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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: 386434 (+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: 1312 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
RA
251
RFG Advisory
Alabama
$640K +$89.3K +1,815 +14%
Korea Investment Corp
252
Korea Investment Corp
South Korea
$629K -$738K -15,000 -51%
Focus Partners Wealth
253
Focus Partners Wealth
Massachusetts
$623K +$312K +6,339 +80%
MGIA
254
Moneta Group Investment Advisors
Missouri
$608K -$67.8K -1,379 -9%
SPC
255
Sigma Planning Corp
Michigan
$595K -$62.2K -1,264 -8%
TCM
256
Triumph Capital Management
Colorado
$594K +$177K +3,600 +36%
X
257
Xponance
Pennsylvania
$584K +$184K +3,742 +39%
AWS
258
Atria Wealth Solutions
New York
$583K +$89.4K +1,818 +16%
SWM
259
Spire Wealth Management
Virginia
$583K +$243K +4,935 +59%
CPBTD
260
Central Pacific Bank - Trust Division
Hawaii
$578K -$56.7K -1,152 -8%
QC
261
Quantessence Capital
New York
$574K +$646K +13,130 New
LCGC
262
Legacy Capital Group California
California
$568K -$6.4K -130 -1%
Lido Advisors
263
Lido Advisors
California
$568K +$49.2K +1,000 +8%
OSAM
264
O'Shaughnessy Asset Management
Connecticut
$563K +$64.3K +1,308 +11%
SIG
265
Stonegate Investment Group
Alabama
$537K
RWM
266
Ritholtz Wealth Management
New York
$533K +$7.82K +159 +1%
BPC
267
Bryce Point Capital
New York
$531K +$598K +12,149 New
MFAM
268
Motley Fool Asset Management
Virginia
$530K +$76.5K +1,554 +15%
Walleye Capital
269
Walleye Capital
New York
$522K +$135K +2,745 +30%
CIA
270
Choate Investment Advisors
Massachusetts
$515K +$234K +4,757 +68%
NW
271
NewEdge Wealth
Pennsylvania
$512K +$205K +4,168 +55%
IMCOOI
272
Investment Management Corp of Ontario (IMCO)
Canada
$507K +$231K +4,704 +68%
AWM
273
Avior Wealth Management
Nebraska
$498K -$48.2K -979 -8%
WSFS
274
Wilmington Savings Fund Society
Delaware
$496K
Janus Henderson Group
275
Janus Henderson Group
United Kingdom
$494K +$141K +2,872 +34%