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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
Wolverine Trading
76
Wolverine Trading
Illinois
$2.63M +$354K +6,997 +17%
MA
77
Mutual Advisors
Nebraska
$2.42M +$1.8M +35,612 New
Citigroup
78
Citigroup
New York
$2.41M -$711K -14,067 -24%
BIP
79
Bouvel Investment Partners
Pennsylvania
$2.4M +$17K +336 +0.8%
EGM
80
Engineers Gate Manager
New York
$2.38M +$2.24M +44,239 New
TFCM
81
Taylor Frigon Capital Management
Arizona
$2.38M -$1.64M -32,501 -42%
TCM
82
Tanaka Capital Management
New York
$2.34M +$2.2M +43,454 New
EWA
83
EverSource Wealth Advisors
Alabama
$2.3M +$195K +3,854 +10%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$2.19M -$270K -5,344 -12%
MCM
85
Marathon Capital Management
Maryland
$2.13M -$3.37M -66,655 -63%
ACM
86
Aquatic Capital Management
Illinois
$2.12M +$1.99M +39,407 New
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$2M +$458K +9,066 +32%
AQR Capital Management
88
AQR Capital Management
Connecticut
$1.95M +$168K +3,327 +10%
Balyasny Asset Management
89
Balyasny Asset Management
Illinois
$1.92M -$2.96M -58,620 -62%
SPIA
90
Steward Partners Investment Advisory
New York
$1.91M +$129K +2,562 +8%
GSF
91
Grove Street Fiduciary
New Hampshire
$1.89M +$1.34M +26,555 +314%
PP
92
PDT Partners
New York
$1.83M -$1.52K -30 -0.1%
AWS
93
Arkfeld Wealth Strategies
Nebraska
$1.81M -$2.12K -42 -0.1%
CCIA
94
Cherry Creek Investment Advisors
Colorado
$1.78M +$1.67M +33,005 New
EF
95
Empowered Funds
Pennsylvania
$1.71M +$190K +3,763 +13%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$1.68M -$1.18M -23,264 -43%
BIM
97
Barton Investment Management
Pennsylvania
$1.64M +$1.54M +30,425 New
Universal-Beteiligungs- und Servicegesellschaft
98
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.59M +$1.07M +21,099 +249%
PWM
99
Perigon Wealth Management
California
$1.59M +$205K +4,063 +16%
M&T Bank
100
M&T Bank
New York
$1.48M +$127K +2,520 +10%

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.