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Samsara
IOT

434 hedge funds and large institutions have $10.7B invested in Samsara in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 174 increasing their positions, 102 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 54

71% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 102

22% more call options, than puts

Call options by funds: $261M | Put options by funds: $213M

12% more funds holding

Funds holding: 386 → 434 (+48)

2% less capital invested

Capital invested by funds: $10.9B → $10.7B (-$211M)

8% less funds holding in top 10

Funds holding in top 10: 13 → 12 (-1)

10.33% less ownership

Funds ownership: 100.98% → 90.66% (-10%)

Holders
434
Holders Change
+48
Holders Change %
+12.44%
% of All Funds
5.72%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
109
Increased
174
Reduced
102
Closed
54
Calls
$261M
Puts
$213M
Net Calls
+$47.6M
Net Calls Change
-$36.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$313M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$140M
3
Sands Capital Management
Sands Capital Management
Virginia
+$106M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$106M
5
UBS Group
UBS Group
Switzerland
+$74.2M

Top Sellers

1
GCGM
General Catalyst Group Management
Massachusetts
-$288M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$63.4M
3
Citadel Advisors
Citadel Advisors
Florida
-$56.9M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$52.8M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$45M
Name Holding Trade Value Shares
Change 		Change in
Stake
T
401
Tidemark
California
$2.84K – – –
RIL
402
Rothschild Investment LLC
Illinois
$2.62K -$984 -20 -25%
ACM
403
Anfield Capital Management
California
$2.58K – – –
PWMG
404
Prestige Wealth Management Group
New Jersey
$2.45K +$2.75K +56 New
AF
405
Allworth Financial
California
$2.39K – – –
EWA
406
EverSource Wealth Advisors
Alabama
$2.19K +$689 +14 +39%
PCM
407
Penserra Capital Management
California
$2K -$2.85M -57,886 -100%
Bessemer Group
408
Bessemer Group
New Jersey
$2K +$2.02K +41 New
JWA
409
JFS Wealth Advisors
Pennsylvania
$1.75K +$246 +5 +14%
TCM
410
Tradewinds Capital Management
Washington
$1.75K +$1.97K +40 New
TC
411
Trust Company
Kansas
$1.57K – – –
SO
412
Sierra Ocean
California
$1.44K +$1.62K +33 New
TWC
413
TD Waterhouse Canada
Ontario, Canada
$1.27K +$394 +8 +38%
CFD
414
Creative Financial Designs
Indiana
$1.09K +$1.23K +25 New
OW
415
Olistico Wealth
Oklahoma
$1K – – –
HNB
416
Huntington National Bank
Ohio
$743 +$836 +17 New
RAM
417
Riggs Asset Management
Pennsylvania
$703 – – –
HCP
418
Hexagon Capital Partners
Arkansas
$655 +$738 +15 New
AA
419
Addison Advisors
Vermont
$612 – – –
DPW
420
DiNuzzo Private Wealth
Pennsylvania
$525 -$148 -3 -20%
LFG
421
Larson Financial Group
Missouri
$524 – – –
BCH
422
Berkshire Capital Holdings
California
$437 – – –
PWA
423
Principia Wealth Advisory
Texas
$393 +$443 +9 New
GRP
424
Global Retirement Partners
California
$350 -$18.8K -382 -98%
TWD
425
True Wealth Design
Ohio
$306 +$197 +4 +133%
15 16
17
18 19

IOT Hedge Fund Activity: Q4 2024 in Review

434 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Samsara (IOT) for Q4 2024, worth a combined $10.7B — down 1.9% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new IOT positions and 54 closed out — a net gain of 55 holders — while 174 added to existing stakes and 102 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $313M. The largest seller was General Catalyst Group Management, cutting an estimated $288M.

  • 434 institutional investors held Samsara (IOT) as of Q4 2024, up from 386 in Q3 2024.
  • Funds reported $10.7B of Samsara stock for Q4 2024, down 1.9% quarter-over-quarter.
  • 109 funds opened new Samsara positions in Q4 2024 and 54 closed out, a net change of +55 holders.
  • The largest Samsara buyer in Q4 2024 was Morgan Stanley, an estimated $313M added.
  • The largest Samsara seller in Q4 2024 was General Catalyst Group Management, an estimated $288M sold.

Based on aggregated 13F filings for Q4 2024.