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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
+$34.4M
2
UBS Group
UBS Group
Switzerland
+$19.8M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$10.7M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$6.09M
5
HRCM
Hood River Capital Management
Florida
+$5.7M

Top Sellers

1
Voloridge Investment Management
Voloridge Investment Management
Florida
-$13.6M
2
FCM
Frontier Capital Management
Massachusetts
-$13.4M
3
Goldman Sachs
Goldman Sachs
New York
-$11.9M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$10.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
201
Versant Capital Management
Arizona
$948 – – –
EWA
202
EverSource Wealth Advisors
Alabama
$783 +$783 +33 New
HCP
203
Hexagon Capital Partners
Arkansas
$735 +$735 +31 New
CIA
204
Cape Investment Advisory
Georgia
$711 – – –
SC
205
Stephens Consulting
Michigan
$593 – – –
WWP
206
WR Wealth Planners
Missouri
$593 +$593 +25 New
CFO
207
CVA Family Office
Colorado
$569 – – –
BMC
208
Bear Mountain Capital
Washington
$558 – – –
VHAM
209
Van Hulzen Asset Management
California
$475 +$475 +20 New
CYG
210
Clean Yield Group
Vermont
$474 – – –
DRP
211
Decker Retirement Planning
Utah
$474 +$474 +20 New
PMFA
212
Plante Moran Financial Advisors
Michigan
$403 +$403 +17 New
SAM
213
Synergy Asset Management
Washington
$244 +$244 +10 New
LWMI
214
Legacy Wealth Management (Idaho)
Idaho
$80 – – –
LIS
215
Legacy Investment Solutions
Idaho
$80 – – –
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$71 -$24.9K -1,053 -100%
PWMG
217
Prestige Wealth Management Group
New Jersey
$24 – – –
BIG
218
Brooklyn Investment Group
New York
$24 +$24 +1 New
Voloridge Investment Management
219
Voloridge Investment Management
Florida
– -$13.6M -558,308 Closed
Adage Capital Partners
220
Adage Capital Partners
Massachusetts
– -$10.1M -415,000 Closed
VOYA Investment Management
221
VOYA Investment Management
Georgia
– -$4.52M -185,414 Closed
JF
222
Jump Financial
Illinois
– -$3.44M -140,902 Closed
Alyeska Investment Group
223
Alyeska Investment Group
Illinois
– -$3.13M -128,217 Closed
Canada Pension Plan Investment Board
224
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.97M -80,800 Closed
IAIM
225
International Assets Investment Management
Florida
– -$2.61K -63,658 Closed
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