trust
46
Northern Trust
Illinois
$2.22M -$5.64K -279 -0.3%
MCM
47
Marathon Capital Management
Maryland
$2.19M +$1.19M +58,755 +119%
Victory Capital Management
48
Victory Capital Management
Texas
$1.9M +$1.9M +94,077 New
BLAM
49
Bourne Lent Asset Management
New York
$1.79M +$23.2K +1,150 +1%
Osaic Holdings
50
Osaic Holdings
Arizona
$1.76M +$1.34M +66,290 +318%
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