Symbotic Inc (SYM) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Symbotic Inc (SYM) following the 2026 Q2 hedge fund 13F filings?

As of today, SYM has moved +0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -9.5% for the XLI sector ETF — an outperformance of +9.7%. Since the quarter end (June 30, 2026), SYM gained -4.8% vs -8.8% 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 419 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 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

419 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 — +48% more funds vs a year ago

fund count last 6Q

+136 new funds entered over the past year (+48% 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 — 60% buying

277 buying183 selling

Last quarter: 277 funds were net buyers (94 opened a brand new position + 183 added to an existing one). Only 183 were sellers (94 trimmed + 89 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: 97 → 118 → 77 → 94. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

📌

Mixed — 29% long-term, 36% new

■ 29% conviction (2yr+) ■ 35% medium ■ 36% new

Of the 419 current holders: 122 (29%) held >2 years, 148 held 1–2 years, and 149 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.

💎

Buying through price weakness — shares +8%, value -10%

Value

-10%

+8%

Last quarter: funds added +8% more shares while total portfolio value only changed -10%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📊

Peak discovery — momentum slowing

95 → 97 → 118 → 77 → 94 new funds/Q

New funds entering each quarter: 97 → 118 → 77 → 94. SYM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 40% veterans vs 43% newcomers

■ 40% veterans ■ 17% 1-2yr ■ 43% new

Entry-cohort mix of 446 holders: 177 (40%) are 2+ year veterans, 76 entered 1–2 years ago, and 193 (43%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds

52 of 414 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	411	414	-0.72%
13F Shares	120M	114M	5.08%
Total Value	$5.35B	$6.04B	-11.49%
New Positions	93	77	+16
Increased Positions	173	143	+30
Closed Positions	91	70	+21
Reduced Positions	84	103	-19
Total Calls	18	16	12.5%
Total Puts	14	15	-6.67%
PUT/CALL Ratio	0.78	0.94	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

411

414

-0.72%

13F Shares

120M

114M

5.08%

Total Value

$5.35B

$6.04B

-11.49%

New Positions

+16

Increased Positions

173

143

+30

Closed Positions

+21

Reduced Positions

103

-19

Total Calls

12.5%

Total Puts

-6.67%

PUT/CALL Ratio

0.78

0.94

Neutral

Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Walmart Inc.	91.61%	15,000,000	$674.2M
2	Navis Wealth Advisors, LLC	10.49%	615,291	$27.7M
3	Softbank Group CORP.	9.85%	39,825,312	$1.79B
4	S Squared Technology, LLC	6.79%	487,126	$21.9M
5	Bourne Lent Asset Management Inc	1.39%	89,710	$4.0M
6	Sierra Summit Advisors LLC	1.30%	259,079	$11.6M
7	Taylor Frigon Capital Management LLC	1.28%	60,700	$2.7M
8	RPG Investment Advisory, LLC	1.23%	266,959	$12.0M
9	Register Financial Advisors LLC	0.86%	62,522	$2.8M
10	West Tower Group, LLC	0.82%	6,500	$292K
11	Fund Advisors of America Inc/FL	0.76%	18,555	$834K
12	Capelight Capital Asset Management LP	0.65%	30,000	$1.3M
13	Marathon Capital Management	0.64%	69,780	$3.1M
14	Abacus FCF Advisors LLC	0.57%	69,160	$3.1M
15	AlphaCentric Advisors LLC	0.57%	15,000	$674K
16	Slow Capital, Inc.	0.56%	107,659	$4.8M
17	Arta Finance Wealth Management LLC	0.56%	29,219	$1.3M
18	Nicholas Wealth, LLC.	0.55%	22,306	$1.0M
19	Legacy Capital Wealth Partners, LLC	0.55%	63,513	$2.9M
20	Woodson Capital Management, LP	0.53%	70,000	$3.1M
21	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	0.52%	35,075	$1.6M
22	Green Alpha Advisors, LLC	0.51%	16,886	$759K
23	Grove Street Fiduciary, LLC	0.50%	26,500	$1.2M
24	Baillie Gifford & Co	0.50%	12,263,759	$551.3M
25	Bouvel Investment Partners, LLC	0.47%	45,983	$2.1M

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 — 5 quarters in a row: For 5 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 — 60% buying: Last quarter: 277 funds were net buyers (94 opened a brand new position + 183 added to an existing one). Only 183 were sellers (94 trimmed + 89 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SYM holders?

Strong quality — 21% AUM from major funds: 52 of 414 holders rank in the top 100 by AUM, accounting for 21% 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 — 29% long-term, 36% new: Of the 419 current holders: 122 (29%) held >2 years, 148 held 1–2 years, and 149 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 Q2 hedge fund 13F filings?

As of today, SYM has moved +0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -9.5% for the XLI sector ETF — an outperformance of +9.7%. Since the quarter end (June 30, 2026), SYM has gained -4.8% vs -8.8% 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Symbotic Inc (SYM)

Smart Money Signals — SYM

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +48% more funds vs a year ago

More buyers than sellers — 60% buying

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

Mixed — 29% long-term, 36% new

Buying through price weakness — shares +8%, value -10%

Peak discovery — momentum slowing

Veteran-anchored — 40% veterans vs 43% newcomers

Strong quality — 21% 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 Q2)

Frequently Asked Questions — Symbotic Inc (SYM)

Welcome to 13Foresight!