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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.

New
Increased
Maintained
Reduced
Closed
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 %
FFA
176
Farther Finance Advisors
California
$71.4K +$5.85K +165 +9%
QL
177
Quarry LP
New York
$64.9K +$64.9K +1,847 New
RFG
178
RFP Financial Group
Georgia
$59.5K +$10.9K +310 +22%
PI
179
PEAK6 Investments
Illinois
$54.8K +$25.6K +728 +88%
CA
180
Clearstead Advisors
Ohio
$51K +$12.3K +350 +32%
Jones Financial Companies
181
Jones Financial Companies
Missouri
$43.9K +$43.9K +1,249 New
CWC
182
Carolinas Wealth Consulting
North Carolina
$42.4K
CA
183
Centerpoint Advisors
Massachusetts
$42K
SFCL
184
Strengthening Families & Communities LLC
Massachusetts
$41K +$41K +1,165 New
TFM
185
TFC Financial Management
Massachusetts
$40.5K
RAM
186
Ramirez Asset Management
New York
$38.7K
GRP
187
Global Retirement Partners
California
$38K +$879 +25 +2%
Walleye Capital
188
Walleye Capital
New York
$37.4K +$21.3K +606 +132%
CP
189
Castleview Partners
Texas
$35.2K
PP
190
Pingora Partners
Wyoming
$35.2K
PCA
191
Providence Capital Advisors
North Carolina
$35.2K
Deutsche Bank
192
Deutsche Bank
Germany
$33.6K -$16.6K -473 -33%
KBC Group
193
KBC Group
Belgium
$32K +$32K +910 New
RA
194
RiverPark Advisors
New York
$28.9K
Barclays
195
Barclays
United Kingdom
$27K -$3.91M -112,292 -99%
HDIM
196
Hanson & Doremus Investment Management
Vermont
$20K +$2.64K +76 +15%
CA
197
CoreCap Advisors
Michigan
$19K -$111K -3,150 -85%
OP
198
ORG Partners
Indiana
$17K +$17K +479 New
NA
199
NewEdge Advisors
Louisiana
$15.3K -$5.27K -150 -26%
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$12.3K