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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
SPC
176
Sigma Planning Corp
Michigan
$235K +$158K +6,042 New
JSSH
177
J. Safra Sarasin Holding
$233K +$157K +6,000 New
Vontobel Holding
178
Vontobel Holding
Switzerland
$225K +$152K +5,800 New
MC
179
Moors & Cabot
Massachusetts
$223K +$150K +5,730 New
Mariner
180
Mariner
Kansas
$221K +$149K +5,689 New
AT
181
American Trust
Kentucky
$210K +$141K +5,401 New
VPIM
182
Vanguard Personalized Indexing Management
California
$205K +$138K +5,287 New
TI
183
Tidal Investments
Wisconsin
$204K +$137K +5,246 New
PAG
184
Private Advisor Group
New Jersey
$202K +$136K +5,199 New
VanEck Associates
185
VanEck Associates
New York
$193K +$25.7K +982 +25%
Lazard Asset Management
186
Lazard Asset Management
New York
$167K +$113K +4,321 New
US Bancorp
187
US Bancorp
Minnesota
$151K -$37.6K -1,437 -27%
MA
188
MCF Advisors
Kentucky
$138K
Walleye Capital
189
Walleye Capital
New York
$133K -$804K -30,703 -90%
TIM
190
Total Investment Management
Arizona
$132K +$89.1K +3,400 New
JEST
191
JTC Employer Solutions Trustee
Jersey
$105K +$70.6K +2,694 New
FDCDDQ
192
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K +$21K +800 +43%
Deutsche Bank
193
Deutsche Bank
Germany
$93.9K +$52.4K +1,999 +478%
A
194
AlphaQuest
New York
$86.7K -$14.9K -568 -20%
UIA
195
Ulland Investment Advisors
Minnesota
$86K +$18.3K +700 +46%
PTC
196
Private Trust Company
Ohio
$85.5K +$5.24K +200 +10%
CA
197
Crewe Advisors
Utah
$73.8K -$210 -8 -0.4%
RhumbLine Advisers
198
RhumbLine Advisers
Massachusetts
$68.7K
FFA
199
Farther Finance Advisors
California
$68.6K +$8.96K +342 +24%
KBC Group
200
KBC Group
Belgium
$66K +$44.5K +1,699 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.