Symbotic
224 hedge funds and large institutions have $2.09B invested in Symbotic in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 90 increasing their positions, 42 reducing their positions, and 42 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 42
20% more capital inflows, than outflows
Capital inflows: $128M | Capital outflows: $107M
17% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 42
11% more call options, than puts
Call options by funds: $64.4M | Put options by funds: $58.1M
0% more funds holding
Funds holding: 223 → 224 (+1)
0.54% less ownership
Funds ownership: 96.47% → 95.92% (-0.54%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$16.6M |
| 2 |
Millennium Management
New York
|
+$10.6M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$8.81M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$6.28M |
| 5 |
Cubist Systematic Strategies
Stamford,
Connecticut
|
+$5.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$12.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$10.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.59M |
| 4 |
Hodges Capital Management
Dallas,
Texas
|
-$6.63M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$6.57M |
SYM Hedge Fund Activity: Q1 2025 in Review
224 of the 7,487 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q1 2025, worth a combined $2.09B — down 14% from $2.43B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new SYM positions and 42 closed out — a net gain of 7 holders — while 90 added to existing stakes and 42 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $16.6M. The largest seller was Invesco, cutting an estimated $12.8M.
- 224 institutional investors held Symbotic (SYM) as of Q1 2025, up from 223 in Q4 2024.
- Funds reported $2.09B of Symbotic stock for Q1 2025, down 14% quarter-over-quarter.
- 49 funds opened new Symbotic positions in Q1 2025 and 42 closed out, a net change of +7 holders.
- The largest Symbotic buyer in Q1 2025 was Morgan Stanley, an estimated $16.6M added.
- The largest Symbotic seller in Q1 2025 was Invesco, an estimated $12.8M sold.
Based on aggregated 13F filings for Q1 2025.