Symbotic Inc.

SYM • NASDAQ

Symbotic Inc. is a shell companies company in the financial services sector on NASDAQ, led by Carol Hibbard, with a market cap of $6.9B. As of Q3 2025, 93% of shares are held by 322 institutional investors, with SOFTBANK GROUP CORP as the largest holder at 35.78%.

Chief Executive OfficerCarol Hibbard

Market Cap$6.9B

Shell Companies

Financial Services

Employees1.3K

Websitesymbotic.com

Country

United States of America

Overview

Overview of institutional ownership in SYM as of Q3 2025 with a market cap of $6.0B

All Institutions

Institutions: 322
Value Held: $5.6B
Shares Held: 104.0M
Avg Position: $17.4M
Median Position: $394.0K

Hedge Funds

Hedge Funds: 27
Value Held: $148.0M
Shares Held: 2.7M
Avg Position: $5.5M
Median Position: $1.9M

Ownership Breakdown

Institutional (non-HF)

90.99%

$5.5B

Hedge Funds

2.47%

$148.0M

Retail & Other

6.55%

$392.8M

Based on market cap of $6.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SYM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
S SOFTBANK GROUP CORP Institution	-	$2.1B 8.28% of portfolio	35.78% 39.8M shares	Q2 2022 Held for 3y 5m	$25.9B
Walmart Inc. Institution	C. Douglas McMillon CEO	$808.5M 88.89% of portfolio	13.48% 15.0M shares	Q4 2024 Held for 11 months	$909.6M
B BAILLIE GIFFORD & CO Institution	-	$683.7M 0.51% of portfolio	11.39% 12.7M shares	Q1 2024 Held for 1y 8m	$134.80B
S SVF Sponsor III LLC Institution	-	$490.0M 100.00% of portfolio	8.17% 9.1M shares	Q4 2022 Held for 2y 11m	$490.0M
VANGUARD GROUP INC Institution	Salim Ramji CEO	$253.1M 0.00% of portfolio	4.22% 4.7M shares	Q3 2022 Held for 3y 2m	$6.69T
T Toroso Investments, LLC ETF Provider	Guillermo Trias CEO	$100.9M 0.43% of portfolio	1.68% 1.9M shares	Q4 2024 Held for 11 months	$23.2B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$73.6M 0.00% of portfolio	1.23% 1.4M shares	Q2 2022 Held for 3y 5m	$1.65T
M MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Institution	-	$69.8M 0.11% of portfolio	1.16% 1.3M shares	Q2 2024 Held for 1y 5m	$61.8B
UBS Group AG Institution	Sergio P. Ermotti CEO	$59.6M 0.01% of portfolio	0.99% 1.1M shares	Q3 2022 Held for 3y 2m	$511.54B
B BlackRock, Inc. Institution	-	$57.5M 0.00% of portfolio	0.96% 1.1M shares	Q2 2022 Held for 3y 5m	$5.67T

Net Capital Flow

Institutional buying and selling activity for SYM in Q3 2025

Net Flow: +$3.0M
Buyers: 100
Sellers: 125
Total Bought: +$259.0M
Total Sold: −$256.0M
Avg Position: $19.9M

Biggest Buyers

Institution	Net Bought	Current Position
T Toroso Investments, LLC ETF Provider	+$100.6M +1.9M shares	$100.9M 1.9M shares
BANK OF AMERICA CORP /DE/ Institution	+$20.5M +380.0K shares	$42.7M 793.1K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$17.2M +318.4K shares	$39.2M 727.9K shares
FRANKLIN RESOURCES INC Institution	+$14.3M +265.8K shares	$14.8M 274.2K shares
H Handelsbanken Fonder AB Institution	+$12.7M +236.4K shares	$14.8M 274.2K shares
UBS Group AG Institution	+$10.9M +201.5K shares	$59.6M 1.1M shares
ARK Investment Management LLC ETF Provider	+$7.8M +144.4K shares	$31.8M 589.9K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	+$6.7M +124.2K shares	$7.0M 130.6K shares
GOLDMAN SACHS GROUP INC Institution	+$6.1M +113.4K shares	$13.9M 257.8K shares
Verition Fund Management LLC Hedge Fund•Multi-Strategy	+$5.8M +107.6K shares	$12.5M 231.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
B BAILLIE GIFFORD & CO Institution	−$40.8M −756.4K shares	$683.7M 12.7M shares
D D. E. Shaw & Co., Inc. Institution	−$22.0M −408.4K shares	$537.7K 10.0K shares
FRONTIER CAPITAL MANAGEMENT CO LLC Long Only Manager	−$19.5M −361.3K shares	$10.4M 193.3K shares
T Thematics Asset Management Institution	−$19.2M −356.0K shares	$13.8M 255.5K shares
A AXA Institution	−$10.8M −276.8K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$9.3M −173.1K shares	$224.7K 4.2K shares
Invesco Ltd. ETF Provider	−$9.2M −170.5K shares	$7.2M 133.7K shares
O'Neil Global Advisors, Inc. Hedge Fund•Multi-Strategy	−$8.5M −219.2K shares	Sold Off 0 shares
E EXCHANGE TRADED CONCEPTS, LLC Institution	−$8.5M −157.9K shares	$18.7M 347.1K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$7.4M −138.1K shares	$13.4M 249.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SYM in Q3 2025

