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Symbotic

235 hedge funds and large institutions have $3.41B invested in Symbotic in 2024 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 89 increasing their positions, 31 reducing their positions, and 47 closing their positions.

Holders
235
Holders Change
+39
Holders Change %
+19.9%
% of All Funds
3.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
86
Increased
89
Reduced
31
Closed
47
Calls
$86.4M
Puts
$55.9M
Net Calls
+$30.5M
Net Calls Change
+$720K
Name Market Value Shares Shares
Change
Shares
Change %
SoftBank Group
1
SoftBank Group
Japan
$1.79B 39,825,312
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$427M 9,483,371 +9,483,371 New
SSI
3
SVF Sponsor III
California
$409M 9,090,000
Vanguard Group
4
Vanguard Group
Pennsylvania
$109M 2,426,420 +345,386 +17%
Invesco
5
Invesco
Georgia
$47.2M 1,047,973 +719,877 +219%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$38.4M 853,598 +242,948 +40%
BlackRock
7
BlackRock
New York
$32.1M 713,518 +304,518 +74%
RJA
8
Raymond James & Associates
Florida
$27.7M 616,391 +36,515 +6%
First Trust Advisors
9
First Trust Advisors
Illinois
$25.2M 560,037 +49,800 +10%
JGC
10
J. Goldman & Co
New York
$21.1M 469,440 +469,440 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$18.5M 411,261 +184,810 +82%
Axa
12
Axa
France
$17.4M 387,490 +387,490 New
ETC
13
Exchange Traded Concepts
Oklahoma
$17.4M 386,727 +130,488 +51%
TG
14
TCW Group
California
$17.3M 383,683 +70,024 +22%
TAM
15
Thematics Asset Management
France
$17.2M 383,038 +383,038 New
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$16.6M 369,646 +620 +0.2%
ZCI
17
Zevenbergen Capital Investments
Washington
$16.3M 361,167 +342,417 +1,826%
FCM
18
Frontier Capital Management
Massachusetts
$14.9M 330,917 +179,731 +119%
HCM
19
Hodges Capital Management
Texas
$14.2M 315,891 -94,875 -23%
SST
20
S Squared Technology
New York
$14M 310,000 +40,000 +15%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$13.9M 568,577 -118,774 -17%
Legal & General Group
22
Legal & General Group
United Kingdom
$12.9M 286,460 +80,964 +39%
Morgan Stanley
23
Morgan Stanley
New York
$12.6M 280,224 -331,800 -54%
Mitsubishi UFJ Trust & Banking
24
Mitsubishi UFJ Trust & Banking
Japan
$12.2M 271,529 +271,529 New
Citadel Advisors
25
Citadel Advisors
Florida
$12M 266,379 +125,772 +89%