513 hedge funds and large institutions have $11.6B invested in Samsara in 2025 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 208 increasing their positions, 145 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

3% less capital invested

Capital invested by funds: $12B → $11.6B (-$327M)

10.83% less ownership

Funds ownership: 100.36%89.52% (-11%)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
513
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$256M
Puts
$153M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPCONE
351
Retirement Planning Company of New England
Rhode Island
$352K
KAS
352
Kestra Advisory Services
Texas
$351K
BTI
353
Blue Trust Inc
Georgia
$351K
MWM
354
Moran Wealth Management
Florida
$348K
BPA
355
Beacon Pointe Advisors
California
$345K
FDCDDQ
356
Federation des caisses Desjardins du Quebec
Quebec, Canada
$343K
Royal London Asset Management
357
Royal London Asset Management
United Kingdom
$342K
DS
358
DRW Securities
Illinois
$342K
PEAK6
359
PEAK6
Illinois
$329K
OAM
360
Oxford Asset Management
United Kingdom
$329K
CCIA
361
Campbell & Co Investment Adviser
Maryland
$328K
IFWM
362
Institute for Wealth Management
Colorado
$326K
PE
363
Point72 Europe
United Kingdom
$325K
TPCW
364
TD Private Client Wealth
New York
$323K
VFA
365
Voya Financial Advisors
Connecticut
$321K
IP
366
Intellectus Partners
California
$318K
PA
367
PharVision Advisers
Florida
$317K
CWM
368
Cornerstone Wealth Management
Missouri
$310K
SS
369
Sunbelt Securities
Texas
$308K
Principal Financial Group
370
Principal Financial Group
Iowa
$297K
KPWS
371
Kestra Private Wealth Services
Texas
$296K
TI
372
Tidal Investments
Wisconsin
$295K
LBWM
373
Left Brain Wealth Management
Illinois
$285K
SPC
374
Sigma Planning Corp
Michigan
$283K
WSFS
375
Wilmington Savings Fund Society
Delaware
$280K