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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 %
CP
151
Castleview Partners
Texas
$37.1K
FFA
152
Farther Finance Advisors
California
$34.7K +$5.74K +242 +20%
IA
153
IFP Advisors
Florida
$32.4K +$11.9K +503 +58%
RIL
154
Rothschild Investment LLC
Illinois
$29K -$50.6K -2,132 -64%
CWC
155
Carolinas Wealth Consulting
North Carolina
$28.6K
CA
156
Centerpoint Advisors
Massachusetts
$28K
GRP
157
Global Retirement Partners
California
$25.6K
PP
158
Pingora Partners
Wyoming
$23.7K
HGERS
159
Householder Group Estate & Retirement Specialist
Arizona
$23K
ACM
160
Aster Capital Management
United Arab Emirates
$22K +$12.2K +516 +126%
CA
161
Clearstead Advisors
Ohio
$20.5K -$41.5K -1,750 -67%
NFSG
162
Newbridge Financial Services Group
Florida
$19K
CWP
163
Concord Wealth Partners
Virginia
$18.6K +$18.6K +785 New
A
164
AlphaQuest
New York
$15.9K -$44K -1,854 -73%
SA
165
SRH Advisors
Kansas
$15.4K +$15.4K +650 New
IWM
166
IMG Wealth Management
Florida
$14.9K +$14.9K +630 New
HDIM
167
Hanson & Doremus Investment Management
Vermont
$14K
RA
168
RiverPark Advisors
New York
$12.9K -$35.3K -1,490 -73%
NA
169
NewEdge Advisors
Louisiana
$12.7K +$2.89K +122 +30%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$12K -$4.99K -213 -29%
OP
171
ORG Partners
Indiana
$11.4K
Deutsche Bank
172
Deutsche Bank
Germany
$9.91K
RAM
173
Ramirez Asset Management
New York
$9.48K
AAP
174
Arax Advisory Partners
Colorado
$7.11K +$7.11K +300 New
FFL
175
Financial Freedom LLC
Ohio
$6.02K