513 hedge funds and large institutions have $11.6B invested in Samsara in 2025 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 208 increasing their positions, 145 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

3% less capital invested

Capital invested by funds: $12B → $11.6B (-$327M)

10.83% less ownership

Funds ownership: 100.36%89.52% (-11%)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
513
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$256M
Puts
$153M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BF
251
BOK Financial
Oklahoma
$920K
CS
252
Candriam SCA
Luxembourg
$901K
Daiwa Securities Group
253
Daiwa Securities Group
Japan
$887K
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$879K
US Bancorp
255
US Bancorp
Minnesota
$876K
LP
256
Lexington Partners
New York
$874K
VPIM
257
Vanguard Personalized Indexing Management
California
$853K
II
258
Impact Investors
California
$851K
HighTower Advisors
259
HighTower Advisors
Illinois
$846K
GCM
260
Graham Capital Management
Connecticut
$837K
WHAM
261
Windmill Hill Asset Management
United Kingdom
$836K
AB
262
Amalgamated Bank
New York
$806K
Franklin Resources
263
Franklin Resources
California
$794K
KJHP
264
K.J. Harrison & Partners
Ontario, Canada
$783K
JFG
265
Jefferies Financial Group
New York
$782K
PIM
266
Plato Investment Management
Australia
$764K
MC
267
Machina Capital
France
$742K
Corient Private Wealth
268
Corient Private Wealth
Florida
$735K
NW
269
NewEdge Wealth
Pennsylvania
$720K
ALMGDA
270
AG2R La Mondiale Gestion d'Actifs
France
$711K
Wealth Enhancement Advisory Services
271
Wealth Enhancement Advisory Services
Minnesota
$709K
AssetMark Inc
272
AssetMark Inc
California
$706K
Mackenzie Financial
273
Mackenzie Financial
Ontario, Canada
$701K
PFG
274
Prosperity Financial Group
California
$693K
BS
275
Banco Santander
Spain
$685K