Symbotic
419 hedge funds and large institutions have $5.21B invested in Symbotic in 2026 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 172 increasing their positions, 87 reducing their positions, and 80 closing their positions.
98% more repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 87
62% more call options, than puts
Call options by funds: $133M | Put options by funds: $82M
15% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 80
2% more funds holding
Funds holding: 412 → 419 (+7)
1.28% more ownership
Funds ownership: 90.02% → 91.3% (+1.3%)
13% less capital invested
Capital invested by funds: $6.01B → $5.21B (-$796M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$100M |
| 2 |
Morgan Stanley
New York
|
+$78.3M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
+$48.3M |
| 4 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
+$28M |
| 5 |
JP Morgan Chase
New York
|
+$26.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$27.9M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$27.4M |
| 3 |
BGM
Burkehill Global Management
New York
|
-$25.3M |
| 4 |
Goldman Sachs
New York
|
-$20.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$20.1M |
SYM Hedge Fund Activity: Q2 2026 in Review
419 of the 8,345 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q2 2026, worth a combined $5.21B — down 13% from $6.01B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new SYM positions and 80 closed out — a net gain of 12 holders — while 172 added to existing stakes and 87 trimmed.
The largest buyer was Ameriprise, adding an estimated $100M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $27.9M sold.
- 419 institutional investors held Symbotic (SYM) as of Q2 2026, up from 412 in Q1 2026.
- Funds reported $5.21B of Symbotic stock for Q2 2026, down 13% quarter-over-quarter.
- 92 funds opened new Symbotic positions in Q2 2026 and 80 closed out, a net change of +12 holders.
- The largest Symbotic buyer in Q2 2026 was Ameriprise, an estimated $100M added.
- The largest Symbotic seller in Q2 2026 was Hood River Capital Management, an estimated $27.9M sold.
Based on aggregated 13F filings for Q2 2026.