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Symbotic
402 hedge funds and large institutions have $6.76B invested in Symbotic in 2025 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 127 increasing their positions, 94 reducing their positions, and 43 closing their positions.
New
Increased
Maintained
Reduced
Closed
170% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 43
35% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 94
27.77% more ownership
Funds ownership: 94.23% → 122.01% (+28%)
20% more funds holding
Funds holding: 335 → 402 (+67)
19% more capital invested
Capital invested by funds: $5.66B → $6.76B (+$1.1B)
13% more call options, than puts
Call options by funds: $210M | Put options by funds: $186M
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Holders
402
Holders Change
+67
Holders Change %
+20%
% of All Funds
4.89%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
116
Increased
127
Reduced
94
Closed
43
Calls
$210M
Puts
$186M
Net Calls
+$23.9M
Net Calls Change
+$3.65M
Top Buyers
| 1 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
+$1.72B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$148M |
| 3 |
JP Morgan Chase
New York
|
+$142M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$109M |
| 5 |
Morgan Stanley
New York
|
+$77M |
