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Symbotic
SYM

221 hedge funds and large institutions have $2.09B invested in Symbotic in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 41 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 41

14% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 42

11% more call options, than puts

Call options by funds: $64.4M | Put options by funds: $58.1M

0% more funds holding

Funds holding: 221 → 221 (0)

0.54% less ownership

Funds ownership: 96.46% → 95.92% (-0.54%)

14% less capital invested

Capital invested by funds: $2.43B → $2.09B (-$345M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
221
Holders Change
–
Holders Change %
0%
% of All Funds
2.96%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
48
Increased
89
Reduced
41
Closed
42
Calls
$64.4M
Puts
$58.1M
Net Calls
+$6.29M
Net Calls Change
+$30M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$16.6M
2
Millennium Management
Millennium Management
New York
+$10.6M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$8.81M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$6.28M
5
CSS
Cubist Systematic Strategies
Connecticut
+$5.8M

Top Sellers

1
Invesco
Invesco
Georgia
-$12.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$10.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.59M
4
HCM
Hodges Capital Management
Texas
-$6.63M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$6.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
OP
251
ORG Partners
Indiana
– -$11.4K -479 Closed
RAM
252
Ramirez Asset Management
New York
– -$9.48K -400 Closed
NWWA
253
New Wave Wealth Advisors
Arkansas
– -$5.33K -225 Closed
RS
254
R Squared
Hong Kong
– -$2.85K -120 Closed
SIC
255
Salem Investment Counselors
North Carolina
– -$2.37K -100 Closed
CIA
256
Cape Investment Advisory
Georgia
– -$711 -30 Closed
DRP
257
Decker Retirement Planning
Utah
– -$474 -20 Closed
VHAM
258
Van Hulzen Asset Management
California
– -$475 -20 Closed
SAM
259
Synergy Asset Management
Washington
– -$244 -10 Closed
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
– -$71 -3 Closed
HWM
261
Hemington Wealth Management
Virginia
– -$26 -1 -50%
PWMG
262
Prestige Wealth Management Group
New Jersey
– -$24 -1 Closed
MFA
263
McClarren Financial Advisors
Pennsylvania
– +$511 +20 New
7 8 9 10
11

SYM Hedge Fund Activity: Q1 2025 in Review

221 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q1 2025, worth a combined $2.09B — down 14% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SYM positions and 42 closed out — a net gain of 6 holders — while 89 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.6M. The largest seller was Invesco, cutting an estimated $12.8M.

  • 221 institutional investors held Symbotic (SYM) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $2.09B of Symbotic stock for Q1 2025, down 14% quarter-over-quarter.
  • 48 funds opened new Symbotic positions in Q1 2025 and 42 closed out, a net change of +6 holders.
  • The largest Symbotic buyer in Q1 2025 was Morgan Stanley, an estimated $16.6M added.
  • The largest Symbotic seller in Q1 2025 was Invesco, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2025.