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Samsara
IOT

434 hedge funds and large institutions have $10.7B invested in Samsara in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 174 increasing their positions, 102 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 54

71% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 102

22% more call options, than puts

Call options by funds: $261M | Put options by funds: $213M

12% more funds holding

Funds holding: 386 → 434 (+48)

2% less capital invested

Capital invested by funds: $10.9B → $10.7B (-$211M)

8% less funds holding in top 10

Funds holding in top 10: 13 → 12 (-1)

10.33% less ownership

Funds ownership: 100.98% → 90.66% (-10%)

Holders
434
Holders Change
+48
Holders Change %
+12.44%
% of All Funds
5.72%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
109
Increased
174
Reduced
102
Closed
54
Calls
$261M
Puts
$213M
Net Calls
+$47.6M
Net Calls Change
-$36.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$313M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$140M
3
Sands Capital Management
Sands Capital Management
Virginia
+$106M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$106M
5
UBS Group
UBS Group
Switzerland
+$74.2M

Top Sellers

1
GCGM
General Catalyst Group Management
Massachusetts
-$288M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$63.4M
3
Citadel Advisors
Citadel Advisors
Florida
-$56.9M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$52.8M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$45M
Name Holding Trade Value Shares
Change 		Change in
Stake
SLAM
226
Swiss Life Asset Management
$814K +$477K +9,701 +108%
PIM
227
Plato Investment Management
Australia
$804K -$133K -2,713 -13%
JWS
228
Juncture Wealth Strategies
Arizona
$797K +$45.6K +927 +5%
FWIA
229
Fort Washington Investment Advisors
Ohio
$796K – – –
Commonwealth Equity Services
230
Commonwealth Equity Services
Massachusetts
$772K -$688K -13,977 -44%
PFG
231
Prosperity Financial Group
California
$764K +$192K +3,899 +29%
Osaic Holdings
232
Osaic Holdings
Arizona
$756K -$963K -19,576 -53%
Pathstone Holdings
233
Pathstone Holdings
New Jersey
$749K +$371K +7,546 +79%
P
234
Pitcairn
Pennsylvania
$747K +$200K +4,074 +31%
CWM
235
Concentrum Wealth Management
California
$738K +$123K +2,500 +17%
Daiwa Securities Group
236
Daiwa Securities Group
Japan
$738K +$54.1K +1,100 +7%
Bank of Montreal
237
Bank of Montreal
Ontario, Canada
$734K +$140K +2,851 +20%
RFM
238
Royal Fund Management
Florida
$730K -$73.8K -1,500 -8%
Mercer Global Advisors
239
Mercer Global Advisors
Colorado
$730K +$599K +12,176 +269%
Nordea Investment Management
240
Nordea Investment Management
Sweden
$717K +$84.3K +1,713 +12%
KIA
241
Knollwood Investment Advisory
Maryland
$712K – – –
Wealth Enhancement Advisory Services
242
Wealth Enhancement Advisory Services
Minnesota
$703K +$125K +2,539 +19%
OAM
243
Oxford Asset Management
United Kingdom
$700K +$788K +16,022 New
PWM
244
Perigon Wealth Management
California
$695K -$7.33K -149 -1%
JRP
245
Jasper Ridge Partners
California
$678K +$441K +8,956 +136%
BAMF
246
BI Asset Management Fondsmaeglerselskab
Denmark
$661K +$264K +5,357 +55%
EMPI
247
Elo Mutual Pension Insurance
Finland
$656K -$168K -3,409 -19%
SCA
248
STALEY CAPITAL ADVISERS
Pennsylvania
$655K – – –
GIBU
249
Gulf International Bank (UK)
United Kingdom
$646K – – –
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$646K +$150K +3,057 +26%
8 9
10
11 12

IOT Hedge Fund Activity: Q4 2024 in Review

434 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Samsara (IOT) for Q4 2024, worth a combined $10.7B — down 1.9% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new IOT positions and 54 closed out — a net gain of 55 holders — while 174 added to existing stakes and 102 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $313M. The largest seller was General Catalyst Group Management, cutting an estimated $288M.

  • 434 institutional investors held Samsara (IOT) as of Q4 2024, up from 386 in Q3 2024.
  • Funds reported $10.7B of Samsara stock for Q4 2024, down 1.9% quarter-over-quarter.
  • 109 funds opened new Samsara positions in Q4 2024 and 54 closed out, a net change of +55 holders.
  • The largest Samsara buyer in Q4 2024 was Morgan Stanley, an estimated $313M added.
  • The largest Samsara seller in Q4 2024 was General Catalyst Group Management, an estimated $288M sold.

Based on aggregated 13F filings for Q4 2024.