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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
SoftBank Group
1
SoftBank Group
Japan
$2.15B
WI
2
Walmart Inc
Arkansas
$809M
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$684M -$38.2M -756,374 -6%
SSI
4
SVF Sponsor III
California
$490M
Vanguard Group
5
Vanguard Group
Pennsylvania
$253M +$4.97M +98,384 +2%
TI
6
Tidal Investments
Wisconsin
$101M +$94.3M +1,866,184 +35,573%
Morgan Stanley
7
Morgan Stanley
New York
$73.6M -$6.58M -130,294 -9%
Mirae Asset Global ETFs Holdings
8
Mirae Asset Global ETFs Holdings
Hong Kong
$69.8M -$1.33M -26,370 -2%
UBS Group
9
UBS Group
Switzerland
$59.6M +$10.2M +201,547 +22%
BlackRock
10
BlackRock
New York
$57.5M +$3.98M +78,705 +8%
Raymond James Financial
11
Raymond James Financial
Florida
$48.7M -$3.41M -67,473 -7%
Bank of America
12
Bank of America
North Carolina
$42.7M +$19.2M +380,042 +92%
Renaissance Technologies
13
Renaissance Technologies
New York
$39.2M +$16.1M +318,400 +78%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$34.3M +$29.8M +590,300 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$33.6M +$3.6M +71,304 +13%
AIM
16
ARK Investment Management
Florida
$31.8M +$7.3M +144,389 +32%
AHT
17
Amanah Holdings Trust
$27.5M
TG
18
TCW Group
California
$27.3M -$5.06M -100,054 -17%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$22.9M -$41.4K -820 -0.2%
HRCM
20
Hood River Capital Management
Florida
$22.8M -$117K -2,316 -0.5%
State Street
21
State Street
Massachusetts
$19.4M +$3.46M +68,466 +23%
First Trust Advisors
22
First Trust Advisors
Illinois
$18.9M +$3.62M +71,531 +26%
SST
23
S Squared Technology
New York
$18.9M -$6.57M -130,000 -27%
ETC
24
Exchange Traded Concepts
Oklahoma
$18.7M -$7.98M -157,862 -31%
Mitsubishi UFJ Trust & Banking
25
Mitsubishi UFJ Trust & Banking
Japan
$15.8M -$638K -12,634 -4%

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.