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Symbotic

279 hedge funds and large institutions have $4B invested in Symbotic in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 69 increasing their positions, 66 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 35

92% more capital invested

Capital invested by funds: $2.09B → $4B (+$1.92B)

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

55% more call options, than puts

Call options by funds: $144M | Put options by funds: $92.8M

26% more funds holding

Funds holding: 221279 (+58)

5% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 66

1.43% less ownership

Funds ownership: 95.92%94.49% (-1.4%)

Holders
279
Holders Change
+58
Holders Change %
+26.24%
% of All Funds
3.67%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
96
Increased
69
Reduced
66
Closed
35
Calls
$144M
Puts
$92.8M
Net Calls
+$51.4M
Net Calls Change
+$45.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FFL
226
Financial Freedom LLC
Ohio
$9.87K
NRG
227
Nemes Rush Group
Michigan
$9.79K
IWM
228
IMG Wealth Management
Florida
$9.29K
GWM
229
Geneos Wealth Management
Colorado
$7.92K -$5.34K -204 -50%
NC
230
NewSquare Capital
Pennsylvania
$7.77K
TCOV
231
Trust Company of Vermont
Vermont
$7.77K
EWM
232
Evolution Wealth Management
Florida
$7.77K +$5.24K +200 New
IA
233
IFS Advisors
Kansas
$7.07K
TWC
234
TD Waterhouse Canada
Ontario, Canada
$6.74K +$4.45K +170 New
CT
235
Clearstead Trust
Maine
$6.72K
HI
236
Harbour Investments
Wisconsin
$6.1K +$105 +4 +3%
WFA
237
West Financial Advisors
Iowa
$5.83K
FC
238
Fairscale Capital
New Hampshire
$5.45K
DWM
239
Darwin Wealth Management
Florida
$4.86K
RWM
240
Rialto Wealth Management
New York
$4.66K
BCMLT
241
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.39K
BTD
242
BankPlus Trust Department
Mississippi
$3.88K
EB
243
Eastern Bank
Massachusetts
$3.88K
MMCM
244
Murphy & Mullick Capital Management
New York
$3.88K
AAS
245
Ameritas Advisory Services
Nebraska
$3.88K +$2.62K +100 New
GWP
246
Gen-Wealth Partners
Michigan
$3.19K
CI Investments Inc
247
CI Investments Inc
Ontario, Canada
$3K -$79 -3 -4%
BWL
248
Bogart Wealth LLC
Virginia
$2.64K +$1.78K +68 New
EP
249
Essential Partners
California
$2.64K +$1.78K +68 New
TFA
250
Toth Financial Advisory
Virginia
$2.53K +$1.7K +65 New

SYM Hedge Fund Activity: Q2 2025 in Review

279 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q2 2025, worth a combined $4B — up 92% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new SYM positions and 35 closed out — a net gain of 61 holders — while 69 added to existing stakes and 66 trimmed.

The largest buyer was D.E. Shaw & Co, opening a new position worth an estimated $11M. The largest seller was Fidelity Investments, cutting an estimated $15.6M.

  • 279 institutional investors held Symbotic (SYM) as of Q2 2025, up from 221 in Q1 2025.
  • Funds reported $4B of Symbotic stock for Q2 2025, up 92% quarter-over-quarter.
  • 96 funds opened new Symbotic positions in Q2 2025 and 35 closed out, a net change of +61 holders.
  • The largest Symbotic buyer in Q2 2025 was D.E. Shaw & Co, an estimated $11M added.
  • The largest Symbotic seller in Q2 2025 was Fidelity Investments, an estimated $15.6M sold.

Based on aggregated 13F filings for Q2 2025.