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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
RPCONE
101
Retirement Planning Company of New England
Rhode Island
$1.43M -$271K -5,357 -17%
HighTower Advisors
102
HighTower Advisors
Illinois
$1.43M -$83.7K -1,656 -6%
JP Morgan Chase
103
JP Morgan Chase
New York
$1.4M +$74.4K +1,473 +6%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$1.33M -$353K -6,987 -22%
Group One Trading
105
Group One Trading
Illinois
$1.26M -$672K -13,292 -36%
Amundi
106
Amundi
France
$1.23M -$2.74M -54,160 -75%
Mitsubishi UFJ Asset Management
107
Mitsubishi UFJ Asset Management
Japan
$1.21M +$3.54K +70 +0.3%
SWM
108
Spire Wealth Management
Virginia
$1.18M +$128K +2,523 +13%
Janus Henderson Group
109
Janus Henderson Group
United Kingdom
$1.15M +$196K +3,880 +22%
ES
110
Element Squared
Minnesota
$1.14M +$1.07M +21,081 New
HSA
111
Hussman Strategic Advisors
Maryland
$1.13M +$1.06M +21,000 New
Russell Investments Group
112
Russell Investments Group
United Kingdom
$1.06M -$48.5K -960 -5%
Mirae Asset Global Investments
113
Mirae Asset Global Investments
South Korea
$1.02M +$22.2K +440 +2%
Ameriprise
114
Ameriprise
Minnesota
$992K -$143K -2,838 -13%
Walleye Capital
115
Walleye Capital
New York
$992K +$757K +14,971 +437%
OBAM
116
ODDO BHF Asset Management
France
$930K +$872K +17,261 New
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$856K +$802K +15,874 New
PFS
118
Prospera Financial Services
Texas
$810K -$361K -7,146 -32%
ASRS
119
Arizona State Retirement System
Arizona
$782K +$18.7K +371 +3%
Pathstone Holdings
120
Pathstone Holdings
New Jersey
$782K +$733K +14,512 New
XT
121
XTX Topco
Cayman Islands
$778K +$729K +14,428 New
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$771K +$723K +14,297 New
GG
123
Greenwood Gearhart
Arkansas
$766K
CA
124
CoreCap Advisors
Michigan
$762K +$104K +2,055 +17%
JWCA
125
J.W. Cole Advisors
Florida
$739K +$155K +3,069 +29%

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.