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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
OSAM
351
O'Shaughnessy Asset Management
Connecticut
$310K -$437K -10,586 -58%
JCM
352
Janney Capital Management
Pennsylvania
$305K -$41.5K -1,005 -12%
LBWM
353
Left Brain Wealth Management
Illinois
$304K -$105K -2,550 -25%
IFWM
354
Institute for Wealth Management
Colorado
$303K -$579 -14 -0.2%
Schroder Investment Management Group
355
Schroder Investment Management Group
United Kingdom
$299K -$116K -2,799 -27%
PNC Financial Services Group
356
PNC Financial Services Group
Pennsylvania
$299K -$106K -2,568 -25%
MLM
357
Mount Lucas Management
Pennsylvania
$289K +$300K +7,256 New
SWM
358
Spire Wealth Management
Virginia
$282K -$212K -5,122 -42%
IMCOOI
359
Investment Management Corp of Ontario (IMCO)
Canada
$278K -$240K -5,804 -45%
AAM
360
Advisors Asset Management
Colorado
$276K +$161K +3,904 +129%
ECM
361
Everence Capital Management
Indiana
$275K
CCM
362
Coldstream Capital Management
Washington
$273K -$22.8K -551 -7%
CFG
363
Citizens Financial Group
Rhode Island
$271K +$281K +6,808 New
KCM
364
KRS Capital Management
Michigan
$269K +$4.34K +105 +2%
AAMU
365
APG Asset Management US
New York
$269K
Aberdeen Group
366
Aberdeen Group
United Kingdom
$257K +$267K +6,455 New
KPWS
367
Kestra Private Wealth Services
Texas
$256K +$266K +6,438 New
SSG
368
Summit Securities Group
New York
$251K +$261K +6,309 New
RPCONE
369
Retirement Planning Company of New England
Rhode Island
$243K +$26.9K +650 +12%
QFW
370
QTR Family Wealth
Florida
$241K -$60K -1,453 -19%
AIM
371
Arcadia Investment Management
Michigan
$239K
CIBC World Market
372
CIBC World Market
Ontario, Canada
$238K +$247K +5,973 New
FFA
373
Farther Finance Advisors
California
$237K +$136K +3,287 +123%
CIBC Asset Management
374
CIBC Asset Management
Ontario, Canada
$236K
AIM
375
Allen Investment Management
New York
$223K +$232K +5,613 New

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.