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Symbotic
SYM

Overview Fund Activity

219 hedge funds and large institutions have $2.43B invested in Symbotic in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 49 closing their positions.

Holders
219
Holders Change
+8
Holders Change %
+3.79%
% of All Funds
2.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
61
Increased
58
Reduced
62
Closed
49
Calls
$67.6M
Puts
$91.3M
Net Calls
-$23.7M
Net Calls Change
+$88.9M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$118M
2
UBS Group
2
UBS Group
Switzerland
$23.2M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$10.7M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$6.17M
5
HRCM
5
Hood River Capital Management
Florida
$5.7M

Top Sellers

1
Voloridge Investment Management
1
Voloridge Investment Management
Florida
$0
2
FCM
2
Frontier Capital Management
Massachusetts
$14.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.37M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$855K
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
51
Tanaka Capital Management
New York
$1.72M 72,688 +29,596 +69%
HAIM
52
Hunter Associates Investment Management
Pennsylvania
$1.6M 67,413 +4,320 +7%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$1.56M 65,889 -28,473 -30%
SA
54
Sanctuary Advisors
Indiana
$1.45M 48,692 +6,495 +15%
William Blair & Company
55
William Blair & Company
Illinois
$1.45M 61,091 -1,375 -2%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$1.38M 58,340 -12,950 -18%
SEI Investments
57
SEI Investments
Pennsylvania
$1.38M 58,335 +58,335 New
RAM
58
Robocap Asset Management
United Kingdom
$1.37M 57,680 +57,680 New
Ensign Peak Advisors
59
Ensign Peak Advisors
Utah
$1.36M 57,507 -149,983 -72%
HT
60
Headlands Technologies
Illinois
$1.26M 53,032 +53,032 New
Amundi
61
Amundi
France
$1.25M 47,199 +10,895 +30%
Dimensional Fund Advisors
62
Dimensional Fund Advisors
Texas
$1.18M 49,781 -11,404 -19%
MCM
63
Marathon Capital Management
Maryland
$1.18M 49,580 +9,850 +25%
LCWP
64
Legacy Capital Wealth Partners
Arkansas
$1.16M 49,114 – –
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$1.15M 48,672 +619 +1%
PP
66
PDT Partners
New York
$1.13M 47,540 +47,540 New
NCGI
67
Next Century Growth Investors
Minnesota
$1.08M 45,582 -107,343 -70%
Bank of New York Mellon
68
Bank of New York Mellon
New York
$1.06M 44,607 -18,411 -29%
BIP
69
Bouvel Investment Partners
Pennsylvania
$1.06M 44,539 +44,539 New
SFI
70
Susquehanna Fundamental Investments
Pennsylvania
$1.05M 44,432 +44,432 New
LPL Financial
71
LPL Financial
California
$1.02M 43,167 +10,341 +32%
Ameriprise
72
Ameriprise
Minnesota
$994K 41,930 -57,932 -58%
MMEA
73
Main Management ETF Advisors
California
$979K 41,296 -3,712 -8%
1WA
74
180 Wealth Advisors
Washington
$916K 38,621 +2,063 +6%
ITFISA
75
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$859K 35,255 -146,968 -81%
1 2
3
4 5