We are live on ! Find out more
SYM icon

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
SRL
101
Scientech Research LLC
New Jersey
$978K +$659K +25,166 New
M&T Bank
102
M&T Bank
New York
$966K +$107K +4,084 +20%
JP Morgan Chase
103
JP Morgan Chase
New York
$955K -$11.2K -428 -2%
Mitsubishi UFJ Asset Management
104
Mitsubishi UFJ Asset Management
Japan
$869K +$135K +5,161 +30%
PFS
105
Prospera Financial Services
Texas
$861K +$581K +22,168 New
Ameriprise
106
Ameriprise
Minnesota
$825K -$216K -8,247 -28%
Russell Investments Group
107
Russell Investments Group
United Kingdom
$804K +$542K +20,698 New
Polen Capital Management
108
Polen Capital Management
Florida
$777K +$524K +20,003 New
SWM
109
Spire Wealth Management
Virginia
$754K +$152K +5,808 +43%
BAM
110
Bosun Asset Management
Illinois
$729K +$491K +18,752 New
Mirae Asset Global Investments
111
Mirae Asset Global Investments
South Korea
$719K +$33.3K +1,271 +7%
Janus Henderson Group
112
Janus Henderson Group
United Kingdom
$677K
PA
113
Pinnacle Associates
New York
$671K
SSA
114
Schonfeld Strategic Advisors
New York
$642K +$433K +16,536 New
AWA
115
Arkadios Wealth Advisors
Georgia
$574K +$387K +14,784 New
SG Americas Securities
116
SG Americas Securities
New York
$568K -$507K -19,361 -57%
FCM
117
Fieldview Capital Management
Michigan
$562K -$531K -20,290 -58%
GG
118
Greenwood Gearhart
Arkansas
$552K
ASRS
119
Arizona State Retirement System
Arizona
$549K +$50.9K +1,944 +16%
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$549K +$138K +5,282 +60%
SA
121
Sanctuary Advisors
Indiana
$534K -$285K -10,888 -44%
BCM
122
Bayesian Capital Management
New York
$523K +$352K +13,453 New
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
$512K -$67.9K -2,594 -20%
IPW
124
Intergy Private Wealth
Colorado
$509K
NRD
125
Nebula Research & Development
New York
$501K +$338K +12,902 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.