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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
Franklin Resources
151
Franklin Resources
California
$324K +$218K +8,336 New
BHCM
152
Brevan Howard Capital Management
Jersey
$320K +$215K +8,226 New
VIP
153
Vista Investment Partners
Oklahoma
$309K -$73K -2,787 -26%
SS
154
Sunbelt Securities
Texas
$304K -$3.54K -135 -1%
AAG
155
Armstrong Advisory Group
Massachusetts
$295K -$110K -4,188 -36%
Comerica Bank
156
Comerica Bank
Texas
$288K -$429K -16,389 -69%
CIA
157
Concurrent Investment Advisors
Florida
$285K +$192K +7,325 New
Teacher Retirement System of Texas
158
Teacher Retirement System of Texas
Texas
$284K +$192K +7,315 New
WJA
159
Willis Johnson & Associates
Texas
$280K +$189K +7,200 New
GRP
160
Global Retirement Partners
California
$279K +$188K +7,194 New
HCM
161
Hodges Capital Management
Texas
$274K -$191K -7,300 -51%
SIG
162
Stonegate Investment Group
Alabama
$272K +$184K +7,007 New
Pictet Asset Management
163
Pictet Asset Management
Switzerland
$262K +$176K +6,733 New
PI
164
PFG Investments
New York
$255K +$172K +6,565 New
HT
165
Headlands Technologies
Illinois
$253K +$114K +4,337 +200%
Two Sigma Advisers
166
Two Sigma Advisers
New York
$249K +$168K +6,400 New
Jones Financial Companies
167
Jones Financial Companies
Missouri
$248K +$27.1K +1,035 +18%
Walleye Trading
168
Walleye Trading
New York
$248K +$167K +6,386 New
SW
169
SlateStone Wealth
Florida
$248K +$168K +6,395 New
CAM
170
Cresset Asset Management
Illinois
$248K +$167K +6,375 New
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$247K +$11.1K +422 +7%
Thrivent Financial for Lutherans
172
Thrivent Financial for Lutherans
Minnesota
$245K +$172K +6,573 New
IC
173
IEQ Capital
California
$245K +$165K +6,295 New
PF
174
Phoenix Financial
Israel
$245K +$165K +6,300 New
SS
175
SBI Securities
Japan
$243K +$49.4K +1,885 +43%

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.