New Positions: 63
New Value: $73.2M
Exited Positions: 37
Exited Value: $41.1M

New Positions

Institution	Position Value
Allspring Global Investments Holdings, LLC Long Only Manager	$34.3M 590.3K shares
Slow Capital, Inc. Long Only Manager	$5.8M 107.5K shares
B BI Asset Management Fondsmaeglerselskab A/S Institution	$5.2M 95.9K shares
Bridgewater Associates, LP Hedge Fund•Global Macro	$4.2M 77.6K shares
Voleon Capital Management LP Hedge Fund•Quant	$3.9M 71.8K shares
Mutual Advisors, LLC RIA/Wealth	$2.4M 35.6K shares
Aquatic Capital Management LLC Hedge Fund•Quant	$2.1M 39.4K shares
C Cherry Creek Investment Advisors, Inc. RIA/Wealth	$1.8M 33.0K shares
Barton Investment Management RIA/Wealth	$1.6M 30.4K shares
O ODDO BHF ASSET MANAGEMENT SAS Institution	$930.4K 17.3K shares

Exited Positions

Institution	Previous Position
A AXA Institution	$10.8M 276.8K shares
O'Neil Global Advisors, Inc. Hedge Fund•Multi-Strategy	$8.5M 219.2K shares
Y Y-Intercept Ltd Institution	$5.5M 141.7K shares
B Black Swift Group, LLC RIA/Wealth	$2.1M 53.3K shares
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$1.8M 46.2K shares
Penserra Capital Management LLC ETF Provider	$1.7M 44.4K shares
J JANE STREET GROUP, LLC Institution	$1.7M 44.0K shares
W Winton Capital Group Ltd Institution	$1.4M 35.2K shares
S SIMPLEX TRADING, LLC Institution	$1.3M 34.2K shares
Main Management ETF Advisors, LLC Institution	$1.1M 29.3K shares

Options Activity

Institutions with the largest Call and Put options positions in SYM as of Q3 2025

Call Positions: 23
Call Value: $284.3M
Put Positions: 22
Put Value: $267.6M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$80.6M 15.0K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$75.1M 13.9K contracts
J JANE STREET GROUP, LLC Institution	$33.8M 6.3K contracts
P PEAK6 LLC Institution	$26.2M 4.9K contracts
D D. E. Shaw & Co., Inc. Institution	$17.1M 3.2K contracts
W WOLVERINE TRADING, LLC Institution	$11.5M 2.1K contracts
C Cubist Systematic Strategies, LLC Institution	$8.9M 1.7K contracts
BARCLAYS PLC Institution	$5.4M 1.0K contracts
Walleye Trading LLC RIA/Wealth	$4.9M 911.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$3.7M 688.0 contracts

Put Positions

Institution	Position Value
T Toroso Investments, LLC ETF Provider	$100.5M 18.7K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$56.9M 10.6K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$28.6M 5.3K contracts
J JANE STREET GROUP, LLC Institution	$19.0M 3.5K contracts
C Cubist Systematic Strategies, LLC Institution	$17.0M 3.2K contracts
W WOLVERINE TRADING, LLC Institution	$10.6M 2.0K contracts
Verition Fund Management LLC Hedge Fund•Multi-Strategy	$5.9M 1.1K contracts
BANK OF AMERICA CORP /DE/ Institution	$5.1M 939.0 contracts
Walleye Trading LLC RIA/Wealth	$5.0M 926.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$4.8M 887.0 contracts

Most Committed Institutions

Institutions with SYM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S SVF Sponsor III LLC Institution	-	100.00% $490.0M	8.17% 9.1M shares	Q4 2022 Held for 2y 11m	$490.0M
Walmart Inc. Institution	C. Douglas McMillon CEO	88.89% $808.5M	13.48% 15.0M shares	Q4 2024 Held for 11 months	$909.6M
S SOFTBANK GROUP CORP Institution	-	8.28% $2.1B	35.78% 39.8M shares	Q2 2022 Held for 3y 5m	$25.9B
S S Squared Technology, LLC Hedge Fund•Long/Short	Kenneth A Goldblatt Managing Partner	7.17% $18.9M	0.31% 350.0K shares	Q1 2023 Held for 2y 8m	$263.0M
TANAKA CAPITAL MANAGEMENT INC RIA/Wealth	Graham Yoshio Tanaka President	3.41% $2.3M	0.04% 43.5K shares	Q3 2025 Held for 2 months	$68.8M
R Robocap Asset Management Ltd Institution	-	2.49% $3.9M	0.07% 72.6K shares	Q4 2024 Held for 11 months	$156.9M
Register Financial Advisors LLC RIA/Wealth	George Robert Register CEO	1.64% $4.2M	0.07% 77.2K shares	Q4 2022 Held for 2y 11m	$254.0M
Taylor Frigon Capital Management LLC RIA/Wealth	Gerard Joseph Frigon CIO	1.18% $2.4M	0.04% 44.2K shares	Q2 2023 Held for 2y 5m	$201.1M
Grove Street Fiduciary, LLC RIA/Wealth	Carl Amos Johnson CEO	0.89% $1.9M	0.03% 35.0K shares	Q4 2024 Held for 11 months	$211.5M
C Cherry Creek Investment Advisors, Inc. RIA/Wealth	Patricia Anne Mcnamara President	0.77% $1.8M	0.03% 33.0K shares	Q3 2025 Held for 2 months	$231.3M