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516 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, 147 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $256M | Put options by funds: $153M

41% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 147

39% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 79

6% more funds holding

Funds holding: 489516 (+27)

3% less capital invested

Capital invested by funds: $12B → $11.6B (-$328M)

10.85% less ownership

Funds ownership: 100.44%89.59% (-11%)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
516
Holders Change
+27
Holders Change %
+5.52%
% of All Funds
6.77%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.18%
New
110
Increased
208
Reduced
147
Closed
79
Calls
$256M
Puts
$153M
Net Calls
+$103M
Net Calls Change
+$75.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LBWM
376
Left Brain Wealth Management
Illinois
$285K
SPC
377
Sigma Planning Corp
Michigan
$283K -$195K -5,240 -41%
WSFS
378
Wilmington Savings Fund Society
Delaware
$280K -$336K -9,053 -55%
JCM
379
Janney Capital Management
Pennsylvania
$278K -$7.43K -200 -3%
AGWCA
380
Annis Gardner Whiting Capital Advisors
Florida
$273K +$272K +7,335 New
JWS
381
Juncture Wealth Strategies
Arizona
$271K -$127K -3,406 -32%
CIBC World Market
382
CIBC World Market
Ontario, Canada
$268K +$45.4K +1,222 +20%
KCM
383
KRS Capital Management
Michigan
$267K +$14.8K +398 +6%
KRSITF
384
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$263K +$262K +7,060 New
AAMU
385
APG Asset Management US
New York
$262K
PF
386
Phoenix Financial
Israel
$261K +$260K +7,000 New
RS
387
Rakuten Securities
Japan
$260K -$706K -19,020 -73%
ECM
388
Everence Capital Management
Indiana
$258K
CGL
389
Clarius Group LLC
Washington
$252K +$49K +1,320 +24%
MLM
390
Mount Lucas Management
Pennsylvania
$251K -$19.4K -521 -7%
RS
391
R Squared
Hong Kong
$238K +$237K +6,381 New
Carson Wealth (CWM LLC)
392
Carson Wealth (CWM LLC)
Nebraska
$236K +$190K +5,125 +426%
Janney Montgomery Scott
393
Janney Montgomery Scott
Pennsylvania
$227K +$226K +6,093 New
AIM
394
Arcadia Investment Management
Michigan
$224K
CIBC Asset Management
395
CIBC Asset Management
Ontario, Canada
$221K
VCM
396
Voleon Capital Management
California
$219K +$218K +5,880 New
JHU
397
Johns Hopkins University
Maryland
$217K -$1.94M -52,115 -90%
SF
398
Synovus Financial
Georgia
$215K +$7.76K +209 +4%
Vontobel Holding
399
Vontobel Holding
Switzerland
$213K +$13K +350 +7%
VIM
400
Vinva Investment Management
Australia
$204K -$598K -16,100 -75%