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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
TWD
276
True Wealth Design
Ohio
$117
LIS
277
Legacy Investment Solutions
Idaho
$117 +$79 +3 New
Canada Pension Plan Investment Board
278
Canada Pension Plan Investment Board
Ontario, Canada
-$4.97M -245,800 Closed
CSS
279
Cubist Systematic Strategies
Connecticut
-$5.95M -227,097 Closed
Citadel Advisors
280
Citadel Advisors
Florida
-$3.93M -149,869 Closed
Twin Tree Management
281
Twin Tree Management
Texas
-$1.67M -82,409 Closed
LFS
282
Littlejohn Financial Services
Oregon
-$909K -44,982 Closed
MG
283
Marex Group
-$686K -33,931 Closed
EGM
284
Engineers Gate Manager
New York
-$614K -30,384 Closed
SI
285
Symmetry Investments
Jersey
-$576K -28,495 Closed
Envestnet Asset Management
286
Envestnet Asset Management
Illinois
-$447K -22,118 Closed
Marshall Wace
287
Marshall Wace
United Kingdom
-$349K -17,261 Closed
XT
288
XTX Topco
Cayman Islands
-$324K -16,010 Closed
FDS
289
First Dallas Securities
Texas
-$306K -15,150 Closed
LIP
290
Lighthouse Investment Partners
Florida
-$303K -15,000 Closed
Pathstone Holdings
291
Pathstone Holdings
New Jersey
-$290K -14,350 Closed
Squarepoint
292
Squarepoint
New York
-$287K -14,203 Closed
JG
293
Jain Global
New York
-$249K -12,300 Closed
WWM
294
Western Wealth Management
Colorado
-$231K -11,450 Closed
Holocene Advisors
295
Holocene Advisors
New York
-$205K -10,140 Closed
PAS
296
Point72 Asia (Singapore)
Singapore
-$153K -7,554 Closed
PEAK6
297
PEAK6
Illinois
-$162K -6,183 Closed
TRCT
298
Tower Research Capital (TRC)
New York
-$102K -5,044 Closed
OAM
299
Ostrum Asset Management
France
-$41.6K -2,058 Closed
CWC
300
Carolinas Wealth Consulting
North Carolina
-$26.5K -1,310 Closed

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.