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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 %
WWM
201
Wolff Wiese Magana
California
$12K +$6.54K +186 +120%
FPFS
202
First Personal Financial Services
North Carolina
$10.9K
MSG
203
Main Street Group
Virginia
$10.6K
RS
204
Rakuten Securities
Japan
$10.6K -$11.9K -339 -53%
PA
205
Parallel Advisors
California
$10.5K
RhumbLine Advisers
206
RhumbLine Advisers
Massachusetts
$10.3K
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.2K -$45.2K -1,286 -82%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$10K -$1.75K -51 -15%
FFL
209
Financial Freedom LLC
Ohio
$8.93K +$8.93K +254 New
ATPW
210
Ashton Thomas Private Wealth
Arizona
$7.77K +$7.77K +221 New
TCOV
211
Trust Company of Vermont
Vermont
$7.03K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
212
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.38K -$270K -7,676 -98%
OIA
213
Optimum Investment Advisors
Illinois
$5.27K
FC
214
Fairscale Capital
New Hampshire
$4.19K +$4.19K +101 New
FHA
215
First Horizon Advisors
Tennessee
$3.94K +$3.52K +100 +833%
SIC
216
Salem Investment Counselors
North Carolina
$3.52K -$3.52K -100 -50%
FWA
217
FSC Wealth Advisors
New York
$3.52K
IA
218
IFS Advisors
Kansas
$3.52K
LFG
219
Larson Financial Group
Missouri
$3.34K +$1.93K +55 +138%
CPA
220
Clear Point Advisors
New York
$3.16K
PS
221
Principal Securities
Iowa
$2.43K +$2.15K +61 +763%
Pacer Advisors
222
Pacer Advisors
Pennsylvania
$2.32K -$70 -2 -3%
QCG
223
Quadrant Capital Group
Ohio
$2.15K
RWMG
224
Redwood Wealth Management Group
New Jersey
$2.11K +$2.11K +60 New
CI Investments Inc
225
CI Investments Inc
Ontario, Canada
$2K -$800 -26 -29%