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Symbotic

128 hedge funds and large institutions have $1.84B invested in Symbotic in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
128
Holders Change
+48
Holders Change %
+60%
% of All Funds
2.02%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
57
Increased
39
Reduced
23
Closed
8
Calls
$20.4M
Puts
$33M
Net Calls
-$12.6M
Net Calls Change
-$12.3M
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$450K 10,500 +10,500 New
HighTower Advisors
77
HighTower Advisors
Illinois
$428K 10,013 +95 +1%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$420K 9,807 +8,295 +549%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$408K 9,523 +9,523 New
RA
80
Royce & Associates
New York
$407K 9,500 -32,000 -77%
MML Investors Services
81
MML Investors Services
Massachusetts
$366K 8,552 +8,552 New
Janus Henderson Group
82
Janus Henderson Group
United Kingdom
$350K 8,176 +8,176 New
SRAM
83
Spouting Rock Asset Management
Pennsylvania
$326K 7,616 +7,616 New
AAS
84
Avantax Advisory Services
Texas
$322K 7,517 +7,517 New
VF
85
Virtu Financial
New York
$318K 7,438 +7,438 New
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$317K 7,406 +7,406 New
Two Sigma Investments
87
Two Sigma Investments
New York
$317K 7,400 +7,400 New
Charles Schwab
88
Charles Schwab
California
$273K 6,367 +6,367 New
PFO
89
Pathstone Family Office
New Jersey
$257K 6,000 +6,000 New
Goldman Sachs
90
Goldman Sachs
New York
$246K 5,746 -16,085 -74%
LCS
91
Levin Capital Strategies
New York
$235K 5,500 +5,500 New
CL
92
CIM LLC
New York
$235K 5,500 +5,500 New
SIG
93
Stonegate Investment Group
Alabama
$223K 5,200 +5,200 New
Wolverine Trading
94
Wolverine Trading
Illinois
$220K 5,306 +5,306 New
TDC
95
Thompson Davis & Co
Virginia
$216K 5,050 +5,050 New
SBH
96
Segall Bryant & Hamill
Illinois
$214K 5,000 +5,000 New
WJA
97
Willis Johnson & Associates
Texas
$214K 5,000 +5,000 New
Group One Trading
98
Group One Trading
Illinois
$205K 4,781 -2,751 -37%
AAG
99
Armstrong Advisory Group
Massachusetts
$199K 4,647 -1,125 -19%
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$192K 4,475 +4,475 New