Symbotic
223 hedge funds and large institutions have $2.43B invested in Symbotic in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 59 increasing their positions, 62 reducing their positions, and 52 closing their positions.
235% more capital inflows, than outflows
Capital inflows: $628M | Capital outflows: $187M
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
23% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 52
11.38% more ownership
Funds ownership: 85.08% → 96.47% (+11%)
4% more funds holding
Funds holding: 215 → 223 (+8)
5% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 62
26% less call options, than puts
Call options by funds: $67.6M | Put options by funds: $91.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$41.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$23.7M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$12.8M |
| 4 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$7.3M |
| 5 |
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$6.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$18.3M |
| 2 |
Frontier Capital Management
Boston,
Massachusetts
|
-$16.1M |
| 3 |
Goldman Sachs
New York
|
-$14.2M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
-$13.6M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$10.1M |
SYM Hedge Fund Activity: Q4 2024 in Review
223 of the 7,622 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q4 2024, worth a combined $2.43B — up 13% from $2.15B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new SYM positions and 52 closed out — a net gain of 12 holders — while 59 added to existing stakes and 62 trimmed.
The largest buyer was Vanguard Group, adding an estimated $41.3M. The largest seller was Norges Bank, exiting entirely with an estimated $18.3M sold.
- 223 institutional investors held Symbotic (SYM) as of Q4 2024, up from 215 in Q3 2024.
- Funds reported $2.43B of Symbotic stock for Q4 2024, up 13% quarter-over-quarter.
- 64 funds opened new Symbotic positions in Q4 2024 and 52 closed out, a net change of +12 holders.
- The largest Symbotic buyer in Q4 2024 was Vanguard Group, an estimated $41.3M added.
- The largest Symbotic seller in Q4 2024 was Norges Bank, an estimated $18.3M sold.
Based on aggregated 13F filings for Q4 2024.