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489 hedge funds and large institutions have $12B invested in Samsara in 2025 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 204 increasing their positions, 134 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 62

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

52% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 134

19% more capital invested

Capital invested by funds: $10.1B → $12B (+$1.89B)

12.61% more ownership

Funds ownership: 87.84%100.44% (+13%)

12% more call options, than puts

Call options by funds: $253M | Put options by funds: $226M

9% more funds holding

Funds holding: 447489 (+42)

Holders
489
Holders Change
+42
Holders Change %
+9.4%
% of All Funds
6.44%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.22%
New
109
Increased
204
Reduced
134
Closed
62
Calls
$253M
Puts
$226M
Net Calls
+$27.4M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
326
Avantax Advisory Services
Texas
$426K +$57.7K +1,397 +15%
JWS
327
Juncture Wealth Strategies
Arizona
$425K -$240K -5,812 -35%
PL
328
Parkwood LLC
Ohio
$425K +$442K +10,693 New
SPIA
329
Steward Partners Investment Advisory
New York
$422K +$58.8K +1,423 +15%
ORI
330
Oak Ridge Investments
Illinois
$407K +$1.41K +34 +0.3%
RCA
331
Runnymede Capital Advisors
Ohio
$406K
Lido Advisors
332
Lido Advisors
California
$401K +$3.18K +77 +0.8%
SW
333
SVB Wealth
Massachusetts
$399K -$1.15M -27,893 -74%
LAI
334
Legal Advantage Investments
California
$398K +$82.7K +2,000 +25%
AC
335
Armistice Capital
New York
$394K +$410K +9,912 New
Macquarie Group
336
Macquarie Group
Australia
$393K
AWM
337
Avior Wealth Management
Nebraska
$385K -$70.5K -1,707 -15%
Cambridge Investment Research Advisors
338
Cambridge Investment Research Advisors
Iowa
$377K +$3.06K +74 +0.8%
DekaBank Deutsche Girozentrale
339
DekaBank Deutsche Girozentrale
Germany
$369K +$3.02K +73 +0.8%
GC
340
Guggenheim Capital
Illinois
$368K +$109K +2,631 +40%
FDCDDQ
341
Federation des caisses Desjardins du Quebec
Quebec, Canada
$367K +$138K +3,335 +57%
BTI
342
Blue Trust Inc
Georgia
$361K +$41K +993 +12%
MFAM
343
Motley Fool Asset Management
Virginia
$360K -$12K -290 -3%
Capstone Investment Advisors
344
Capstone Investment Advisors
New York
$350K -$59.1K -1,430 -14%
CWM
345
Cornerstone Wealth Management
Missouri
$345K +$99K +2,395 +38%
M1FG
346
Mach-1 Financial Group
Arkansas
$341K +$354K +8,564 New
XT
347
XTX Topco
Cayman Islands
$329K +$342K +8,265 New
PCP
348
Perbak Capital Partners
United Kingdom
$328K +$341K +8,247 New
Truist Financial
349
Truist Financial
North Carolina
$314K -$389K -9,404 -54%
PAS
350
Park Avenue Securities
New York
$312K +$30.2K +730 +10%

IOT Hedge Fund Activity: Q2 2025 in Review

489 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Samsara (IOT) for Q2 2025, worth a combined $12B — up 19% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new IOT positions and 62 closed out — a net gain of 47 holders — while 204 added to existing stakes and 134 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $356M. The largest seller was Jennison Associates, cutting an estimated $236M.

  • 489 institutional investors held Samsara (IOT) as of Q2 2025, up from 447 in Q1 2025.
  • Funds reported $12B of Samsara stock for Q2 2025, up 19% quarter-over-quarter.
  • 109 funds opened new Samsara positions in Q2 2025 and 62 closed out, a net change of +47 holders.
  • The largest Samsara buyer in Q2 2025 was Baillie Gifford & Co, an estimated $356M added.
  • The largest Samsara seller in Q2 2025 was Jennison Associates, an estimated $236M sold.

Based on aggregated 13F filings for Q2 2025.