SYM icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
RP
126
Riverbridge Partners
Minnesota
$220K
BCM
127
Bayesian Capital Management
New York
$218K +$218K +9,200 New
Stifel Financial
128
Stifel Financial
Missouri
$212K -$29.4K -1,239 -12%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$208K -$50.8K -2,143 -20%
Barclays
130
Barclays
United Kingdom
$208K -$13.9K -584 -6%
GSF
131
Grove Street Fiduciary
New Hampshire
$200K +$200K +8,445 New
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$200K +$50.6K +2,135 +34%
KK
133
KLP Kapitalforvaltning
Norway
$194K +$194K +8,200 New
US Bancorp
134
US Bancorp
Minnesota
$181K -$82.5K -3,480 -31%
RS
135
Rakuten Securities
Japan
$179K +$171K +7,218 +2,201%
SS
136
SBI Securities
Japan
$154K +$154K +6,491 New
CA
137
CoreCap Advisors
Michigan
$131K +$103K +4,339 +365%
AGWCA
138
Annis Gardner Whiting Capital Advisors
Florida
$116K
OAM
139
Ostrum Asset Management
France
$106K +$35.1K +1,479 +49%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$90.9K +$53.9K +2,275 +146%
TRCT
141
Tower Research Capital (TRC)
New York
$84.6K +$24.1K +1,018 +40%
MA
142
MCF Advisors
Kentucky
$84.5K +$84.5K +3,564 New
NIMI
143
Natixis Investment Managers International
France
$79.4K -$29.1K -1,227 -27%
VanEck Associates
144
VanEck Associates
New York
$62K -$21.4K -896 -26%
Jones Financial Companies
145
Jones Financial Companies
Missouri
$58.3K +$35.3K +1,490 +154%
PTC
146
Private Trust Company
Ohio
$47.4K +$47.4K +2,000 New
PPA
147
Pilgrim Partners Asia
Singapore
$46.9K +$46.9K +1,980 New
CA
148
Crewe Advisors
Utah
$45.2K -$119 -5 -0.3%
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44K
RhumbLine Advisers
150
RhumbLine Advisers
Massachusetts
$41.9K