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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
MCM
251
MAI Capital Management
Ohio
$2.33K
FFO
252
Fortitude Family Office
Arizona
$2.06K +$1.39K +53 New
GWSG
253
GPS Wealth Strategies Group
Colorado
$1.94K
AG
254
AmeriFlex Group
Nevada
$1.64K
VCM
255
Versant Capital Management
Arizona
$1.55K
CW
256
Curio Wealth
Maryland
$1.55K +$1.05K +40 New
KWM
257
Kiker Wealth Management
Georgia
$1.44K
Pacer Advisors
258
Pacer Advisors
Pennsylvania
$1.36K -$864 -33 -49%
GI
259
GAMMA Investing
California
$1.32K -$943 -36 -51%
OWP
260
ORG Wealth Partners
Texas
$1.27K
AssetMark Inc
261
AssetMark Inc
California
$1.2K +$812 +31 New
IRC
262
Investors Research Corp
Georgia
$1.17K -$262 -10 -25%
KG
263
Kilter Group
New York
$1.13K +$760 +29 New
RBC
264
Roble Belko & Company
Pennsylvania
$1K
FCG
265
Financial Connections Group
California
$1K +$1.05K +40 New
SC
266
Stephens Consulting
Michigan
$972
BMC
267
Bear Mountain Capital
Washington
$936
RA
268
Rise Advisors
New York
$855 +$576 +22 New
CYG
269
Clean Yield Group
Vermont
$777
MYIA
270
Mount Yale Investment Advisors
Colorado
$777 +$524 +20 New
PMFA
271
Plante Moran Financial Advisors
Michigan
$660
RAM
272
Riggs Asset Management
Pennsylvania
$622 +$419 +16 New
AA
273
Addison Advisors
Vermont
$195
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$194 -$917 -35 -88%
LWMI
275
Legacy Wealth Management (Idaho)
Idaho
$117

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.