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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
SoftBank Group
1
SoftBank Group
Japan
$1.55B
WI
2
Walmart Inc
Arkansas
$583M
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$522M -$6.98M -266,352 -2%
SSI
4
SVF Sponsor III
California
$353M
Vanguard Group
5
Vanguard Group
Pennsylvania
$179M +$609K +23,241 +0.5%
Morgan Stanley
6
Morgan Stanley
New York
$58.1M -$568K -21,681 -1%
Mirae Asset Global ETFs Holdings
7
Mirae Asset Global ETFs Holdings
Hong Kong
$51.2M -$594K -22,677 -2%
BlackRock
8
BlackRock
New York
$38.4M +$3.53M +134,800 +16%
Raymond James Financial
9
Raymond James Financial
Florida
$37.7M -$281K -10,724 -1%
UBS Group
10
UBS Group
Switzerland
$35.1M -$354K -13,519 -1%
TAM
11
Thematics Asset Management
France
$23.8M -$3.38M -129,050 -17%
TG
12
TCW Group
California
$23.5M +$333K +12,714 +2%
FCM
13
Frontier Capital Management
Massachusetts
$21.5M -$3.58M -136,753 -20%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$21.4M +$128K +4,892 +0.9%
AHT
15
Amanah Holdings Trust
$19.8M +$13.4M +510,000 New
ETC
16
Exchange Traded Concepts
Oklahoma
$19.6M -$4.6M -175,797 -26%
SST
17
S Squared Technology
New York
$18.6M
AIM
18
ARK Investment Management
Florida
$17.3M +$1.37M +52,205 +13%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$16.5M +$8.92M +340,689 +401%
HRCM
20
Hood River Capital Management
Florida
$16.5M +$1.55M +59,005 +16%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$16.3M +$11M +418,342 New
Bank of America
22
Bank of America
North Carolina
$16M -$1.6M -61,191 -13%
Renaissance Technologies
23
Renaissance Technologies
New York
$15.9M +$10.7M +409,500 New
Legal & General Group
24
Legal & General Group
United Kingdom
$15.3M -$2.37M -90,586 -19%
Two Sigma Investments
25
Two Sigma Investments
New York
$15.1M +$6.37M +243,078 +168%

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.