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Symbotic

335 hedge funds and large institutions have $5.66B invested in Symbotic in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 92 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 37

41% more capital invested

Capital invested by funds: $4B → $5.66B (+$1.65B)

20% more funds holding

Funds holding: 279335 (+56)

7% more call options, than puts

Call options by funds: $329M | Put options by funds: $309M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.26% less ownership

Funds ownership: 94.49%94.23% (-0.26%)

1% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 93

Holders
335
Holders Change
+56
Holders Change %
+20.07%
% of All Funds
4.4%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
97
Increased
92
Reduced
93
Closed
37
Calls
$329M
Puts
$309M
Net Calls
+$20.3M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Asset Management One
226
Asset Management One
Japan
$159K +$149K +2,942 New
QT
227
Quantbot Technologies
New York
$154K +$144K +2,853 New
Deutsche Bank
228
Deutsche Bank
Germany
$151K +$19.3K +382 +16%
FFA
229
Farther Finance Advisors
California
$146K +$47.5K +939 +53%
JEST
230
JTC Employer Solutions Trustee
Jersey
$145K
US Bancorp
231
US Bancorp
Minnesota
$139K -$66.2K -1,309 -34%
NA
232
NewEdge Advisors
Louisiana
$138K +$65.2K +1,290 +101%
A
233
AlphaQuest
New York
$136K +$14.5K +287 +13%
GCM
234
Gables Capital Management
Florida
$108K +$50.5K +1,000 +100%
AF
235
Allworth Financial
California
$108K +$84.3K +1,669 +504%
HCM
236
Hollencrest Capital Management
California
$108K +$101K +2,000 New
CA
237
Crewe Advisors
Utah
$102K
CIBC Private Wealth Group
238
CIBC Private Wealth Group
Georgia
$99.5K +$63.2K +1,250 +210%
RhumbLine Advisers
239
RhumbLine Advisers
Massachusetts
$95.3K
KBC Group
240
KBC Group
Belgium
$92K
OCM
241
Once Capital Management
New York
$91.6K +$85.9K +1,700 New
IA
242
IFP Advisors
Florida
$81.7K +$37.6K +744 +96%
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$80.8K +$75.8K +1,500 New
VI
244
Vestcor Inc
New Brunswick, Canada
$76K +$71.7K +1,419 New
CA
245
Centerpoint Advisors
Massachusetts
$75K +$10.1K +200 +17%
IWP
246
IAG Wealth Partners
Wisconsin
$73K +$27K +534 +65%
Comerica Bank
247
Comerica Bank
Texas
$61.5K -$317K -6,273 -85%
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$54.2K +$50.5K +1,000 +20,000%
CA
249
Clearstead Advisors
Ohio
$53.9K
PP
250
Pingora Partners
Wyoming
$53.9K

SYM Hedge Fund Activity: Q3 2025 in Review

335 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q3 2025, worth a combined $5.66B — up 41% from $4B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new SYM positions and 37 closed out — a net gain of 60 holders — while 92 added to existing stakes and 93 trimmed.

The largest buyer was Tidal Investments, adding an estimated $94.3M. The largest seller was Baillie Gifford & Co, cutting an estimated $38.2M.

  • 335 institutional investors held Symbotic (SYM) as of Q3 2025, up from 279 in Q2 2025.
  • Funds reported $5.66B of Symbotic stock for Q3 2025, up 41% quarter-over-quarter.
  • 97 funds opened new Symbotic positions in Q3 2025 and 37 closed out, a net change of +60 holders.
  • The largest Symbotic buyer in Q3 2025 was Tidal Investments, an estimated $94.3M added.
  • The largest Symbotic seller in Q3 2025 was Baillie Gifford & Co, an estimated $38.2M sold.

Based on aggregated 13F filings for Q3 2025.