Symbotic Inc (SYM): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Symbotic Inc (SYM) following the 2026 Q1 hedge fund 13F filings?

As of today, SYM has moved -13.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.2% for the XLI sector ETF — an outperformance of -18.0%. Since the quarter end (March 31, 2026), SYM gained -23.3% vs +10.5% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Symbotic Inc (SYM)

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

Smart Money Signals — SYM

Based on 412 hedge funds · latest filing: 2026 Q1 · 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

412 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 — +87% more funds vs a year ago

fund count last 6Q

+192 new funds entered over the past year (+87% 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.

🟡

Slight buying edge — 56% buying

229 buying180 selling

Last quarter: 229 funds bought or added vs 180 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-42 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 94 → 97 → 118 → 76. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

📌

Mixed — 27% long-term, 39% new

■ 27% conviction (2yr+) ■ 34% medium ■ 39% new

Of the 412 current holders: 110 (27%) held >2 years, 141 held 1–2 years, and 161 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

➡️

Steady discovery — ~76 new funds/quarter

46 → 94 → 97 → 118 → 76 new funds/Q

New funds entering each quarter: 94 → 97 → 118 → 76. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 34% veterans, 45% new entrants

■ 34% veterans ■ 21% 1-2yr ■ 45% new

Of 439 current holders: 151 (34%) held 2+ years, 90 held 1–2 years, 198 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds

50 of 408 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.9

out of 10

Moderate Exit Risk

Exit risk score 4.9/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	411	406	1.23%
13F Shares	114M	145M	-21.12%
Total Value	$6.04B	$7.10B	-14.83%
New Positions	75	118	-43
Increased Positions	143	129	+14
Closed Positions	70	51	+19
Reduced Positions	103	96	+7
Total Calls	16	19	-15.79%
Total Puts	15	18	-16.67%
PUT/CALL Ratio	0.94	0.95	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

411

406

1.23%

13F Shares

114M

145M

-21.12%

Total Value

$6.04B

$7.10B

-14.83%

New Positions

118

-43

Increased Positions

143

129

+14

Closed Positions

+19

Reduced Positions

103

Total Calls

-15.79%

Total Puts

-16.67%

PUT/CALL Ratio

0.94

0.95

Neutral

Institutional Holders (2026 Q1)

411 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SYM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	SVF Sponsor III (DE) LLC	100.00%	5,590,000	$297.4M
2	Walmart Inc.	94.96%	15,000,000	$798.0M
3	Softbank Group CORP.	18.57%	39,825,312	$2.12B
4	S Squared Technology, LLC	7.43%	369,126	$19.6M
5	Navis Wealth Advisors, LLC	1.81%	66,794	$3.6M
6	Bourne Lent Asset Management Inc	1.71%	87,460	$4.7M
7	Burkehill Global Management, LP	1.25%	475,000	$25.3M
8	Taylor Frigon Capital Management LLC	1.22%	40,457	$2.2M
9	Register Financial Advisors LLC	1.18%	60,022	$3.2M
10	West Tower Group, LLC	1.16%	7,000	$372K
11	Fund Advisors of America Inc/FL	1.09%	20,258	$1.1M
12	Green Alpha Advisors, LLC	0.91%	17,328	$922K
13	Slow Capital, Inc.	0.84%	121,500	$6.5M
14	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	0.77%	35,075	$1.9M
15	Bouvel Investment Partners, LLC	0.71%	45,926	$2.4M
16	Baillie Gifford & Co	0.68%	12,479,888	$663.9M
17	AlphaCentric Advisors LLC	0.66%	12,500	$665K
18	Cherry Creek Investment Advisors, Inc.	0.65%	28,188	$1.5M
19	Peregrine Asset Advisers, Inc.	0.64%	44,719	$2.4M
20	Grove Street Fiduciary, LLC	0.62%	26,500	$1.4M
21	Legacy Capital Wealth Partners, LLC	0.58%	52,505	$2.8M
22	Once Capital Management, LLC	0.57%	40,000	$2.1M
23	Arkfeld Wealth Strategies, L.L.C.	0.53%	28,603	$1.7M
24	Arta Finance Wealth Management LLC	0.52%	19,773	$1.1M
25	Black Swift Group, LLC	0.50%	53,625	$2.9M

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?

Slight buying edge — 56% buying: Last quarter: 229 funds bought or added vs 180 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SYM holders?

Strong quality — 24% AUM from major funds: 50 of 408 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SYM?

Mixed — 27% long-term, 39% new: Of the 412 current holders: 110 (27%) held >2 years, 141 held 1–2 years, and 161 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Symbotic Inc (SYM) following the 2026 Q1 hedge fund 13F filings?

As of today, SYM has moved -13.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.2% for the XLI sector ETF — an outperformance of -18.0%. Since the quarter end (March 31, 2026), SYM has gained -23.3% vs +10.5% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Symbotic Inc (SYM)

Smart Money Signals — SYM

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +87% more funds vs a year ago

Slight buying edge — 56% buying

Fewer new buyers each quarter (-42 vs last Q)

Mixed — 27% long-term, 39% new

Steady discovery — ~76 new funds/quarter

Mixed cohorts — 34% veterans, 45% new entrants

Strong quality — 24% AUM from major funds

Institutional Sentiment Summary — SYM

Hedge Fund Ownership: SYM

Market Analysis: SYM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SYM

Is It Too Late to Buy Symbotic Inc (SYM) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: SYM

Statistics: SYM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Symbotic Inc (SYM)

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