Symbotic
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.
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)
Top Buyers
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$12.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$10.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.59M |
| 4 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$6.63M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$6.57M |
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.