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Symbotic

274 hedge funds and large institutions have $3.99B invested in Symbotic in 2025 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 68 increasing their positions, 65 reducing their positions, and 35 closing their positions.

Holders
274
Holders Change
+55
Holders Change %
+25.11%
% of All Funds
3.68%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
94
Increased
68
Reduced
65
Closed
35
Calls
$121M
Puts
$76.6M
Net Calls
+$44.6M
Net Calls Change
+$38.3M
Name Market Value Shares Shares
Change
Shares
Change %
WC
201
Wexford Capital
Florida
$41K 1,054 +1,054 New
CA
202
Clearstead Advisors
Ohio
$38.9K 1,000 -66 -6%
PP
203
Pingora Partners
Wyoming
$38.9K 1,000
AAP
204
Arax Advisory Partners
Colorado
$38.9K 1,000 +700 +233%
GCM
205
Gables Capital Management
Florida
$38.9K 1,000 +1,000 New
CWP
206
Concord Wealth Partners
Virginia
$34.6K 889
AF
207
Advisornet Financial
Minnesota
$32.2K 828 +828 New
IWP
208
IAG Wealth Partners
Wisconsin
$31.9K 820 +820 New
NFSG
209
Newbridge Financial Services Group
Florida
$31.1K 800
IA
210
IFP Advisors
Florida
$30K 772 +154 +25%
RIL
211
Rothschild Investment LLC
Illinois
$27.2K 700 -500 -42%
SA
212
SRH Advisors
Kansas
$25.3K 650
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$23.2K 596
AF
214
Alerus Financial
North Dakota
$22.2K 572 +572 New
HDIM
215
Hanson & Doremus Investment Management
Vermont
$22K 576
BNP Paribas Asset Management
216
BNP Paribas Asset Management
France
$18K 465 +465 New
CIAM
217
Caitong International Asset Management
Hong Kong
$17K 437 +287 +191%
AEPWM
218
Atlantic Edge Private Wealth Management
Florida
$15.5K 400 +400 New
AF
219
Allworth Financial
California
$12.9K 331 +275 +491%
S
220
SignatureFD
Georgia
$12.7K 328 +70 +27%
BIG
221
Brooklyn Investment Group
New York
$10.5K 271 -82 -23%
PA
222
Parallel Advisors
California
$10.3K 265 +168 +173%
FFL
223
Financial Freedom LLC
Ohio
$9.87K 254
NRG
224
Nemes Rush Group
Michigan
$9.79K 252
IWM
225
IMG Wealth Management
Florida
$9.29K 239