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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
KAS
126
Kestra Advisory Services
Texas
$474K +$320K +12,203 New
CA
127
CoreCap Advisors
Michigan
$470K +$143K +5,456 +82%
BCV
128
Banque Cantonale Vaudoise
Switzerland
$467K -$2.12K -81 -0.7%
HF
129
HRT Financial
New York
$457K +$2.93K +112 +1%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$441K +$229K +8,761 +337%
VA
131
Vident Advisory
Georgia
$440K +$296K +11,316 New
JWCA
132
J.W. Cole Advisors
Florida
$414K +$279K +10,649 New
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$411K +$277K +10,582 New
TWP
134
Tyche Wealth Partners
Texas
$403K +$271K +10,365 New
FGA
135
Fortis Group Advisors
New Jersey
$398K +$193K +7,383 New
KK
136
KLP Kapitalforvaltning
Norway
$389K +$47.1K +1,800 +22%
FC
137
FORA Capital
Florida
$388K +$261K +9,977 New
Barclays
138
Barclays
United Kingdom
$387K +$24.9K +951 +11%
MML Investors Services
139
MML Investors Services
Massachusetts
$371K -$84.7K -3,235 -25%
HAIM
140
Hunter Associates Investment Management
Pennsylvania
$361K +$242K +9,225 New
ST
141
Somerset Trust
Pennsylvania
$360K +$242K +9,255 New
LSA
142
Leonteq Securities AG
Switzerland
$359K -$364K -13,899 -60%
RP
143
Riverbridge Partners
Minnesota
$358K +$241K +9,219 New
RS
144
Rakuten Securities
Japan
$343K -$38.8K -1,481 -14%
OBWG
145
Onyx Bridge Wealth Group
New York
$341K +$230K +8,765 New
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$338K +$228K +8,693 New
Manulife (Manufacturers Life Insurance)
147
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$332K +$224K +8,544 New
CA
148
Calton & Associates
Florida
$330K +$223K +8,499 New
Universal-Beteiligungs- und Servicegesellschaft
149
Universal-Beteiligungs- und Servicegesellschaft
Germany
$330K +$222K +8,489 New
GSF
150
Grove Street Fiduciary
New Hampshire
$328K +$221K +8,445 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.