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Symbotic

274 hedge funds and large institutions have $3.99B invested in Symbotic in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 68 increasing their positions, 65 reducing their positions, and 34 closing their positions.

Holders
274
Holders Change
+55
Holders Change %
+25.11%
% of All Funds
3.68%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
93
Increased
68
Reduced
65
Closed
34
Calls
$121M
Puts
$76.6M
Net Calls
+$44.6M
Net Calls Change
+$38.3M
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$955K 24,584 -428 -2%
Mitsubishi UFJ Asset Management
102
Mitsubishi UFJ Asset Management
Japan
$869K 22,369 +5,161 +30%
PFS
103
Prospera Financial Services
Texas
$861K 22,168 +22,168 New
Ameriprise
104
Ameriprise
Minnesota
$825K 21,245 -8,247 -28%
Russell Investments Group
105
Russell Investments Group
United Kingdom
$804K 20,698 +20,698 New
Polen Capital Management
106
Polen Capital Management
Florida
$777K 20,003 +20,003 New
SWM
107
Spire Wealth Management
Virginia
$754K 19,404 +5,808 +43%
BAM
108
Bosun Asset Management
Illinois
$729K 18,752 +18,752 New
Mirae Asset Global Investments
109
Mirae Asset Global Investments
South Korea
$719K 18,519 +1,271 +7%
Janus Henderson Group
110
Janus Henderson Group
United Kingdom
$677K 17,400
PA
111
Pinnacle Associates
New York
$671K 17,265
SSA
112
Schonfeld Strategic Advisors
New York
$642K 16,536 +16,536 New
AWA
113
Arkadios Wealth Advisors
Georgia
$574K 14,784 +14,784 New
SG Americas Securities
114
SG Americas Securities
New York
$568K 14,625 -19,361 -57%
FCM
115
Fieldview Capital Management
Michigan
$562K 14,475 -20,290 -58%
GG
116
Greenwood Gearhart
Arkansas
$552K 14,217
ASRS
117
Arizona State Retirement System
Arizona
$549K 14,141 +1,944 +16%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$549K 14,123 +5,282 +60%
BCM
119
Bayesian Capital Management
New York
$523K 13,453 +13,453 New
Wealth Enhancement Advisory Services
120
Wealth Enhancement Advisory Services
Minnesota
$512K 10,691 -2,594 -20%
IPW
121
Intergy Private Wealth
Colorado
$509K 13,094
NRD
122
Nebula Research & Development
New York
$501K 12,902 +12,902 New
KAS
123
Kestra Advisory Services
Texas
$474K 12,203 +12,203 New
CA
124
CoreCap Advisors
Michigan
$470K 12,085 +5,456 +82%
BCV
125
Banque Cantonale Vaudoise
Switzerland
$467K 12,028 -81 -0.7%