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Symbotic

151 hedge funds and large institutions have $2.05B invested in Symbotic in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 58 increasing their positions, 31 reducing their positions, and 23 closing their positions.

Holders
151
Holders Change
+23
Holders Change %
+17.97%
% of All Funds
2.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
46
Increased
58
Reduced
31
Closed
23
Calls
$19.3M
Puts
$18.7M
Net Calls
+$546K
Net Calls Change
+$13.1M
Name Market Value Shares Shares
Change
Shares
Change %
Barclays
101
Barclays
United Kingdom
$268K 8,008 +5,298 +195%
CA
102
CoreCap Advisors
Michigan
$268K 8,010 -2,840 -26%
TRCT
103
Tower Research Capital (TRC)
New York
$264K 7,902 +4,376 +124%
UBS AM
104
UBS AM
Illinois
$254K 7,600 +7,600 New
SRAM
105
Spouting Rock Asset Management
Pennsylvania
$252K 7,531 -85 -1%
Schroder Investment Management Group
106
Schroder Investment Management Group
United Kingdom
$246K 7,369 +7,369 New
Verition Fund Management
107
Verition Fund Management
Connecticut
$242K 7,237 +7,237 New
CAN
108
Cetera Advisor Networks
California
$241K 7,200 -11,840 -62%
AAS
109
Avantax Advisory Services
Texas
$221K 6,617 -900 -12%
EWM
110
Elite Wealth Management
Washington
$210K 6,286 +6,286 New
MML Investors Services
111
MML Investors Services
Massachusetts
$206K 6,175 -2,377 -28%
Vontobel Holding
112
Vontobel Holding
Switzerland
$204K 6,100 +6,100 New
PFO
113
Pathstone Family Office
New Jersey
$201K 6,000
SPIA
114
Steward Partners Investment Advisory
New York
$191K 5,724 +3,943 +221%
RFA
115
Register Financial Advisors
Georgia
$180K 5,370 +2,370 +79%
NCGI
116
Next Century Growth Investors
Minnesota
$176K 5,267 -97,112 -95%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$150K 4,475
Belvedere Trading
118
Belvedere Trading
Illinois
$122K 3,642 +3,642 New
O
119
Ossiam
France
$105K 3,133 +3,133 New
Toronto Dominion Bank
120
Toronto Dominion Bank
Ontario, Canada
$100K 3,000
BCM
121
BluePath Capital Management
Georgia
$93.6K 2,800 +2,800 New
US Bancorp
122
US Bancorp
Minnesota
$83.4K 2,496 +68 +3%
AAG
123
Armstrong Advisory Group
Massachusetts
$81K 2,422 -2,225 -48%
AAM
124
Advisors Asset Management
Colorado
$74.6K 2,232 +859 +63%
HGERS
125
Householder Group Estate & Retirement Specialist
Arizona
$65.3K 1,953 +1,953 New