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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
Teacher Retirement System of Texas
176
Teacher Retirement System of Texas
Texas
$344K -$47.3K -935 -13%
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
$344K -$117K -2,314 -27%
VPIM
178
Vanguard Personalized Indexing Management
California
$343K +$54K +1,068 +20%
DADC
179
D.A. Davidson & Co
Montana
$341K +$320K +6,332 New
IC
180
IEQ Capital
California
$340K +$606 +12 +0.2%
PF
181
Phoenix Financial
Israel
$340K
SW
182
SlateStone Wealth
Florida
$339K -$5.05K -100 -2%
Parallax Volatility Advisers
183
Parallax Volatility Advisers
California
$338K +$317K +6,269 New
PAG
184
Private Advisor Group
New Jersey
$334K +$50.1K +992 +19%
CIA
185
Concurrent Investment Advisors
Florida
$333K -$57.9K -1,146 -16%
DWG
186
Darden Wealth Group
Michigan
$331K +$311K +6,150 New
SPC
187
Sigma Planning Corp
Michigan
$321K -$4.5K -89 -1%
VanEck Associates
188
VanEck Associates
New York
$314K +$43.2K +854 +17%
Vontobel Holding
189
Vontobel Holding
Switzerland
$313K
RFN
190
RDA Financial Network
Iowa
$311K +$292K +5,777 New
WSC
191
Wellington Shields & Co
New York
$310K +$291K +5,750 New
CA
192
Calton & Associates
Florida
$307K -$142K -2,800 -33%
IWM
193
IHT Wealth Management
Illinois
$299K +$280K +5,547 New
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$296K +$277K +5,487 New
AG
195
Algert Global
California
$293K +$275K +5,440 New
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$289K +$271K +5,356 New
PTC
197
Private Trust Company
Ohio
$283K +$154K +3,050 +139%
SA
198
Sanctuary Advisors
Indiana
$278K -$434K -8,596 -62%
MC
199
Moors & Cabot
Massachusetts
$275K -$31.8K -630 -11%
PWM
200
Palumbo Wealth Management
New York
$275K +$257K +5,095 New

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.