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Symbotic
SYM

Overview Fund Activity

218 hedge funds and large institutions have $2.09B invested in Symbotic in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 88 increasing their positions, 40 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
2.96%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
47
Increased
88
Reduced
40
Closed
41
Calls
$64.4M
Puts
$58.1M
Net Calls
+$6.29M
Net Calls Change
+$30M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.1M
2
Millennium Management
Millennium Management
New York
+$8.38M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$6.97M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$4.97M
5
CSS
Cubist Systematic Strategies
Connecticut
+$4.59M

Top Sellers

1
Invesco
Invesco
Georgia
-$10.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$8.02M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$6M
4
HCM
Hodges Capital Management
Texas
-$5.24M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$5.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
176
EverSource Wealth Advisors
Alabama
$3.94K +$3.27K +162 +491%
IA
177
IFS Advisors
Kansas
$3.68K +$1.66K +82 +82%
CT
178
Clearstead Trust
Maine
$3.5K – – –
HI
179
Harbour Investments
Wisconsin
$3.09K +$202 +10 +7%
CIAM
180
Caitong International Asset Management
Hong Kong
$3.03K +$788 +39 +35%
WFA
181
West Financial Advisors
Iowa
$3.03K +$3.03K +150 New
DWM
182
Darwin Wealth Management
Florida
$2.96K – – –
RWM
183
Rialto Wealth Management
New York
$2.43K – – –
BCMLT
184
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.28K – – –
FHA
185
First Horizon Advisors
Tennessee
$2.26K – – –
FC
186
Fairscale Capital
New Hampshire
$2.04K – – –
MMCM
187
Murphy & Mullick Capital Management
New York
$2.02K – – –
EB
188
Eastern Bank
Massachusetts
$2.02K – – –
BTD
189
BankPlus Trust Department
Mississippi
$2.02K +$2.02K +100 New
CI Investments Inc
190
CI Investments Inc
Ontario, Canada
$2K +$2K +77 New
PA
191
Parallel Advisors
California
$1.96K +$1.96K +97 New
HCP
192
Hexagon Capital Partners
Arkansas
$1.94K +$1.31K +65 +210%
GWP
193
Gen-Wealth Partners
Michigan
$1.66K – – –
PS
194
Principal Securities
Iowa
$1.42K – – –
GI
195
GAMMA Investing
California
$1.42K -$81 -4 -5%
SC
196
SouthState Corp
Florida
$1.42K +$1.42K +70 New
Pacer Advisors
197
Pacer Advisors
Pennsylvania
$1.37K -$61 -3 -4%
AF
198
Allworth Financial
California
$1.24K -$199 -9 -14%
MCM
199
MAI Capital Management
Ohio
$1.21K – – –
GWSG
200
GPS Wealth Strategies Group
Colorado
$1.01K -$1.01K -50 -50%
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8
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