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447 hedge funds and large institutions have $10.1B invested in Samsara in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 206 increasing their positions, 112 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 112

29% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 59

24% more call options, than puts

Call options by funds: $209M | Put options by funds: $168M

3% more funds holding

Funds holding: 434447 (+13)

2.82% less ownership

Funds ownership: 90.66%87.84% (-2.8%)

6% less capital invested

Capital invested by funds: $10.7B → $10.1B (-$592M)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
447
Holders Change
+13
Holders Change %
+3%
% of All Funds
5.99%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.15%
New
76
Increased
206
Reduced
112
Closed
59
Calls
$209M
Puts
$168M
Net Calls
+$40.9M
Net Calls Change
-$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
276
Petrus Trust Company
Texas
$458K +$172K +3,700 +45%
IFG
277
Independent Financial Group
California
$457K +$37.6K +807 +7%
CWM
278
CIBC World Markets
New York
$453K +$90.6K +1,945 +20%
CIA
279
Choate Investment Advisors
Massachusetts
$451K
RWM
280
Ritholtz Wealth Management
New York
$450K -$21.5K -461 -4%
SS
281
SBI Securities
Japan
$448K +$84.6K +1,816 +18%
CAPTRUST Financial Advisors
282
CAPTRUST Financial Advisors
North Carolina
$440K +$20.4K +437 +4%
AWM
283
Avior Wealth Management
Nebraska
$437K
KAS
284
Kestra Advisory Services
Texas
$428K +$295K +6,338 +131%
State Board of Administration of Florida Retirement System
285
State Board of Administration of Florida Retirement System
Florida
$427K +$234K +5,020 +82%
DFCM
286
Dark Forest Capital Management
Puerto Rico
$418K +$508K +10,917 New
Royal London Asset Management
287
Royal London Asset Management
United Kingdom
$418K +$508K +10,901 New
Schroder Investment Management Group
288
Schroder Investment Management Group
United Kingdom
$401K +$480K +10,305 New
Assenagon Asset Management
289
Assenagon Asset Management
Luxembourg
$396K +$63.1K +1,355 +15%
LCM
290
Laurion Capital Management
New York
$394K -$546K -11,714 -53%
Capstone Investment Advisors
291
Capstone Investment Advisors
New York
$392K +$477K +10,238 New
ORI
292
Oak Ridge Investments
Illinois
$391K -$11.6K -250 -2%
RCA
293
Runnymede Capital Advisors
Ohio
$391K +$4.66K +100 +1%
LBWM
294
Left Brain Wealth Management
Illinois
$391K +$149K +3,200 +46%
EF
295
Empowered Funds
Pennsylvania
$390K +$15.6K +335 +3%
Mercer Global Advisors
296
Mercer Global Advisors
Colorado
$390K -$304K -6,533 -39%
PNC Financial Services Group
297
PNC Financial Services Group
Pennsylvania
$386K -$219K -4,712 -32%
Lido Advisors
298
Lido Advisors
California
$383K -$140K -2,998 -23%
Macquarie Group
299
Macquarie Group
Australia
$379K
BCV
300
Banque Cantonale Vaudoise
Switzerland
$377K +$458K +9,834 New