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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
NA
201
NewEdge Advisors
Louisiana
$49.6K +$15K +573 +82%
CA
202
Centerpoint Advisors
Massachusetts
$47K
VIS
203
Vega Investment Solutions
France
$42.8K -$25.1K -957 -47%
WC
204
Wexford Capital
Florida
$41K +$27.6K +1,054 New
CA
205
Clearstead Advisors
Ohio
$38.9K -$1.73K -66 -6%
PP
206
Pingora Partners
Wyoming
$38.9K
AAP
207
Arax Advisory Partners
Colorado
$38.9K +$18.3K +700 +233%
GCM
208
Gables Capital Management
Florida
$38.9K +$26.2K +1,000 New
CWP
209
Concord Wealth Partners
Virginia
$34.6K
AF
210
Advisornet Financial
Minnesota
$32.2K +$21.7K +828 New
IWP
211
IAG Wealth Partners
Wisconsin
$31.9K +$21.5K +820 New
NFSG
212
Newbridge Financial Services Group
Florida
$31.1K
IA
213
IFP Advisors
Florida
$30K +$4.03K +154 +25%
RIL
214
Rothschild Investment LLC
Illinois
$27.2K -$13.1K -500 -42%
SA
215
SRH Advisors
Kansas
$25.3K
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
$23.2K
AF
217
Alerus Financial
North Dakota
$22.2K +$15K +572 New
HDIM
218
Hanson & Doremus Investment Management
Vermont
$22K
BNP Paribas Asset Management
219
BNP Paribas Asset Management
France
$18K +$12.2K +465 New
CIAM
220
Caitong International Asset Management
Hong Kong
$17K +$7.52K +287 +191%
AEPWM
221
Atlantic Edge Private Wealth Management
Florida
$15.5K +$10.5K +400 New
AF
222
Allworth Financial
California
$12.9K +$7.2K +275 +491%
S
223
SignatureFD
Georgia
$12.7K +$1.83K +70 +27%
BIG
224
Brooklyn Investment Group
New York
$10.5K -$2.15K -82 -23%
PA
225
Parallel Advisors
California
$10.3K +$4.4K +168 +173%

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.