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Symbotic

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
Name Holding Trade Value Shares
Change
Shares
Change %
UBS AM
51
UBS AM
Illinois
$1.72M +$224K +11,098 +15%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$1.71M +$383K +18,967 +29%
Twin Tree Management
53
Twin Tree Management
Texas
$1.67M -$1.48M -73,320 -47%
Swiss National Bank
54
Swiss National Bank
Switzerland
$1.67M +$14.1K +700 +0.9%
TFCM
55
Taylor Frigon Capital Management
Arizona
$1.66M -$24.4K -1,209 -1%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$1.61M +$431K +21,304 +37%
Verition Fund Management
57
Verition Fund Management
Connecticut
$1.57M +$1.19M +58,680 +306%
SEI Investments
58
SEI Investments
Pennsylvania
$1.52M +$343K +16,948 +29%
FM
59
Freemont Management
Switzerland
$1.48M +$1.48M +73,200 New
Balyasny Asset Management
60
Balyasny Asset Management
Illinois
$1.4M +$674K +33,373 +93%
LPL Financial
61
LPL Financial
California
$1.39M +$513K +25,364 +59%
Amundi
62
Amundi
France
$1.32M +$456K +24,993 +53%
Wolverine Trading
63
Wolverine Trading
Illinois
$1.25M +$1.25M +62,093 New
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$1.25M +$749K +37,053 +150%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$1.22M +$322K +15,947 +36%
Dimensional Fund Advisors
66
Dimensional Fund Advisors
Texas
$1.19M +$184K +9,124 +18%
1WA
67
180 Wealth Advisors
Washington
$1.08M +$303K +14,999 +39%
TCM
68
Tanaka Capital Management
New York
$1.08M -$390K -19,312 -27%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$1.02M +$36.6K +1,814 +4%
LCWP
70
Legacy Capital Wealth Partners
Arkansas
$993K
CMS
71
Capital Market Strategies
Florida
$973K +$290K +14,357 +42%
DP
72
DDD Partners
Washington
$972K +$386K +19,091 +66%
LFS
73
Littlejohn Financial Services
Oregon
$909K +$241K +11,915 +36%
N
74
Natixis
France
$878K +$171K +8,444 +24%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$723K