Symbotic
221 hedge funds and large institutions have $2.43B invested in Symbotic in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 59 increasing their positions, 62 reducing their positions, and 51 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
22% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 51
13% more capital invested
Capital invested by funds: $2.15B → $2.43B (+$278M)
11.32% more ownership
Funds ownership: 85.14% → 96.46% (+11%)
3% more funds holding
Funds holding: 214 → 221 (+7)
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 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$6.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$18.3M |
| 2 |
FCM
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
221 of the 7,592 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: 62 funds opened new SYM positions and 51 closed out — a net gain of 11 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.
- 221 institutional investors held Symbotic (SYM) as of Q4 2024, up from 214 in Q3 2024.
- Funds reported $2.43B of Symbotic stock for Q4 2024, up 13% quarter-over-quarter.
- 62 funds opened new Symbotic positions in Q4 2024 and 51 closed out, a net change of +11 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.