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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
Stifel Financial
51
Stifel Financial
Missouri
$3.72M +$2.51M +95,693 New
FM
52
Freemont Management
Switzerland
$3.71M +$587K +22,400 +31%
RAM
53
Robocap Asset Management
United Kingdom
$3.71M -$1.17M -44,810 -32%
Balyasny Asset Management
54
Balyasny Asset Management
Illinois
$3.66M +$650K +24,824 +36%
Osaic Holdings
55
Osaic Holdings
Arizona
$3.64M +$174K +6,643 +8%
Swiss National Bank
56
Swiss National Bank
Switzerland
$3.6M +$267K +10,200 +12%
LPL Financial
57
LPL Financial
California
$3.56M +$608K +23,216 +34%
SEI Investments
58
SEI Investments
Pennsylvania
$3.52M +$399K +15,218 +20%
BLAM
59
Bourne Lent Asset Management
New York
$3.43M
SPS
60
Susquehanna Portfolio Strategies
Pennsylvania
$3.14M +$2.11M +80,720 New
Amundi
61
Amundi
France
$3.05M +$1.21K +46 +0.1%
TFCM
62
Taylor Frigon Capital Management
Arizona
$2.98M -$140K -5,359 -7%
National Bank of Canada
63
National Bank of Canada
Quebec, Canada
$2.96M +$1.91M +72,967 +2,272%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$2.94M -$15.6M -595,564 -89%
Dimensional Fund Advisors
65
Dimensional Fund Advisors
Texas
$2.32M +$20.7K +791 +1%
Citigroup
66
Citigroup
New York
$2.29M -$1.37M -52,345 -47%
1WA
67
180 Wealth Advisors
Washington
$2.27M +$128K +4,901 +9%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$2.11M -$661K -25,248 -32%
BSG
69
Black Swift Group
Colorado
$2.07M +$1.4M +53,300 New
LCWP
70
Legacy Capital Wealth Partners
Arkansas
$2.07M +$106K +4,060 +8%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$2.01M +$415K +15,839 +44%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$1.99M -$243K -9,291 -15%
1832 Asset Management
73
1832 Asset Management
Ontario, Canada
$1.98M +$1.34M +51,000 New
AAM
74
Advisors Asset Management
Colorado
$1.98M +$411K +15,676 +44%
Capital Fund Management (CFM)
75
Capital Fund Management (CFM)
France
$1.79M -$5.44M -207,858 -82%

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.