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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
TRCT
301
Tower Research Capital (TRC)
New York
$3.34K +$3.13K +62 New
HWM
302
HighMark Wealth Management
Minnesota
$3K +$2.83K +56 New
GWSG
303
GPS Wealth Strategies Group
Colorado
$2.69K
BC
304
Barrett & Company
Rhode Island
$2.69K +$2.53K +50 New
KG
305
Kilter Group
New York
$2.21K +$606 +12 +41%
VCM
306
Versant Capital Management
Arizona
$2.16K
Pacer Advisors
307
Pacer Advisors
Pennsylvania
$2.1K +$202 +4 +11%
FCG
308
Financial Connections Group
California
$2K
GI
309
GAMMA Investing
California
$1.83K
OWP
310
ORG Wealth Partners
Texas
$1.72K
Barclays
311
Barclays
United Kingdom
$1.67K -$502K -9,934 -100%
IRC
312
Investors Research Corp
Georgia
$1.62K
BMC
313
Bear Mountain Capital
Washington
$1.42K +$152 +3 +18%
AssetMark Inc
314
AssetMark Inc
California
$1.4K -$253 -5 -16%
SC
315
Stephens Consulting
Michigan
$1.35K
KHC
316
Koesten Hirschmann & Crabtree
Kansas
$1.35K +$1.26K +25 New
RA
317
Rise Advisors
New York
$1.19K
CYG
318
Clean Yield Group
Vermont
$1.08K
AUB
319
Atlantic Union Bankshares
Virginia
$1.08K +$1.01K +20 New
AW
320
Avion Wealth
Texas
$1K
CI
321
CX Institutional
Indiana
$1K +$1.26K +25 New
MCM
322
Manchester Capital Management
Vermont
$593 +$556 +11 New
CIAM
323
Caitong International Asset Management
Hong Kong
$539 -$21.6K -427 -98%
RFP
324
Root Financial Partners
California
$431 +$404 +8 New
TWD
325
True Wealth Design
Ohio
$378 +$202 +4 +133%

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.