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Symbotic

211 hedge funds and large institutions have $2.14B invested in Symbotic in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 50 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-26
Holders Change %
-10.97%
% of All Funds
3.05%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
41
Increased
83
Reduced
50
Closed
66
Calls
$71.7M
Puts
$184M
Net Calls
-$113M
Net Calls Change
-$143M
Name Holding Trade Value Shares
Change
Shares
Change %
RS
176
Rakuten Securities
Japan
$8K +$659 +27 +9%
TFM
177
TFC Financial Management
Massachusetts
$7.66K -$20.4K -837 -73%
FPFS
178
First Personal Financial Services
North Carolina
$7.56K
FFL
179
Financial Freedom LLC
Ohio
$6.2K
JIP
180
Jaffetilchin Investment Partners
Florida
$4.98K +$4.98K +204 New
TCOV
181
Trust Company of Vermont
Vermont
$4.88K
SHIM
182
Stone House Investment Management
Pennsylvania
$4.76K +$4.76K +195 New
WWM
183
Wolff Wiese Magana
California
$4.66K -$3.66K -150 -44%
DWM
184
Darwin Wealth Management
Florida
$3.05K +$3.05K +125 New
FHA
185
First Horizon Advisors
Tennessee
$2.73K
IAIM
186
International Assets Investment Management
Florida
$2.61K +$2.61K +63,653 +1,273,060%
FC
187
Fairscale Capital
New Hampshire
$2.46K
FWA
188
FSC Wealth Advisors
New York
$2.44K
IA
189
IFS Advisors
Kansas
$2.44K
SIC
190
Salem Investment Counselors
North Carolina
$2.44K
EB
191
Eastern Bank
Massachusetts
$2.44K +$2.44K +100 New
Pacer Advisors
192
Pacer Advisors
Pennsylvania
$2.1K +$488 +20 +30%
CI Investments Inc
193
CI Investments Inc
Ontario, Canada
$2K +$30 +1 +2%
HI
194
Harbour Investments
Wisconsin
$1.76K +$951 +39 +118%
PS
195
Principal Securities
Iowa
$1.68K
CPA
196
Clear Point Advisors
New York
$1.24K -$951 -39 -43%
NL
197
NVWM LLC
Pennsylvania
$1.22K
CT
198
Colonial Trust
South Carolina
$1.12K
VCM
199
Versant Capital Management
Arizona
$976 +$976 +40 New
CIA
200
Cape Investment Advisory
Georgia
$732