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Symbotic Inc. hedge fund holdings

SYMNASDAQ
$42.06-1.25 (-2.89% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

SYM · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 8, 2025 to Oct 8, 2026. Price (-38.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 202513280$162M$182M261Aug 14, 2025
Q3 2025161102$313M$285M315Nov 14, 2025
Q4 2025181111$980M$509M383Feb 14, 2026
Q1 2026164120$268M$309M392May 15, 2026
Q2 2026200130$604M$456M395Aug 14, 2026

Quarterly action breakdown

Q2 2026
395 filers
New position
73
$141M+3.13M sh
Increased
127
$463M+10.3M sh
Reduced
60
-$121M-2.69M sh
Out / sold
70
-$335M-7.44M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
SVF Sponsor III (DE) LLCSell 100%-$297M$0Not reportedAug 14, 2026
Daiwa Securities Group Inc.New Buy+$42.6M$42.6M0.08%Jul 31, 2026
Hood River Capital Management LLCSell 100%-$27.9M$00.00%Aug 14, 2026
Burkehill Global Management, LPSell 100%-$25.3M$00.00%Aug 14, 2026
Navis Wealth Advisors, LLCAdded 821.18%+$24.7M$27.7M10.49%Aug 14, 2026
Canada Pension Plan Investment BoardAdded 118.28%+$21.1M$38.9M0.02%Aug 14, 2026
RPG Investment Advisory, LLCNew Buy+$12M$12M1.23%Aug 4, 2026
Sierra Summit Advisors LLCNew Buy+$11.6M$11.6M1.30%Jul 20, 2026
Driehaus Capital Management LLCNew Buy+$11.6M$11.6M0.07%Aug 14, 2026
Frontier Capital Management Co LLCAdded 96.35%+$10.6M$21.6M0.20%Aug 14, 2026
Baillie Gifford & CoReduce 1.73%-$9.71M$551M0.50%Aug 6, 2026
Healthcare of Ontario Pension Plan Trust FundNew Buy+$9.35M$9.35M0.01%Aug 13, 2026
Exchange Traded Concepts, LLCAdded 39.32%+$8.73M$30.9M0.14%Aug 11, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Reduce 99.36%-$7.1M$45.7K0.00%Aug 13, 2026
NatixisAdded 1637.88%+$6.69M$7.1M0.03%Aug 13, 2026
S Squared Technology, LLCAdded 31.97%+$5.3M$21.9M6.79%Aug 14, 2026
Handelsbanken Fonder ABReduce 49.16%-$4.96M$5.13M0.01%Jul 10, 2026
Seven Grand Managers, LLCAdded 266.67%+$4.5M$6.18M0.25%Aug 14, 2026
Susquehanna Portfolio Strategies, LLCSell 100%-$4.34M$00.00%Aug 14, 2026
Voleon Capital Management LPReduce 79.59%-$3.18M$816K0.01%Aug 14, 2026
Abacus FCF Advisors LLCNew Buy+$3.11M$3.11M0.57%Aug 10, 2026
FORA Capital, LLCAdded 1331.47%+$3.01M$3.24M0.22%Aug 13, 2026
Black Swift Group, LLCSell 100%-$2.85M$00.00%Aug 13, 2026
Holocene Advisors, LPNew Buy+$2.6M$2.6M0.01%Aug 14, 2026
&PartnersAdded 57.21%+$2.31M$6.33M0.03%Aug 14, 2026
Woodson Capital Management, LPAdded 159.82%+$1.94M$3.15M0.53%Aug 14, 2026
USS Investment Management LtdAdded 13.79%+$1.75M$14.4M0.05%Aug 11, 2026
BI Asset Management Fondsmaeglerselskab A/SNew Buy+$1.74M$1.74M0.01%Aug 10, 2026
Broadleaf Partners, LLCNew Buy+$1.71M$1.71M0.33%Aug 13, 2026
NorthCoast Asset Management LLCNew Buy+$1.68M$1.68M0.04%Aug 12, 2026
Freemont Management S.A.Sell 100%-$1.61M$00.00%Aug 11, 2026
Vontobel Holding Ltd.Added 198.40%+$1.54M$2.31M0.01%Aug 3, 2026
DDD Partners, LLCAdded 70.79%+$1.41M$3.41M0.21%Aug 5, 2026
Wealthfront Advisers LLCReduce 43.84%-$1.4M$1.8M0.00%Aug 7, 2026
Capelight Capital Asset Management LPNew Buy+$1.35M$1.35M0.65%Jul 15, 2026
Capital Fund Management S.A.Added 27.71%+$1.34M$6.17M0.03%Aug 13, 2026
Park West Asset Management LLCSell 100%-$1.33M$00.00%Aug 14, 2026
MirovaAdded 14.35%+$1.22M$9.75M0.36%Aug 13, 2026
Financiere des Professionnels - Fonds d'investissement inc.Added 177.30%+$1.18M$1.85M0.10%Aug 5, 2026
Freestone Grove Partners LPNew Buy+$1.13M$1.13M0.01%Aug 14, 2026
Mutual Advisors, LLCSell 100%-$1.02M$00.00%Aug 14, 2026
Nicholas Wealth, LLC.New Buy+$1M$1M0.55%Jul 24, 2026
State of New Jersey Common Pension Fund DNew Buy+$979K$979K0.00%Aug 4, 2026
Adage Capital Partners GP, L.L.C.Added 14.39%+$973K$7.74M0.01%Aug 14, 2026
