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Symbotic

276 hedge funds and large institutions have $4B invested in Symbotic in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 68 increasing their positions, 65 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

27% more funds holding

Funds holding: 218276 (+58)

5% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 65

1.45% less ownership

Funds ownership: 95.85%94.4% (-1.5%)

Holders
276
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$144M
Puts
$92.8M
Net Calls
Net Calls Change

Top Sellers

1 -$23.1M
2 -$19.1M
3 -$16.4M
4
Millennium Management
Millennium Management
New York
-$12.1M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BCV
126
Banque Cantonale Vaudoise
Switzerland
$467K
HF
127
HRT Financial
New York
$457K
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$441K
VA
129
Vident Advisory
Georgia
$440K
JWCA
130
J.W. Cole Advisors
Florida
$414K
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$411K
TWP
132
Tyche Wealth Partners
Texas
$403K
FGA
133
Fortis Group Advisors
New Jersey
$398K
KK
134
KLP Kapitalforvaltning
Norway
$389K
FC
135
FORA Capital
Florida
$388K
Barclays
136
Barclays
United Kingdom
$387K
MML Investors Services
137
MML Investors Services
Massachusetts
$371K
HAIM
138
Hunter Associates Investment Management
Pennsylvania
$361K
ST
139
Somerset Trust
Pennsylvania
$360K
RP
140
Riverbridge Partners
Minnesota
$358K
Osaic Holdings
141
Osaic Holdings
Arizona
$351K
RS
142
Rakuten Securities
Japan
$343K
OBWG
143
Onyx Bridge Wealth Group
New York
$341K
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$338K
Manulife (Manufacturers Life Insurance)
145
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$332K
CA
146
Calton & Associates
Florida
$330K
Universal-Beteiligungs- und Servicegesellschaft
147
Universal-Beteiligungs- und Servicegesellschaft
Germany
$330K
GSF
148
Grove Street Fiduciary
New Hampshire
$328K
Franklin Resources
149
Franklin Resources
California
$324K
BHCM
150
Brevan Howard Capital Management
Jersey
$320K