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
IFWM
351
Institute for Wealth Management
Colorado
$303K
Schroder Investment Management Group
352
Schroder Investment Management Group
United Kingdom
$299K
PNC Financial Services Group
353
PNC Financial Services Group
Pennsylvania
$299K
MLM
354
Mount Lucas Management
Pennsylvania
$289K
SWM
355
Spire Wealth Management
Virginia
$282K
IMCOOI
356
Investment Management Corp of Ontario (IMCO)
Canada
$278K
AAM
357
Advisors Asset Management
Colorado
$276K
ECM
358
Everence Capital Management
Indiana
$275K
CCM
359
Coldstream Capital Management
Washington
$273K
CFG
360
Citizens Financial Group
Rhode Island
$271K
KCM
361
KRS Capital Management
Michigan
$269K
AAMU
362
APG Asset Management US
New York
$269K
Aberdeen Group
363
Aberdeen Group
United Kingdom
$257K
KPWS
364
Kestra Private Wealth Services
Texas
$256K
SSG
365
Summit Securities Group
New York
$251K
RPCONE
366
Retirement Planning Company of New England
Rhode Island
$243K
QFW
367
QTR Family Wealth
Florida
$241K
AIM
368
Arcadia Investment Management
Michigan
$239K
CIBC World Market
369
CIBC World Market
Ontario, Canada
$238K
FFA
370
Farther Finance Advisors
California
$237K
CIBC Asset Management
371
CIBC Asset Management
Ontario, Canada
$236K
CAM
372
Cresset Asset Management
Illinois
$231K
OMG
373
One Madison Group
New York
$223K
AIM
374
Allen Investment Management
New York
$223K
SF
375
Synovus Financial
Georgia
$222K