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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
HT
351
Headlands Technologies
Illinois
-$253K -6,508 Closed
Walleye Trading
352
Walleye Trading
New York
-$323K -6,386 Closed
JSSH
353
J. Safra Sarasin Holding
-$233K -6,000 Closed
AT
354
American Trust
Kentucky
-$210K -5,401 Closed
Lazard Asset Management
355
Lazard Asset Management
New York
-$167K -4,321 Closed
TIM
356
Total Investment Management
Arizona
-$132K -3,400 Closed
UIA
357
Ulland Investment Advisors
Minnesota
-$86K -2,225 Closed
WC
358
Wexford Capital
Florida
-$41K -1,054 Closed
AF
359
Alerus Financial
North Dakota
-$22.2K -572 Closed
BIG
360
Brooklyn Investment Group
New York
-$10.5K -271 Closed
EWM
361
Evolution Wealth Management
Florida
-$7.77K -200 Closed
NC
362
NewSquare Capital
Pennsylvania
-$7.77K -200 Closed
BCMLT
363
Beacon Capital Management LLC (Tennessee)
Tennessee
-$4.39K -113 Closed
CW
364
Curio Wealth
Maryland
-$1.55K -40 Closed
KWM
365
Kiker Wealth Management
Georgia
-$1.44K -37 Closed
MYIA
366
Mount Yale Investment Advisors
Colorado
-$777 -20 Closed
PMFA
367
Plante Moran Financial Advisors
Michigan
-$660 -17 Closed
RAM
368
Riggs Asset Management
Pennsylvania
-$622 -16 Closed
CCM
369
Cloud Capital Management
Washington
+$101 +2 New
HWM
370
Hemington Wealth Management
Virginia
+$606 +12 New
FIA
371
FNY Investment Advisers
New York
+$708 +14 New

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.