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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 94 funds opening new positions, 68 increasing their positions, 65 reducing their positions, and 35 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
94
Increased
68
Reduced
65
Closed
35
Calls
$121M
Puts
$76.6M
Net Calls
+$44.6M
Net Calls Change
+$38.3M
Name Market Value Shares Shares
Change
Shares
Change %
BCV
126
Banque Cantonale Vaudoise
Switzerland
$467K 12,028 -81 -0.7%
HF
127
HRT Financial
New York
$457K 11,773 +112 +1%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$441K 11,363 +8,761 +337%
VA
129
Vident Advisory
Georgia
$440K 11,316 +11,316 New
JWCA
130
J.W. Cole Advisors
Florida
$414K 10,649 +10,649 New
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$411K 10,582 +10,582 New
TWP
132
Tyche Wealth Partners
Texas
$403K 10,365 +10,365 New
FGA
133
Fortis Group Advisors
New Jersey
$398K 7,383 +7,383 New
KK
134
KLP Kapitalforvaltning
Norway
$389K 10,000 +1,800 +22%
FC
135
FORA Capital
Florida
$388K 9,977 +9,977 New
Barclays
136
Barclays
United Kingdom
$387K 9,965 +951 +11%
MML Investors Services
137
MML Investors Services
Massachusetts
$371K 9,561 -3,235 -25%
HAIM
138
Hunter Associates Investment Management
Pennsylvania
$361K 9,225 +9,225 New
ST
139
Somerset Trust
Pennsylvania
$360K 9,255 +9,255 New
RP
140
Riverbridge Partners
Minnesota
$358K 9,219 +9,219 New
Osaic Holdings
141
Osaic Holdings
Arizona
$351K 14,420 -72,747 -83%
RS
142
Rakuten Securities
Japan
$343K 8,817 -1,481 -14%
OBWG
143
Onyx Bridge Wealth Group
New York
$341K 8,765 +8,765 New
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$338K 8,693 +8,693 New
Manulife (Manufacturers Life Insurance)
145
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$332K 8,544 +8,544 New
CA
146
Calton & Associates
Florida
$330K 8,499 +8,499 New
Universal-Beteiligungs- und Servicegesellschaft
147
Universal-Beteiligungs- und Servicegesellschaft
Germany
$330K 8,489 +8,489 New
GSF
148
Grove Street Fiduciary
New Hampshire
$328K 8,445 +8,445 New
Franklin Resources
149
Franklin Resources
California
$324K 8,336 +8,336 New
BHCM
150
Brevan Howard Capital Management
Jersey
$320K 8,226 +8,226 New