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Symbotic

211 hedge funds and large institutions have $2.14B invested in Symbotic in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 50 reducing their positions, and 66 closing their positions.

Holders
211
Holders Change
-26
Holders Change %
-10.97%
% of All Funds
3.05%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
41
Increased
83
Reduced
50
Closed
66
Calls
$71.7M
Puts
$184M
Net Calls
-$113M
Net Calls Change
-$143M
Name Market Value Shares Shares
Change
Shares
Change %
Verition Fund Management
76
Verition Fund Management
Connecticut
$808K 33,129 +8,362 +34%
LPL Financial
77
LPL Financial
California
$801K 32,826 -1,959 -6%
FDS
78
First Dallas Securities
Texas
$790K 32,400 +12,300 +61%
DP
79
DDD Partners
Washington
$765K 31,374 +31,374 New
SPIA
80
Steward Partners Investment Advisory
New York
$712K 29,188 +246 +0.8%
RPCONE
81
Retirement Planning Company of New England
Rhode Island
$700K 28,691 +9,140 +47%
EIM
82
Essex Investment Management
Massachusetts
$698K 28,608 +10,104 +55%
CC
83
Corton Capital
Ontario, Canada
$623K 25,540 +25,540 New
AA
84
AlphaCentric Advisors
Puerto Rico
$610K 25,000 +5,000 +25%
GCP
85
GSA Capital Partners
United Kingdom
$602K 24,681 +24,681 New
RA
86
Royce & Associates
New York
$573K 23,500
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$568K 23,289 -2,548 -10%
HighTower Advisors
88
HighTower Advisors
Illinois
$568K 23,338 +2,033 +10%
PA
89
Pinnacle Associates
New York
$525K 10,225 -5,890 -37%
BAM
90
Bosun Asset Management
Illinois
$501K 20,561 -5,090 -20%
1SB
91
1ST Source Bank
Indiana
$488K 20,000 +20,000 New
VIP
92
Vista Investment Partners
Oklahoma
$484K 19,843 -8,056 -29%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$476K 19,500 -12,432 -39%
PFS
94
Prospera Financial Services
Texas
$464K 19,018 +19,018 New
Jane Street
95
Jane Street
New York
$439K 17,988 -32,825 -65%
Janus Henderson Group
96
Janus Henderson Group
United Kingdom
$424K 17,400
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$414K 16,974 +1,096 +7%
WWM
98
Western Wealth Management
Colorado
$379K 15,550 -300 -2%
Mirae Asset Global Investments
99
Mirae Asset Global Investments
South Korea
$370K 14,513 -978 -6%
QC
100
Quent Capital
New York
$365K 14,300