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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 %
GWP
201
Gen-Wealth Partners
Michigan
$659
SC
202
Stephens Consulting
Michigan
$610 +$610 +25 New
CFO
203
CVA Family Office
Colorado
$585 +$585 +24 New
CYG
204
Clean Yield Group
Vermont
$488
GFPC
205
Global Financial Private Client
Florida
$488
BMC
206
Bear Mountain Capital
Washington
$480 +$480 +17 New
LIS
207
Legacy Investment Solutions
Idaho
$95 +$95 +3 New
LWMI
208
Legacy Wealth Management (Idaho)
Idaho
$95 +$95 +3 New
PWMG
209
Prestige Wealth Management Group
New Jersey
$25 +$25 +1 New
CPA
210
Capital Performance Advisors
California
$24 +$24 +1 New
T. Rowe Price Associates
211
T. Rowe Price Associates
Maryland
-$10.2M -291,393 Closed
DCM
212
Driehaus Capital Management
Illinois
-$6.87M -195,498 Closed
JGC
213
J. Goldman & Co
New York
-$5.79M -164,708 Closed
CSS
214
Cubist Systematic Strategies
Connecticut
-$5.22M -148,380 Closed
Marshall Wace
215
Marshall Wace
United Kingdom
-$4.21M -119,651 Closed
SAM
216
Scopus Asset Management
New York
-$3.78M -107,534 Closed
HSA
217
Hussman Strategic Advisors
Maryland
-$3.32M -94,500 Closed
Simplex Trading
218
Simplex Trading
Illinois
-$3.29M -93,493 Closed
TC
219
TwinBeech Capital
New York
-$2.97M -84,341 Closed
1CM
220
1492 Capital Management
Wisconsin
-$2.85M -81,041 Closed
D.E. Shaw & Co
221
D.E. Shaw & Co
New York
-$2.21M -62,980 Closed
SG Americas Securities
222
SG Americas Securities
New York
-$2.13M -60,524 Closed
GCM
223
Ghisallo Capital Management
Massachusetts
-$1.76M -50,000 Closed
HT
224
HAP Trading
New York
-$1.52M -43,311 Closed
GIM
225
Granahan Investment Management
Massachusetts
-$1.24M -35,169 Closed