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Symbotic
SYM

221 hedge funds and large institutions have $2.09B invested in Symbotic in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 41 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 41

14% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 42

11% more call options, than puts

Call options by funds: $64.4M | Put options by funds: $58.1M

0% more funds holding

Funds holding: 221 → 221 (0)

0.54% less ownership

Funds ownership: 96.46% → 95.92% (-0.54%)

14% less capital invested

Capital invested by funds: $2.43B → $2.09B (-$345M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
221
Holders Change
–
Holders Change %
0%
% of All Funds
2.96%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
48
Increased
89
Reduced
41
Closed
42
Calls
$64.4M
Puts
$58.1M
Net Calls
+$6.29M
Net Calls Change
+$30M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$16.6M
2
Millennium Management
Millennium Management
New York
+$10.6M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$8.81M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$6.28M
5
CSS
Cubist Systematic Strategies
Connecticut
+$5.8M

Top Sellers

1
Invesco
Invesco
Georgia
-$12.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$10.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.59M
4
HCM
Hodges Capital Management
Texas
-$6.63M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$6.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
51
UBS AM
Illinois
$1.72M +$283K +11,098 +15%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$1.71M +$484K +18,967 +29%
Twin Tree Management
53
Twin Tree Management
Texas
$1.67M -$1.87M -73,320 -47%
Swiss National Bank
54
Swiss National Bank
Switzerland
$1.67M +$17.9K +700 +0.9%
TFCM
55
Taylor Frigon Capital Management
Arizona
$1.66M -$30.9K -1,209 -1%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$1.61M +$544K +21,304 +37%
Verition Fund Management
57
Verition Fund Management
Connecticut
$1.57M +$1.5M +58,680 +306%
SEI Investments
58
SEI Investments
Pennsylvania
$1.52M +$433K +16,948 +29%
FM
59
Freemont Management
Switzerland
$1.48M +$1.87M +73,200 New
Balyasny Asset Management
60
Balyasny Asset Management
Illinois
$1.4M +$852K +33,373 +93%
LPL Financial
61
LPL Financial
California
$1.39M +$648K +25,364 +59%
Amundi
62
Amundi
France
$1.32M +$638K +24,993 +53%
Wolverine Trading
63
Wolverine Trading
Illinois
$1.25M +$1.59M +62,093 New
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$1.25M +$946K +37,053 +150%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$1.22M +$407K +15,947 +36%
Dimensional Fund Advisors
66
Dimensional Fund Advisors
Texas
$1.19M +$233K +9,124 +18%
1WA
67
180 Wealth Advisors
Washington
$1.08M +$383K +14,999 +39%
TCM
68
Tanaka Capital Management
New York
$1.08M -$493K -19,312 -27%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$1.02M +$46.3K +1,814 +4%
LCWP
70
Legacy Capital Wealth Partners
Arkansas
$993K – – –
CMS
71
Capital Market Strategies
Florida
$973K +$367K +14,357 +42%
DP
72
DDD Partners
Washington
$972K +$488K +19,091 +66%
LFS
73
Littlejohn Financial Services
Oregon
$909K +$304K +11,915 +36%
N
74
Natixis
France
$878K +$216K +8,444 +24%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$723K – – –
1 2
3
4 5

SYM Hedge Fund Activity: Q1 2025 in Review

221 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q1 2025, worth a combined $2.09B — down 14% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SYM positions and 42 closed out — a net gain of 6 holders — while 89 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.6M. The largest seller was Invesco, cutting an estimated $12.8M.

  • 221 institutional investors held Symbotic (SYM) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $2.09B of Symbotic stock for Q1 2025, down 14% quarter-over-quarter.
  • 48 funds opened new Symbotic positions in Q1 2025 and 42 closed out, a net change of +6 holders.
  • The largest Symbotic buyer in Q1 2025 was Morgan Stanley, an estimated $16.6M added.
  • The largest Symbotic seller in Q1 2025 was Invesco, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2025.