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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
IPW
151
Intergy Private Wealth
Colorado
$485K -$207K -4,094 -31%
HAIM
152
Hunter Associates Investment Management
Pennsylvania
$485K -$12.6K -250 -3%
TWP
153
Tyche Wealth Partners
Texas
$485K -$69.5K -1,375 -13%
KA
154
Kovack Advisors
Florida
$484K +$454K +8,977 New
VC
155
Veracity Capital
Georgia
$469K +$440K +8,706 New
SS
156
SBI Securities
Japan
$466K +$121K +2,386 +38%
KAS
157
Kestra Advisory Services
Texas
$464K -$181K -3,591 -29%
ST
158
Somerset Trust
Pennsylvania
$457K -$39.2K -776 -8%
BCV
159
Banque Cantonale Vaudoise
Switzerland
$452K -$184K -3,641 -30%
Polen Capital Management
160
Polen Capital Management
Florida
$452K -$587K -11,618 -58%
N
161
Natixis
France
$448K -$1.84M -36,428 -81%
LSA
162
Leonteq Securities AG
Switzerland
$428K -$65.2K -1,290 -14%
Mariner
163
Mariner
Kansas
$427K +$113K +2,234 +39%
Jones Financial Companies
164
Jones Financial Companies
Missouri
$419K +$69K +1,365 +20%
Focus Partners Wealth
165
Focus Partners Wealth
Massachusetts
$417K +$389K +7,698 New
FGA
166
Fortis Group Advisors
New Jersey
$413K -$116K -2,286 -31%
RP
167
Regal Partners
Australia
$406K +$381K +7,538 New
Pictet Asset Management
168
Pictet Asset Management
Switzerland
$400K +$34.3K +679 +10%
IA
169
Integrity Alliance
Iowa
$388K +$364K +7,206 New
WJA
170
Willis Johnson & Associates
Texas
$388K
SIG
171
Stonegate Investment Group
Alabama
$379K +$1.47K +29 +0.4%
MML Investors Services
172
MML Investors Services
Massachusetts
$369K -$137K -2,711 -28%
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
$361K -$274K -5,422 -51%
OBWG
174
Onyx Bridge Wealth Group
New York
$358K -$107K -2,125 -24%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$357K +$13.8K +273 +4%

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.