We are live on ! Find out more
SYM icon

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
VA
126
Vident Advisory
Georgia
$728K +$111K +2,197 +19%
AWA
127
Arkadios Wealth Advisors
Georgia
$709K -$82.8K -1,639 -11%
PA
128
Pinnacle Associates
New York
$699K -$217K -4,290 -25%
MG
129
Marex Group
$669K +$628K +12,422 New
BFM
130
Boothbay Fund Management
New York
$665K +$623K +12,330 New
KPWS
131
Kestra Private Wealth Services
Texas
$625K +$586K +11,598 New
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$612K -$140K -2,764 -20%
FM
133
Freemont Management
Switzerland
$604K -$4.27M -84,400 -88%
Manulife (Manufacturers Life Insurance)
134
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$600K +$131K +2,595 +30%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$598K -$13.7K -272 -2%
VI
136
Versor Investments
New York
$562K +$527K +10,429 New
GAA
137
Green Alpha Advisors
Colorado
$557K +$522K +10,334 New
FC
138
FORA Capital
Florida
$542K +$4.2K +83 +0.8%
KK
139
KLP Kapitalforvaltning
Norway
$539K
D.E. Shaw & Co
140
D.E. Shaw & Co
New York
$538K -$20.6M -408,367 -98%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$536K -$32.5K -643 -6%
SRL
142
Scientech Research LLC
New Jersey
$533K -$772K -15,271 -61%
Financial Engines Advisors
143
Financial Engines Advisors
California
$530K +$497K +9,826 New
CPBTD
144
Central Pacific Bank - Trust Division
Hawaii
$515K +$483K +9,551 New
RS
145
Rakuten Securities
Japan
$508K +$31K +613 +7%
SS
146
Sunbelt Securities
Texas
$507K -$173K -3,427 -27%
RP
147
Riverbridge Partners
Minnesota
$497K
MSFP
148
Mark Sheptoff Financial Planning
Connecticut
$488K +$457K +9,050 New
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$486K +$456K +9,020 New
1832 Asset Management
150
1832 Asset Management
Ontario, Canada
$485K -$2.12M -42,000 -82%

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.