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Symbotic

237 hedge funds and large institutions have $2.9B invested in Symbotic in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 52 reducing their positions, and 37 closing their positions.

Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
45
Increased
104
Reduced
52
Closed
37
Calls
$87.3M
Puts
$57M
Net Calls
+$30.2M
Net Calls Change
-$323K
Name Holding Trade Value Shares
Change
Shares
Change %
VA
151
Vident Advisory
Georgia
$261K +$25.4K +722 +11%
Capstone Investment Advisors
152
Capstone Investment Advisors
New York
$257K -$2.33M -66,344 -90%
LFP
153
Lakeshore Financial Planning
Michigan
$237K +$237K +6,730 New
AI
154
Atria Investments
North Carolina
$235K +$235K +6,673 New
Pathstone Holdings
155
Pathstone Holdings
New Jersey
$230K +$17.9K +508 +8%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$222K +$39.7K +1,130 +22%
Corient Private Wealth
157
Corient Private Wealth
Florida
$215K +$26.4K +751 +14%
SSA
158
Schonfeld Strategic Advisors
New York
$214K +$214K +6,100 New
TRCT
159
Tower Research Capital (TRC)
New York
$212K +$191K +5,434 +909%
KAS
160
Kestra Advisory Services
Texas
$209K -$6.51K -185 -3%
EWM
161
Elite Wealth Management
Washington
$209K -$2.04K -58 -1%
AAG
162
Armstrong Advisory Group
Massachusetts
$186K +$23.1K +656 +14%
SS
163
Sunbelt Securities
Texas
$179K +$171K +4,875 +2,216%
AGWCA
164
Annis Gardner Whiting Capital Advisors
Florida
$172K +$103K +2,921 +148%
NC
165
nVerses Capital
Florida
$158K +$158K +4,500 New
QT
166
Quantbot Technologies
New York
$156K +$156K +4,430 New
CA
167
Crewe Advisors
Utah
$134K -$14.1K -400 -10%
RIL
168
Rothschild Investment LLC
Illinois
$119K +$117K +3,337 +8,343%
NS
169
NBC Securities
Alabama
$110K +$87.6K +2,500 +392%
NIMI
170
Natixis Investment Managers International
France
$109K +$38.9K +1,105 +55%
OAM
171
Ostrum Asset Management
France
$106K +$48.9K +1,390 +86%
VanEck Associates
172
VanEck Associates
New York
$96K +$50.2K +1,423 +109%
AC
173
Avestar Capital
New York
$94.9K +$10.5K +300 +13%
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$92K -$1.77K -50 -2%
Asset Management One
175
Asset Management One
Japan
$83.2K +$83.2K +2,367 New