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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 %
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$316K +$55.2K +2,737 +21%
FDS
102
First Dallas Securities
Texas
$306K -$47.5K -2,350 -13%
LIP
103
Lighthouse Investment Partners
Florida
$303K +$303K +15,000 New
Pathstone Holdings
104
Pathstone Holdings
New Jersey
$290K +$26.8K +1,328 +10%
HCM
105
Hodges Capital Management
Texas
$290K -$5.24M -259,491 -95%
GG
106
Greenwood Gearhart
Arkansas
$287K
Squarepoint
107
Squarepoint
New York
$287K +$287K +14,203 New
AAG
108
Armstrong Advisory Group
Massachusetts
$279K
SWM
109
Spire Wealth Management
Virginia
$275K +$20.5K +1,012 +8%
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$268K +$27.4K +1,357 +11%
IPW
111
Intergy Private Wealth
Colorado
$265K
SS
112
Sunbelt Securities
Texas
$262K +$2.73K +135 +1%
MML Investors Services
113
MML Investors Services
Massachusetts
$259K -$65K -3,212 -20%
JG
114
Jain Global
New York
$249K +$249K +12,300 New
ASRS
115
Arizona State Retirement System
Arizona
$247K +$3.78K +187 +2%
BCV
116
Banque Cantonale Vaudoise
Switzerland
$245K +$245K +12,109 New
Handelsbanken Fonder
117
Handelsbanken Fonder
Sweden
$240K
HF
118
HRT Financial
New York
$235K +$235K +11,661 New
WWM
119
Western Wealth Management
Colorado
$231K -$18.2K -900 -7%
VIP
120
Vista Investment Partners
Oklahoma
$217K -$11.2K -556 -5%
RS
121
Rakuten Securities
Japan
$208K +$55.6K +2,752 +36%
Holocene Advisors
122
Holocene Advisors
New York
$205K +$205K +10,140 New
Barclays
123
Barclays
United Kingdom
$182K +$5.09K +252 +3%
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$179K +$8.02K +397 +5%
KK
125
KLP Kapitalforvaltning
Norway
$166K