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Symbotic
SYM

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: 279 → 335 (+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: 7 → 7 (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

Top Buyers

Rank Fund Capital Flow
1
TI
Tidal Investments
Wisconsin
+$94.3M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$29.8M
3
Bank of America
Bank of America
North Carolina
+$19.2M
4
Renaissance Technologies
Renaissance Technologies
New York
+$16.1M
5
Franklin Resources
Franklin Resources
California
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$38.2M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$20.6M
3
FCM
Frontier Capital Management
Massachusetts
-$18.3M
4
TAM
Thematics Asset Management
France
-$18M
5
Axa
Axa
France
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
201
Thrivent Financial for Lutherans
Minnesota
$265K -$84K -1,663 -25%
GRP
202
Global Retirement Partners
California
$256K -$124K -2,446 -34%
CFG
203
Carr Financial Group
Massachusetts
$248K +$232K +4,600 New
MAM
204
MWA Asset Management
Massachusetts
$244K +$228K +4,520 New
WA
205
Waverly Advisors
Alabama
$243K +$228K +4,513 New
CAM
206
Cresset Asset Management
Illinois
$241K -$96.7K -1,913 -30%
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$230K +$82K +1,623 +61%
HCM
208
Hodges Capital Management
Texas
$229K -$142K -2,800 -40%
Creative Planning
209
Creative Planning
Kansas
$229K +$214K +4,241 New
PG
210
Patten Group
Tennessee
$228K +$214K +4,230 New
MPPLM
211
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$227K +$212K +4,204 New
WEG
212
World Equity Group
Illinois
$225K +$211K +4,175 New
Susquehanna International Group
213
Susquehanna International Group
Pennsylvania
$225K -$8.75M -173,063 -98%
DnB Asset Management
214
DnB Asset Management
Norway
$224K +$210K +4,159 New
SCA
215
Stonebridge Capital Advisors
Minnesota
$219K +$206K +4,068 New
JG
216
Jain Global
New York
$216K +$202K +4,006 New
AC
217
Addison Capital
Pennsylvania
$216K +$202K +4,000 New
TD Asset Management
218
TD Asset Management
Ontario, Canada
$208K +$195K +3,854 New
NWA
219
Navis Wealth Advisors
New York
$206K +$193K +3,822 New
OA
220
Oak Associates
Ohio
$205K +$192K +3,808 New
NRC
221
New Republic Capital
North Carolina
$203K +$191K +3,771 New
WSCM
222
Wellington Shields Capital Management
New York
$193K +$181K +3,581 New
MA
223
MCF Advisors
Kentucky
$192K – – –
ASN
224
Advisory Services Network
Georgia
$172K +$161K +3,193 New
AAG
225
Armstrong Advisory Group
Massachusetts
$167K -$227K -4,492 -59%
7 8
9
10 11

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.