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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
FRA
276
Front Row Advisors
California
$10.8K +$10.1K +200 New
HWA
277
HHM Wealth Advisors
Tennessee
$9.97K +$9.35K +185 New
IA
278
IFS Advisors
Kansas
$9.81K
CT
279
Clearstead Trust
Maine
$9.32K
WFA
280
West Financial Advisors
Iowa
$8.09K
WANY
281
Wealthspire Advisors (New York)
New York
$7.92K +$7.43K +147 New
TWC
282
TD Waterhouse Canada
Ontario, Canada
$7.84K -$1.77K -35 -21%
MMCM
283
Murphy & Mullick Capital Management
New York
$7.73K
GWM
284
Geneos Wealth Management
Colorado
$6.9K -$3.84K -76 -37%
DWM
285
Darwin Wealth Management
Florida
$6.74K
RWM
286
Rialto Wealth Management
New York
$6.47K
APW
287
Aventura Private Wealth
Florida
$6.04K +$5.66K +112 New
CI Investments Inc
288
CI Investments Inc
Ontario, Canada
$6K +$2.33K +46 +62%
FC
289
Fairscale Capital
New Hampshire
$5.44K
AAS
290
Ameritas Advisory Services
Nebraska
$5.39K
BTD
291
BankPlus Trust Department
Mississippi
$5.39K
EB
292
Eastern Bank
Massachusetts
$5.39K
HC
293
Hurley Capital
New York
$5.39K +$5.05K +100 New
OP
294
ORG Partners
Indiana
$5.39K +$5.05K +100 New
SHIM
295
Stone House Investment Management
Pennsylvania
$5.39K +$5.05K +100 New
GWP
296
Gen-Wealth Partners
Michigan
$4.42K
BWL
297
Bogart Wealth LLC
Virginia
$4.1K +$404 +8 +12%
RBC
298
Roble Belko & Company
Pennsylvania
$4K +$1.72K +34 +94%
EP
299
Essential Partners
California
$3.67K
FFO
300
Fortitude Family Office
Arizona
$3.4K +$505 +10 +19%

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.