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Symbotic

235 hedge funds and large institutions have $3.41B invested in Symbotic in 2024 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 89 increasing their positions, 31 reducing their positions, and 47 closing their positions.

Holders
235
Holders Change
+39
Holders Change %
+19.9%
% of All Funds
3.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
86
Increased
89
Reduced
31
Closed
47
Calls
$86.4M
Puts
$55.9M
Net Calls
+$30.5M
Net Calls Change
+$720K
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
101
HighTower Advisors
Illinois
$690K 15,200 +4,460 +42%
California State Teachers Retirement System (CalSTRS)
102
California State Teachers Retirement System (CalSTRS)
California
$678K 15,057 +654 +5%
Osaic Holdings
103
Osaic Holdings
Arizona
$667K 14,823 +1,734 +13%
Wolverine Trading
104
Wolverine Trading
Illinois
$657K 14,606 +14,606 New
QC
105
Quent Capital
New York
$644K 14,300
Mitsubishi UFJ Asset Management
106
Mitsubishi UFJ Asset Management
Japan
$627K 13,935 -654 -4%
US Bancorp
107
US Bancorp
Minnesota
$607K 13,495 +151 +1%
PI
108
PineBridge Investments
New York
$607K 13,500 -128,629 -91%
SRL
109
Scientech Research LLC
New Jersey
$584K 12,973 +8,368 +182%
UBS AM
110
UBS AM
Illinois
$558K 12,400
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$523K 11,632
Handelsbanken Fonder
112
Handelsbanken Fonder
Sweden
$522K 11,600 +6,700 +137%
Verition Fund Management
113
Verition Fund Management
Connecticut
$511K 11,364 +5,263 +86%
RFA
114
Register Financial Advisors
Georgia
$504K 11,200 +6,200 +124%
XT
115
XTX Topco
Cayman Islands
$490K 10,885 +10,885 New
JPMorgan Chase & Co
116
JPMorgan Chase & Co
New York
$483K 10,732 -5,113 -32%
CCS
117
Concentric Capital Strategies
Connecticut
$475K 10,554 +10,554 New
Amundi
118
Amundi
France
$473K 11,809 +22 +0.2%
AAS
119
Avantax Advisory Services
Texas
$438K 9,737 +3,160 +48%
APG Asset Management
120
APG Asset Management
Netherlands
$427K 10,239 +10,239 New
Citigroup
121
Citigroup
New York
$425K 9,437 +1,508 +19%
AWS
122
Atria Wealth Solutions
New York
$423K 9,406 +9,406 New
MML Investors Services
123
MML Investors Services
Massachusetts
$422K 9,388 +2,517 +37%
WLG
124
Williamson Legacy Group
Indiana
$414K 9,194 +3,179 +53%
DZ Bank
125
DZ Bank
Germany
$408K 9,063 +9,063 New