Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SYMBOTIC INC (SYM)

418 + Investors. Track Smart Money conviction in SYM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +64
Streak
4Q ▲
Buyers last Q
62%

Smart Money Signals — SYM

Based on 387 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added SYM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
387 hedge funds hold SYM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +86% more funds vs a year ago

fund count last 6Q
+179 new funds entered over the past year (+86% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 62% buying

245 buying148 selling
Last quarter: 245 funds were net buyers (112 opened a brand new position + 133 added to an existing one). Only 148 were sellers (100 trimmed + 48 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter
Funds opening a new SYM position: 44 → 90 → 95 → 112. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 47% entered in last year

■ 24% conviction (2yr+) ■ 30% medium ■ 47% new
Only 92 funds (24%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🚀

Acceleration phase — new buyers rushing in

53 → 44 → 90 → 95 → 112 new funds/Q
New funds entering each quarter: 44 → 90 → 95 → 112. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 32% veterans, 48% new entrants

■ 32% veterans ■ 20% 1-2yr ■ 48% new
Of 418 current holders: 134 (32%) held 2+ years, 82 held 1–2 years, 202 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
34 of 387 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: SYM

How many hedge funds hold SYM — quarterly history vs. share price
Quarterly hedge fund ownership of SYM vs. share price

Market Analysis: SYM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SYM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

49 top-rated funds 6 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
5.2
/ 10
conviction
Hedge Fund Positioning: SYM
2026 Q1 Stats Unlock in 9 days 418 + Investors

Track Smart Money conviction in SYM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 418 354 18.08%
13F Shares 144M 114M 25.78%
Total Value $7.04B $6.16B 14.36%
New Positions 113 97 +16
Increased Positions 159 146 +13
Closed Positions 52 40 +12
Reduced Positions 150 126 +24
Total Calls 19 22 -13.64%
Total Puts 18 20 -10.0%
PUT/CALL Ratio 0.95 0.91 Neutral

Statistics: SYM

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

418 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SYM. Verified SEC 13F-HR filings.

Top 25 institutional holders of SYM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Walmart Inc. 94.96% 15,000,000 $798.0M
2 BOURNE LENT ASSET MANAGEMENT INC 1.71% 87,460 $4.7M
3 Taylor Frigon Capital Management LLC 1.22% 40,457 $2.2M
4 Register Financial Advisors LLC 1.18% 60,022 $3.2M
5 West Tower Group, LLC 1.16% 7,000 $372K
6 Green Alpha Advisors, LLC 0.91% 17,328 $922K
7 Slow Capital, Inc. 0.84% 121,500 $6.5M
8 Bouvel Investment Partners, LLC 0.71% 45,926 $2.4M
9 BAILLIE GIFFORD & CO 0.68% 12,479,888 $663.9M
10 AlphaCentric Advisors LLC 0.66% 12,500 $665K
11 Cherry Creek Investment Advisors, Inc. 0.65% 28,188 $1.5M
12 Peregrine Asset Advisers, Inc. 0.64% 44,719 $2.4M
13 Grove Street Fiduciary, LLC 0.62% 26,500 $1.4M
14 Once Capital Management, LLC 0.57% 40,000 $2.1M
15 Arkfeld Wealth Strategies, L.L.C. 0.53% 28,603 $1.7M
16 Arta Finance Wealth Management LLC 0.52% 19,773 $1.1M
17 Black Swift Group, LLC 0.50% 53,625 $2.9M
18 LITTLEJOHN FINANCIAL SERVICES, INC. 0.46% 11,424 $608K
19 Proactive Wealth Strategies LLC 0.41% 41,334 $2.2M
20 Retirement Planning Co of New England, Inc. 0.37% 17,221 $916K
21 180 WEALTH ADVISORS, LLC 0.36% 59,601 $3.2M
22 Darden Wealth Group Inc 0.35% 12,915 $687K
23 Barton Investment Management 0.25% 36,813 $2.0M
24 Freemont Management S.A. 0.24% 30,200 $1.6M
25 Polianta Ltd 0.21% 30,000 $2K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SYMBOTIC INC (SYM)

What does the Smart Money Trend signal show for SYM?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added SYM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SYM?

More buyers than sellers — 62% buying: Last quarter: 245 funds were net buyers (112 opened a brand new position + 133 added to an existing one). Only 148 were sellers (100 trimmed + 48 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SYM holders?

Smaller funds dominant — 17% AUM from top-100: 34 of 387 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SYM?

Mostly new holders — 47% entered in last year: Only 92 funds (24%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.