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447 hedge funds and large institutions have $10.1B invested in Samsara in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 206 increasing their positions, 112 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 112

29% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 59

24% more call options, than puts

Call options by funds: $209M | Put options by funds: $168M

3% more funds holding

Funds holding: 434447 (+13)

2.82% less ownership

Funds ownership: 90.66%87.84% (-2.8%)

6% less capital invested

Capital invested by funds: $10.7B → $10.1B (-$592M)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
447
Holders Change
+13
Holders Change %
+3%
% of All Funds
5.99%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.15%
New
76
Increased
206
Reduced
112
Closed
59
Calls
$209M
Puts
$168M
Net Calls
+$40.9M
Net Calls Change
-$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
A
376
AlphaQuest
New York
$39.9K +$40.7K +873 +520%
WA
377
Whipplewood Advisors
Colorado
$37.5K +$11.3K +243 New
Loomis, Sayles & Company
378
Loomis, Sayles & Company
Massachusetts
$36K +$43.8K +940 New
CA
379
Clearstead Advisors
Ohio
$36K +$29.7K +638 +213%
FDW
380
Fourth Dimension Wealth
Ohio
$33.4K
TSMHT
381
Thurston Springer Miller Herd & Titak
Indiana
$31.1K +$37.8K +812 New
CI Investments Inc
382
CI Investments Inc
Ontario, Canada
$29K -$17.7K -381 -34%
Fifth Third Bancorp
383
Fifth Third Bancorp
Ohio
$27.1K +$8.85K +190 +37%
LSA
384
Leonteq Securities AG
Switzerland
$27K -$8.34K -179 -20%
S
385
SignatureFD
Georgia
$25.3K +$5.87K +126 +24%
KFGG
386
Keystone Financial Group (Georgia)
Georgia
$24.8K +$21K +450 +300%
WTC
387
WhitTier Trust Company
Nevada
$22.6K +$27.4K +589 New
NA
388
NewEdge Advisors
Louisiana
$21.9K
GI
389
GAMMA Investing
California
$21.9K +$23.6K +506 +767%
FS
390
Financially Speaking
Colorado
$19.2K
HNB
391
Huntington National Bank
Ohio
$19.1K +$22.4K +482 +2,835%
SC
392
SouthState Corp
Florida
$18.7K +$22.7K +487 New
SIC
393
SJS Investment Consulting
Ohio
$18.6K +$22.4K +480 +9,600%
ABWM
394
Alpine Bank Wealth Management
Colorado
$15.1K +$18.4K +395 New
GWM
395
Geneos Wealth Management
Colorado
$14.9K +$18.2K +390 New
IA
396
IFP Advisors
Florida
$14.8K -$19.5K -418 -52%
SVCP
397
Silicon Valley Capital Partners
California
$12.6K
GWSA
398
Global Wealth Strategies & Associates
Colorado
$11.5K
CFO
399
CVA Family Office
Colorado
$10.9K +$9.13K +196 +223%
FHA
400
First Horizon Advisors
Tennessee
$10.7K +$5.78K +124 +79%

IOT Hedge Fund Activity: Q1 2025 in Review

447 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Samsara (IOT) for Q1 2025, worth a combined $10.1B — down 5.6% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IOT positions and 59 closed out — a net gain of 17 holders — while 206 added to existing stakes and 112 trimmed.

The largest buyer was Jennison Associates, adding an estimated $520M. The largest seller was Morgan Stanley, cutting an estimated $448M.

  • 447 institutional investors held Samsara (IOT) as of Q1 2025, up from 434 in Q4 2024.
  • Funds reported $10.1B of Samsara stock for Q1 2025, down 5.6% quarter-over-quarter.
  • 76 funds opened new Samsara positions in Q1 2025 and 59 closed out, a net change of +17 holders.
  • The largest Samsara buyer in Q1 2025 was Jennison Associates, an estimated $520M added.
  • The largest Samsara seller in Q1 2025 was Morgan Stanley, an estimated $448M sold.

Based on aggregated 13F filings for Q1 2025.