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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
CWP
251
Concord Wealth Partners
Virginia
$47.9K
AF
252
Advisornet Financial
Minnesota
$45.2K +$505 +10 +1%
NFSG
253
Newbridge Financial Services Group
Florida
$43.1K
SA
254
Strategic Advocates
Utah
$41.5K +$38.9K +770 New
AG
255
AmeriFlex Group
Nevada
$37.9K +$33.4K +660 +1,500%
SA
256
SRH Advisors
Kansas
$36K +$910 +18 +3%
HDIM
257
Hanson & Doremus Investment Management
Vermont
$31K
MCM
258
MAI Capital Management
Ohio
$30.2K +$25.3K +500 +833%
BNP Paribas Asset Management
259
BNP Paribas Asset Management
France
$26K +$708 +14 +3%
PS
260
Principal Securities
Iowa
$23.7K +$22.2K +439 New
LFG
261
Larson Financial Group
Missouri
$22.1K +$20.7K +410 New
HI
262
Harbour Investments
Wisconsin
$21.1K +$11.9K +235 +150%
PA
263
Parallel Advisors
California
$19.9K +$5.31K +105 +40%
AAP
264
Arax Advisory Partners
Colorado
$19.9K -$31.9K -631 -63%
TFA
265
Toth Financial Advisory
Virginia
$18.1K +$13.6K +270 +415%
S
266
SignatureFD
Georgia
$17.7K
WWM
267
Wolff Wiese Magana
California
$16.2K +$15.2K +300 New
PFBT
268
Parkside Financial Bank & Trust
Missouri
$14.4K +$13.5K +268 New
FFL
269
Financial Freedom LLC
Ohio
$13.7K
NRG
270
Nemes Rush Group
Michigan
$13.6K
IWM
271
IMG Wealth Management
Florida
$12.9K
ATC
272
Adirondack Trust Company
New York
$11.7K +$11K +217 New
RIL
273
Rothschild Investment LLC
Illinois
$10.8K -$25.3K -500 -71%
AEPWM
274
Atlantic Edge Private Wealth Management
Florida
$10.8K -$10.1K -200 -50%
TCOV
275
Trust Company of Vermont
Vermont
$10.8K

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.