485 hedge funds and large institutions have $12B invested in Samsara in 2025 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 199 increasing their positions, 134 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

13.3% more ownership

Funds ownership: 87.06%100.36% (+13%)

12% more call options, than puts

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

10% more funds holding

Funds holding: 442485 (+43)

Holders
485
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$253M
Puts
$226M
Net Calls
Net Calls Change

Top Buyers

1 +$343M
2 +$245M
3 +$220M
4
Goldman Sachs
Goldman Sachs
New York
+$186M
5
Morgan Stanley
Morgan Stanley
New York
+$175M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
326
Steward Partners Investment Advisory
New York
$422K
ORI
327
Oak Ridge Investments
Illinois
$407K
RCA
328
Runnymede Capital Advisors
Ohio
$406K
Lido Advisors
329
Lido Advisors
California
$401K
SW
330
SVB Wealth
Massachusetts
$399K
LAI
331
Legal Advantage Investments
California
$398K
AC
332
Armistice Capital
New York
$394K
Macquarie Group
333
Macquarie Group
Australia
$393K
AWM
334
Avior Wealth Management
Nebraska
$385K
Cambridge Investment Research Advisors
335
Cambridge Investment Research Advisors
Iowa
$377K
DekaBank Deutsche Girozentrale
336
DekaBank Deutsche Girozentrale
Germany
$369K
GC
337
Guggenheim Capital
Illinois
$368K
FDCDDQ
338
Federation des caisses Desjardins du Quebec
Quebec, Canada
$367K
BTI
339
Blue Trust Inc
Georgia
$361K
MFAM
340
Motley Fool Asset Management
Virginia
$360K
Capstone Investment Advisors
341
Capstone Investment Advisors
New York
$350K
CWM
342
Cornerstone Wealth Management
Missouri
$345K
M1FG
343
Mach-1 Financial Group
Arkansas
$341K
XT
344
XTX Topco
Cayman Islands
$329K
PCP
345
Perbak Capital Partners
United Kingdom
$328K
Truist Financial
346
Truist Financial
North Carolina
$314K
PAS
347
Park Avenue Securities
New York
$312K
OSAM
348
O'Shaughnessy Asset Management
Connecticut
$310K
JCM
349
Janney Capital Management
Pennsylvania
$305K
LBWM
350
Left Brain Wealth Management
Illinois
$304K