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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
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$1.79M -$117K -4,467 -9%
N
77
Natixis
France
$1.74M +$36.4K +1,388 +3%
PCM
78
Penserra Capital Management
California
$1.73M +$1.16M +44,419 New
BIP
79
Bouvel Investment Partners
Pennsylvania
$1.71M +$1.16M +44,143 New
Jane Street
80
Jane Street
New York
$1.71M +$1.15M +44,022 New
Wolverine Trading
81
Wolverine Trading
Illinois
$1.56M -$526K -20,085 -32%
EWA
82
EverSource Wealth Advisors
Alabama
$1.51M +$1.01M +38,671 +19,831%
CMS
83
Capital Market Strategies
Florida
$1.49M -$259K -9,887 -21%
Handelsbanken Fonder
84
Handelsbanken Fonder
Sweden
$1.47M +$677K +25,843 +217%
AWS
85
Atria Wealth Solutions
New York
$1.44M +$45.1K +1,723 +5%
Group One Trading
86
Group One Trading
Illinois
$1.42M +$960K +36,649 New
IEFM
87
IQ EQ Fund Management
Ireland
$1.42M +$350K +13,369 +58%
WG
88
Winton Group
United Kingdom
$1.37M +$922K +35,184 New
AWS
89
Arkfeld Wealth Strategies
Nebraska
$1.36M +$28.5K +1,087 +4%
Simplex Trading
90
Simplex Trading
Illinois
$1.33M +$252K +9,617 +39%
PP
91
PDT Partners
New York
$1.32M -$2.28M -87,029 -72%
AQR Capital Management
92
AQR Capital Management
Connecticut
$1.27M +$859K +32,811 New
SPIA
93
Steward Partners Investment Advisory
New York
$1.27M +$44.5K +1,700 +5%
RPCONE
94
Retirement Planning Company of New England
Rhode Island
$1.24M -$3.09K -118 -0.4%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$1.23M +$420K +16,029 +102%
MMEA
96
Main Management ETF Advisors
California
$1.14M +$12.6K +480 +2%
HighTower Advisors
97
HighTower Advisors
Illinois
$1.1M -$150K -5,743 -17%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$1.09M -$882K -33,663 -55%
EF
99
Empowered Funds
Pennsylvania
$1.09M +$733K +27,987 New
PWM
100
Perigon Wealth Management
California
$988K +$666K +25,437 New

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.