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Symbotic

219 hedge funds and large institutions have $2.43B invested in Symbotic in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 49 closing their positions.

Holders
219
Holders Change
+8
Holders Change %
+3.79%
% of All Funds
2.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
61
Increased
58
Reduced
62
Closed
49
Calls
$67.6M
Puts
$91.3M
Net Calls
-$23.7M
Net Calls Change
+$88.9M
Name Market Value Shares Shares
Change
Shares
Change %
Mitsubishi UFJ Asset Management
101
Mitsubishi UFJ Asset Management
Japan
$422K 16,451 +1,646 +11%
FDS
102
First Dallas Securities
Texas
$415K 17,500 -14,900 -46%
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$411K 17,349 +375 +2%
MML Investors Services
104
MML Investors Services
Massachusetts
$380K 16,008 +5,716 +56%
CWM
105
Congress Wealth Management
Massachusetts
$356K 15,000 +15,000 New
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$345K 14,545 -118,535 -89%
Mirae Asset Global Investments
107
Mirae Asset Global Investments
South Korea
$343K 14,224 -289 -2%
GG
108
Greenwood Gearhart
Arkansas
$337K 14,217 +14,217 New
SS
109
Sunbelt Securities
Texas
$313K 12,830 -500 -4%
IPW
110
Intergy Private Wealth
Colorado
$310K 13,094 +13,094 New
Pathstone Holdings
111
Pathstone Holdings
New Jersey
$309K 13,022 +4,011 +45%
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$306K 12,921 +3,818 +42%
SWM
113
Spire Wealth Management
Virginia
$298K 12,584 +12,584 New
WWM
114
Western Wealth Management
Colorado
$293K 12,350 -3,200 -21%
ASRS
115
Arizona State Retirement System
Arizona
$285K 12,010 +242 +2%
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$283K 11,928 -831 -7%
Handelsbanken Fonder
117
Handelsbanken Fonder
Sweden
$282K 11,900 +2,600 +28%
AAG
118
Armstrong Advisory Group
Massachusetts
$279K 11,782 +6,479 +122%
VIP
119
Vista Investment Partners
Oklahoma
$268K 11,299 -8,544 -43%
GCP
120
GSA Capital Partners
United Kingdom
$267K 11,242 -13,439 -54%
SRL
121
Scientech Research LLC
New Jersey
$243K 10,244 -1,046 -9%
BC
122
Bridgefront Capital
Texas
$238K 10,032 +10,032 New
Comerica Bank
123
Comerica Bank
Texas
$236K 9,938 -25,424 -72%
Citigroup
124
Citigroup
New York
$228K 9,616 -3,019 -24%
BAM
125
Bosun Asset Management
Illinois
$227K 9,561 -11,000 -53%