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Symbotic

219 hedge funds and large institutions have $2.09B invested in Symbotic in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 40 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
Holders Change %
0%
% of All Funds
2.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
48
Increased
88
Reduced
40
Closed
41
Calls
$64.4M
Puts
$58.1M
Net Calls
+$6.29M
Net Calls Change
+$30M
Name Holding Trade Value Shares
Change
Shares
Change %
RIL
151
Rothschild Investment LLC
Illinois
$24.3K -$505 -25 -2%
CA
152
Centerpoint Advisors
Massachusetts
$24K
CA
153
Clearstead Advisors
Ohio
$21.5K +$4.04K +200 +23%
PP
154
Pingora Partners
Wyoming
$20.2K
CWP
155
Concord Wealth Partners
Virginia
$18K +$2.1K +104 +13%
NFSG
156
Newbridge Financial Services Group
Florida
$16.2K
NA
157
NewEdge Advisors
Louisiana
$14.2K +$3.42K +169 +32%
SA
158
SRH Advisors
Kansas
$13.1K
IA
159
IFP Advisors
Florida
$12.5K -$15.2K -750 -55%
HDIM
160
Hanson & Doremus Investment Management
Vermont
$12K
CIBC Private Wealth Group
161
CIBC Private Wealth Group
Georgia
$10.7K +$10.7K +596 New
LWCFA
162
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.25K +$9.25K +437 New
Deutsche Bank
163
Deutsche Bank
Germany
$8.45K
GWM
164
Geneos Wealth Management
Colorado
$8.25K +$5.66K +280 +219%
CCM
165
Coldstream Capital Management
Washington
$7.8K +$7.8K +386 New
BIG
166
Brooklyn Investment Group
New York
$7.14K +$7.12K +352 +35,200%
BT
167
Banque Transatlantique
France
$6.35K +$6.35K +340 New
AAP
168
Arax Advisory Partners
Colorado
$6.06K
S
169
SignatureFD
Georgia
$5.21K +$5.21K +258 New
SHIM
170
Stone House Investment Management
Pennsylvania
$5.15K +$5.15K +255 New
FFL
171
Financial Freedom LLC
Ohio
$5.13K
NRG
172
Nemes Rush Group
Michigan
$5.09K +$5.09K +252 New
IWM
173
IMG Wealth Management
Florida
$4.83K -$7.9K -391 -62%
TCOV
174
Trust Company of Vermont
Vermont
$4.04K
FWA
175
FSC Wealth Advisors
New York
$4.04K +$2.02K +100 +100%