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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
Mitsubishi UFJ Trust & Banking
26
Mitsubishi UFJ Trust & Banking
Japan
$11.9M -$921K -35,158 -10%
Invesco
27
Invesco
Georgia
$11.8M +$1.99M +75,828 +33%
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$11.8M -$12.9M -491,804 -62%
State Street
29
State Street
Massachusetts
$11.4M -$549K -20,949 -7%
First Trust Advisors
30
First Trust Advisors
Illinois
$10.9M -$1.82M -69,355 -20%
Axa
31
Axa
France
$10.8M -$2.14M -81,688 -23%
Charles Schwab
32
Charles Schwab
California
$8.98M -$10.7K -409 -0.2%
Ensign Peak Advisors
33
Ensign Peak Advisors
Utah
$8.67M +$658K +25,136 +13%
ONGA
34
O'Neil Global Advisors
California
$8.52M +$5.74M +219,168 New
Wells Fargo
35
Wells Fargo
California
$7.66M +$1.37M +52,299 +36%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$7.52M -$433K -16,516 -8%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$6.89M +$4.64M +177,232 New
Goldman Sachs
38
Goldman Sachs
New York
$5.61M -$1.94M -74,030 -34%
ZCI
39
Zevenbergen Capital Investments
Washington
$5.51M -$11M -421,122 -75%
YIH
40
Y-Intercept (HK)
Hong Kong
$5.5M +$3.71M +141,664 New
UBS AM
41
UBS AM
Illinois
$5.22M +$1.3M +49,547 +58%
William Blair & Company
42
William Blair & Company
Illinois
$5.1M -$117K -4,479 -3%
Millennium Management
43
Millennium Management
New York
$4.83M -$8.15M -311,141 -71%
Verition Fund Management
44
Verition Fund Management
Connecticut
$4.82M +$1.21M +46,269 +59%
ITFISA
45
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$4.72M +$190K +7,240 +6%
Northern Trust
46
Northern Trust
Illinois
$4.52M +$169K +6,435 +6%
DP
47
DDD Partners
Washington
$4.47M +$1.76M +67,006 +139%
Victory Capital Management
48
Victory Capital Management
Texas
$4.45M +$535K +20,436 +22%
MCM
49
Marathon Capital Management
Maryland
$4.12M -$56.7K -2,165 -2%
RFA
50
Register Financial Advisors
Georgia
$3.91M -$499K -19,050 -16%

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.