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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 %
RBC
201
Roble Belko & Company
Pennsylvania
$1K +$1K +36 New
AG
202
AmeriFlex Group
Nevada
$889 – – –
VCM
203
Versant Capital Management
Arizona
$808 – – –
IRC
204
Investors Research Corp
Georgia
$808 +$808 +40 New
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$808 +$808 +40 New
KWM
206
Kiker Wealth Management
Georgia
$748 +$748 +37 New
LC
207
Lindbrook Capital
California
$707 +$707 +35 New
OWP
208
ORG Wealth Partners
Texas
$668 +$668 +32 New
SC
209
Stephens Consulting
Michigan
$506 – – –
CFO
210
CVA Family Office
Colorado
$485 – – –
CYG
211
Clean Yield Group
Vermont
$404 – – –
BMC
212
Bear Mountain Capital
Washington
$366 – – –
PMFA
213
Plante Moran Financial Advisors
Michigan
$344 – – –
AA
214
Addison Advisors
Vermont
$102 +$102 +5 New
LWMI
215
Legacy Wealth Management (Idaho)
Idaho
$61 – – –
TWD
216
True Wealth Design
Ohio
$61 +$61 +3 New
DSCM
217
Divisadero Street Capital Management
Florida
– -$4.44M -187,317 Closed
TI
218
Tidal Investments
Wisconsin
– -$4.14M -174,672 Closed
SC
219
Sculptor Capital
New York
– -$3.13M -132,200 Closed
Point72 Asset Management
220
Point72 Asset Management
Connecticut
– -$2.25M -94,957 Closed
Jane Street
221
Jane Street
New York
– -$2.02M -85,077 Closed
Group One Trading
222
Group One Trading
Illinois
– -$1.97M -83,065 Closed
HAIM
223
Hunter Associates Investment Management
Pennsylvania
– -$1.6M -67,413 Closed
NCGI
224
Next Century Growth Investors
Minnesota
– -$1.08M -45,582 Closed
BIP
225
Bouvel Investment Partners
Pennsylvania
– -$1.06M -44,539 Closed
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