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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 %
AWS
76
Atria Wealth Solutions
New York
$716K +$716K +35,410 New
AAM
77
Advisors Asset Management
Colorado
$713K +$191K +9,459 +37%
FCM
78
Fieldview Capital Management
Michigan
$703K +$703K +34,765 New
Walleye Capital
79
Walleye Capital
New York
$690K +$253K +12,515 +58%
SG Americas Securities
80
SG Americas Securities
New York
$687K +$210K +10,401 +44%
HighTower Advisors
81
HighTower Advisors
Illinois
$686K +$153K +7,584 +29%
RPCONE
82
Retirement Planning Company of New England
Rhode Island
$648K +$95.6K +4,731 +17%
SPIA
83
Steward Partners Investment Advisory
New York
$629K +$55.1K +2,725 +10%
EGM
84
Engineers Gate Manager
New York
$614K +$176K +8,710 +40%
Ameriprise
85
Ameriprise
Minnesota
$596K -$251K -12,438 -30%
AWS
86
Arkfeld Wealth Strategies
Nebraska
$590K +$590K +27,593 New
MMEA
87
Main Management ETF Advisors
California
$583K -$252K -12,456 -30%
SI
88
Symmetry Investments
Jersey
$576K +$576K +28,495 New
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$505K +$155K +7,663 +44%
Simplex Trading
90
Simplex Trading
Illinois
$497K +$497K +24,628 New
Comerica Bank
91
Comerica Bank
Texas
$481K +$280K +13,865 +140%
IEFM
92
IQ EQ Fund Management
Ireland
$468K +$468K +23,158 New
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$447K +$72.3K +3,576 +19%
M&T Bank
94
M&T Bank
New York
$420K +$54K +2,673 +15%
Janus Henderson Group
95
Janus Henderson Group
United Kingdom
$351K -$3.27M -162,116 -90%
PA
96
Pinnacle Associates
New York
$349K +$349K +17,265 New
Marshall Wace
97
Marshall Wace
United Kingdom
$349K +$349K +17,261 New
Mitsubishi UFJ Asset Management
98
Mitsubishi UFJ Asset Management
Japan
$348K +$15.3K +757 +5%
Mirae Asset Global Investments
99
Mirae Asset Global Investments
South Korea
$348K +$61K +3,024 +21%
XT
100
XTX Topco
Cayman Islands
$324K +$324K +16,010 New