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386 hedge funds and large institutions have $10.9B invested in Samsara in 2024 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 151 increasing their positions, 94 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 46

117% more funds holding in top 10

Funds holding in top 10: 613 (+7)

61% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 94

57% more capital invested

Capital invested by funds: $6.92B → $10.9B (+$3.96B)

53% more call options, than puts

Call options by funds: $243M | Put options by funds: $158M

16% more funds holding

Funds holding: 332386 (+54)

6.9% more ownership

Funds ownership: 94.08%100.98% (+6.9%)

Holders
386
Holders Change
+54
Holders Change %
+16.27%
% of All Funds
5.54%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.19%
New
102
Increased
151
Reduced
94
Closed
46
Calls
$243M
Puts
$158M
Net Calls
+$84.5M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
326
Wintrust Investments
Illinois
$62K +$52.3K +1,291 New
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$57.7K +$730 +18 +2%
UB
328
UMB Bank
Missouri
$49.2K +$16.9K +418 +69%
CA
329
Continuum Advisory
Idaho
$44.8K +$10K +247 +39%
PA
330
Parallel Advisors
California
$42.8K +$5.67K +140 +19%
CAS
331
Coppell Advisory Solutions
Texas
$30.2K
RMC
332
Resources Management Corp
Connecticut
$30K -$13.4K -330 -34%
CI Investments Inc
333
CI Investments Inc
Ontario, Canada
$28K -$6.53M -161,148 -100%
S
334
SignatureFD
Georgia
$25.7K
Carson Wealth (CWM LLC)
335
Carson Wealth (CWM LLC)
Nebraska
$25K +$7.46K +184 +55%
GRP
336
Global Retirement Partners
California
$18.8K -$31.8K -785 -67%
NFSG
337
Newbridge Financial Services Group
Florida
$15.6K
SVCP
338
Silicon Valley Capital Partners
California
$15.6K
GWSA
339
Global Wealth Strategies & Associates
Colorado
$14.4K
NC
340
nVerses Capital
Florida
$14.4K +$12.2K +300 New
IA
341
IFP Advisors
Florida
$9.91K -$11.5K -283 -58%
ACM
342
Accent Capital Management
Ohio
$9.91K +$8.35K +206 New
SPIA
343
Steward Partners Investment Advisory
New York
$9.62K +$4.05K +100 +100%
NA
344
NewEdge Advisors
Louisiana
$7.6K +$2.03K +50 +46%
BIA
345
Bell Investment Advisors
California
$6.06K
DWM
346
Darwin Wealth Management
Florida
$6.01K +$5.07K +125 New
HGA
347
Hobbs Group Advisors
South Carolina
$5.86K +$28.4K +700 New
HWM
348
Hemington Wealth Management
Virginia
$5K +$4.26K +105 New
AA
349
Ancora Advisors
Ohio
$4.81K
CFO
350
CVA Family Office
Colorado
$4.67K +$2.59K +64 +194%

IOT Hedge Fund Activity: Q3 2024 in Review

386 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Samsara (IOT) for Q3 2024, worth a combined $10.9B — up 57% from $6.92B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new IOT positions and 46 closed out — a net gain of 56 holders — while 151 added to existing stakes and 94 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $260M. The largest seller was General Catalyst Group Management, cutting an estimated $122M.

  • 386 institutional investors held Samsara (IOT) as of Q3 2024, up from 332 in Q2 2024.
  • Funds reported $10.9B of Samsara stock for Q3 2024, up 57% quarter-over-quarter.
  • 102 funds opened new Samsara positions in Q3 2024 and 46 closed out, a net change of +56 holders.
  • The largest Samsara buyer in Q3 2024 was Baillie Gifford & Co, an estimated $260M added.
  • The largest Samsara seller in Q3 2024 was General Catalyst Group Management, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2024.