Taylor Frigon Capital Management LLCAdded 50.04%+$910K$2.73M1.28%Jul 23, 2026
Symmetry Investments LPNew Buy+$899K$899K0.06%Aug 14, 2026
Van Eck Associates CorpAdded 158.08%+$835K$1.36M0.00%Aug 14, 2026
Empowered Funds, LLCAdded 53.56%+$804K$2.31M0.01%Aug 17, 2026
Barton Investment ManagementAdded 45.22%+$748K$2.4M0.33%Jul 20, 2026
Darden Wealth Group IncSell 100%-$687K$00.00%Aug 6, 2026
Cherry Creek Investment Advisors, Inc.Reduce 52.19%-$661K$606K0.24%Jul 30, 2026
ARK Investment Management LLCAdded 1.86%+$653K$35.8M0.23%Aug 14, 2026
Oppenheimer & Co IncSell 100%-$631K$00.00%Aug 3, 2026
Slow Capital, Inc.Reduce 11.39%-$622K$4.84M0.56%Jul 22, 2026
Clear Creek Financial Management, LLCSell 100%-$620K$00.00%Jul 28, 2026
Jefferies Financial Group Inc.New Buy+$617K$617K0.00%Aug 17, 2026
Allstate CorpSell 100%-$615K$00.00%Aug 13, 2026
IMC-Chicago, LLCNew Buy+$613K$613K0.00%Aug 6, 2026
United Asset Strategies, Inc.Sell 100%-$598K$00.00%Jul 13, 2026
Altfest L J & Co IncSell 100%-$583K$00.00%Jul 30, 2026
LGL Partners, LLCSell 100%-$532K$00.00%Jul 27, 2026
VANGUARD ASSET MANAGEMENT, LtdReduce 19.93%-$517K$2.08M0.00%Aug 13, 2026
Perigon Wealth Management, LLCReduce 28.54%-$495K$1.24M0.02%Aug 7, 2026
Legacy Capital Wealth Partners, LLCAdded 20.97%+$495K$2.85M0.55%Aug 12, 2026
Veracity Capital LLCSell 100%-$487K$00.00%Jul 13, 2026
Blueshift Asset Management, LLCSell 100%-$477K$00.00%Aug 14, 2026
Legato Capital Management LLCReduce 20.18%-$463K$1.83M0.15%Aug 6, 2026
Once Capital Management, LLCAdded 25.00%+$450K$2.25M0.18%Jul 22, 2026
Prime Capital Investment Advisors, LLCSell 100%-$444K$00.00%Aug 5, 2026
Concentric Capital Strategies, LPNew Buy+$442K$442K0.02%Aug 14, 2026
Vestmark Advisory Solutions, Inc.New Buy+$431K$431K0.00%Aug 14, 2026
Arta Finance Wealth Management LLCAdded 47.77%+$425K$1.31M0.56%Aug 13, 2026
MML Investors Services, LLCReduce 44.74%-$418K$516K0.00%Aug 7, 2026
First Trust Advisors LPReduce 2.83%-$392K$13.5M0.01%Aug 11, 2026
TigerOak Management, L.L.C.New Buy+$388K$388K0.11%Aug 11, 2026
OP Asset Management LtdNew Buy+$383K$383K0.00%Jul 28, 2026
Banque Cantonale VaudoiseSell 100%-$375K$00.00%Jul 31, 2026
Willis Johnson & Associates, Inc.Sell 100%-$373K$00.00%Aug 13, 2026
Arista Wealth Management, LLCSell 100%-$372K$00.00%Jul 9, 2026
AlphaGrep UK LtdNew Buy+$356K$356K0.11%Aug 14, 2026
Alchemi Wealth, LLCSell 100%-$351K$00.00%Jul 29, 2026
Lakeshore Financial Planning, Inc.New Buy+$351K$351K0.11%Jul 13, 2026
Qsemble Capital Management, LPSell 100%-$323K$00.00%Aug 3, 2026
Bridgewater Associates, LPAdded 3.95%+$314K$8.27M0.03%Aug 14, 2026
Leonteq Securities AGAdded 125.53%+$311K$558K0.02%Jul 27, 2026
Zazove Associates LLCSell 100%-$298K$00.00%Jul 16, 2026
Gotham Asset Management, LLCSell 100%-$288K$00.00%Aug 14, 2026
Chung Wu Investment Group, LLCSell 100%-$277K$00.00%Jul 31, 2026
Moors & Cabot, Inc.Sell 100%-$273K$00.00%Aug 10, 2026
Picton Mahoney Asset ManagementReduce 7.19%-$270K$3.48M0.03%Aug 13, 2026
Defiance ETFs, LLCSell 100%-$265K$00.00%Aug 14, 2026
Fox Run Management, L.L.C.New Buy+$264K$264K0.04%Aug 4, 2026
Advisory Alpha, LLCNew Buy+$253K$253K0.01%Aug 11, 2026
KLP Kapitalforvaltning AsAdded 50.45%+$252K$751K0.00%Aug 12, 2026
Catalyst Funds Management Pty LtdSell 100%-$245K$00.00%Aug 10, 2026
DB&C Advisors, LLCNew Buy+$242K$242K0.26%Jul 31, 2026
Thrivent Financial for LutheransSell 100%-$241K$00.00%Aug 14, 2026
Griffin Asset Management, Inc.Sell 100%-$240K$00.00%Jul 23, 2026
Money Concepts Capital CorpSell 100%-$239K$00.00%Aug 4, 2026
Central Pacific Bank - Trust DivisionReduce 50.87%-$236K$228K0.02%Jul 7, 2026

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