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Symbotic
SYM

Overview Fund Activity

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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$118M
2
UBS Group
UBS Group
Switzerland
$23.2M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$10.7M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$6.17M
5
HRCM
Hood River Capital Management
Florida
$5.7M

Top Sellers

1
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
2
FCM
Frontier Capital Management
Massachusetts
$14.7M
3
Goldman Sachs
Goldman Sachs
New York
$4.37M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$855K
Name Holding Trade Value Shares
Change 		Shares
Change %
NWWA
176
New Wave Wealth Advisors
Arkansas
$5.34K +$5.34K +225 New
TCOV
177
Trust Company of Vermont
Vermont
$4.74K – – –
CT
178
Clearstead Trust
Maine
$4.1K +$4.1K +173 New
HI
179
Harbour Investments
Wisconsin
$3.39K +$1.68K +71 +99%
GWM
180
Geneos Wealth Management
Colorado
$3.04K +$3.04K +128 New
DWM
181
Darwin Wealth Management
Florida
$2.96K – – –
RWM
182
Rialto Wealth Management
New York
$2.85K +$2.85K +120 New
RS
183
R Squared
Hong Kong
$2.85K +$2.85K +120 New
BCMLT
184
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.68K +$2.68K +113 New
FHA
185
First Horizon Advisors
Tennessee
$2.66K – – –
CIAM
186
Caitong International Asset Management
Hong Kong
$2.63K +$2.63K +111 New
FC
187
Fairscale Capital
New Hampshire
$2.4K – – –
GWSG
188
GPS Wealth Strategies Group
Colorado
$2.37K +$2.37K +100 New
SIC
189
Salem Investment Counselors
North Carolina
$2.37K – – –
EB
190
Eastern Bank
Massachusetts
$2.37K – – –
IA
191
IFS Advisors
Kansas
$2.37K – – –
FWA
192
FSC Wealth Advisors
New York
$2.37K – – –
MMCM
193
Murphy & Mullick Capital Management
New York
$2.37K +$2.37K +100 New
AF
194
Allworth Financial
California
$2.16K +$2.16K +65 New
GWP
195
Gen-Wealth Partners
Michigan
$1.94K +$1.42K +60 +273%
GI
196
GAMMA Investing
California
$1.76K +$1.76K +74 New
Pacer Advisors
197
Pacer Advisors
Pennsylvania
$1.68K -$356 -15 -17%
PS
198
Principal Securities
Iowa
$1.42K -$213 -9 -13%
MCM
199
MAI Capital Management
Ohio
$1.42K +$1.42K +60 New
AG
200
AmeriFlex Group
Nevada
$1.29K +$1.29K +44 New
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