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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
BAMF
51
BI Asset Management Fondsmaeglerselskab
Denmark
$5.17M +$4.85M +95,872 New
SEI Investments
52
SEI Investments
Pennsylvania
$5.13M +$234K +4,640 +5%
Swiss National Bank
53
Swiss National Bank
Switzerland
$5.13M +$126K +2,500 +3%
IEFM
54
IQ EQ Fund Management
Ireland
$5.05M +$2.89M +57,224 +157%
BLAM
55
Bourne Lent Asset Management
New York
$4.76M
UBS AM
56
UBS AM
Illinois
$4.75M -$2.34M -46,261 -34%
Osaic Holdings
57
Osaic Holdings
Arizona
$4.56M -$155K -3,075 -3%
SPS
58
Susquehanna Portfolio Strategies
Pennsylvania
$4.4M +$45.5K +900 +1%
ITFISA
59
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$4.22M -$2.19M -43,270 -36%
BA
60
Bridgewater Associates
Connecticut
$4.18M +$3.92M +77,620 New
RFA
61
Register Financial Advisors
Georgia
$4.16M -$1.19M -23,475 -23%
Dimensional Fund Advisors
62
Dimensional Fund Advisors
Texas
$3.99M +$729K +14,419 +24%
SG Americas Securities
63
SG Americas Securities
New York
$3.99M +$3M +59,331 +406%
RAM
64
Robocap Asset Management
United Kingdom
$3.91M -$1.15M -22,838 -24%
Stifel Financial
65
Stifel Financial
Missouri
$3.89M -$1.19M -23,533 -25%
VCM
66
Voleon Capital Management
California
$3.87M +$3.63M +71,794 New
Bank of New York Mellon
67
Bank of New York Mellon
New York
$3.63M +$816K +16,147 +31%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$3.29M -$737K -14,581 -19%
1WA
69
180 Wealth Advisors
Washington
$3.12M -$35.9K -711 -1%
AAM
70
Advisors Asset Management
Colorado
$3.03M +$267K +5,287 +10%
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$3.01M -$1.02M -20,272 -27%
LCWP
72
Legacy Capital Wealth Partners
Arkansas
$2.87M
Victory Capital Management
73
Victory Capital Management
Texas
$2.81M -$3.15M -62,296 -54%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$2.78M
LCM
75
Legato Capital Management
California
$2.75M +$2.58M +51,000 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.