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Symbotic
SYM

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
221
Holders Change
–
Holders Change %
0%
% of All Funds
2.96%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
48
Increased
89
Reduced
41
Closed
42
Calls
$64.4M
Puts
$58.1M
Net Calls
+$6.29M
Net Calls Change
+$30M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$16.6M
2
Millennium Management
Millennium Management
New York
+$10.6M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$8.81M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$6.28M
5
CSS
Cubist Systematic Strategies
Connecticut
+$5.8M

Top Sellers

1
Invesco
Invesco
Georgia
-$12.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$10.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.59M
4
HCM
Hodges Capital Management
Texas
-$6.63M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$6.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mitsubishi UFJ Asset Management
101
Mitsubishi UFJ Asset Management
Japan
$348K +$19.3K +757 +5%
Mirae Asset Global Investments
102
Mirae Asset Global Investments
South Korea
$348K +$77.2K +3,024 +21%
XT
103
XTX Topco
Cayman Islands
$324K +$409K +16,010 New
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$316K +$69.9K +2,737 +21%
FDS
105
First Dallas Securities
Texas
$306K -$60K -2,350 -13%
LIP
106
Lighthouse Investment Partners
Florida
$303K +$383K +15,000 New
Pathstone Holdings
107
Pathstone Holdings
New Jersey
$290K +$33.9K +1,328 +10%
HCM
108
Hodges Capital Management
Texas
$290K -$6.63M -259,491 -95%
GG
109
Greenwood Gearhart
Arkansas
$287K – – –
Squarepoint
110
Squarepoint
New York
$287K +$363K +14,203 New
AAG
111
Armstrong Advisory Group
Massachusetts
$279K – – –
SWM
112
Spire Wealth Management
Virginia
$275K +$25.9K +1,012 +8%
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$268K +$34.7K +1,357 +11%
IPW
114
Intergy Private Wealth
Colorado
$265K – – –
SS
115
Sunbelt Securities
Texas
$262K +$3.45K +135 +1%
MML Investors Services
116
MML Investors Services
Massachusetts
$259K -$82K -3,212 -20%
JG
117
Jain Global
New York
$249K +$314K +12,300 New
ASRS
118
Arizona State Retirement System
Arizona
$247K +$4.78K +187 +2%
BCV
119
Banque Cantonale Vaudoise
Switzerland
$245K +$309K +12,109 New
Handelsbanken Fonder
120
Handelsbanken Fonder
Sweden
$240K – – –
HF
121
HRT Financial
New York
$235K +$298K +11,661 New
WWM
122
Western Wealth Management
Colorado
$231K -$23K -900 -7%
VIP
123
Vista Investment Partners
Oklahoma
$217K -$14.2K -556 -5%
RS
124
Rakuten Securities
Japan
$208K +$70.3K +2,752 +36%
Holocene Advisors
125
Holocene Advisors
New York
$205K +$259K +10,140 New
3 4
5
6 7

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.