Symbotic
337 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, 93 increasing their positions, 93 reducing their positions, and 38 closing their positions.
155% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 38
43% more capital inflows, than outflows
Capital inflows: $354M | Capital outflows: $247M
20% more funds holding
Funds holding: 282 → 337 (+55)
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% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 93
0.26% less ownership
Funds ownership: 94.49% → 94.23% (-0.26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tidal Investments
Milwaukee,
Wisconsin
|
+$94.3M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$29.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$19.2M |
| 4 |
Renaissance Technologies
New York
|
+$16.1M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$38.2M |
| 2 |
D.E. Shaw & Co
New York
|
-$20.6M |
| 3 |
Frontier Capital Management
Boston,
Massachusetts
|
-$18.3M |
| 4 |
Thematics Asset Management
Paris,
France
|
-$18M |
| 5 |
Axa
Paris,
France
|
-$10.8M |
SYM Hedge Fund Activity: Q3 2025 in Review
337 of the 7,653 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 38 closed out — a net gain of 59 holders — while 93 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.
- 337 institutional investors held Symbotic (SYM) as of Q3 2025, up from 282 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 38 closed out, a net change of +59 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.