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543 hedge funds and large institutions have $11.7B invested in Samsara in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 249 increasing their positions, 142 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 142

67% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 60

45% more call options, than puts

Call options by funds: $225M | Put options by funds: $156M

5% more funds holding

Funds holding: 516543 (+27)

2.46% more ownership

Funds ownership: 89.59%92.05% (+2.5%)

0% more capital invested

Capital invested by funds: $11.6B → $11.7B (+$49.7M)

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
543
Holders Change
+27
Holders Change %
+5.23%
% of All Funds
6.6%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.1%
New
100
Increased
249
Reduced
142
Closed
60
Calls
$225M
Puts
$156M
Net Calls
+$69.5M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
401
Arcadia Investment Management
Michigan
$213K
BCI
402
Brinker Capital Investments
Pennsylvania
$205K +$224K +5,782 New
WIA
403
World Investment Advisors
California
$205K +$224K +5,775 New
VI
404
Versor Investments
New York
$203K -$939K -24,260 -81%
Vontobel Holding
405
Vontobel Holding
Switzerland
$203K
Northwestern Mutual Wealth Management
406
Northwestern Mutual Wealth Management
Wisconsin
$190K +$2.59K +67 +1%
CIAM
407
Caitong International Asset Management
Hong Kong
$178K +$186K +4,809 +2,247%
SFI
408
Siemens Fonds Invest
Germany
$175K +$33.8K +874 +22%
FFA
409
Farther Finance Advisors
California
$157K +$68.8K +1,778 +67%
UB
410
UMB Bank
Missouri
$153K +$4.68K +121 +3%
HCA
411
Harbor Capital Advisors
Illinois
$144K -$271 -7 -0.2%
Nisa Investment Advisors
412
Nisa Investment Advisors
Missouri
$142K +$155K +4,001 New
C
413
Covestor
United Kingdom
$122K -$426 -11 -0.3%
National Bank of Canada
414
National Bank of Canada
Quebec, Canada
$112K +$34.2K +883 +39%
Jones Financial Companies
415
Jones Financial Companies
Missouri
$112K +$36.8K +951 +43%
CIBC Private Wealth Group
416
CIBC Private Wealth Group
Georgia
$112K +$101K +2,611 +473%
NRG
417
Nemes Rush Group
Michigan
$101K -$19.4K -502 -15%
CCP
418
Caden Capital Partners
California
$97.2K -$5.7M -147,257 -98%
BCV
419
Banque Cantonale Vaudoise
Switzerland
$88K -$875K -22,617 -90%
PWPS
420
Pinnacle Wealth Planning Services
Ohio
$87.1K +$95.1K +2,456 New
A
421
AlphaQuest
New York
$77.4K +$8.71K +225 +11%
LSA
422
Leonteq Securities AG
Switzerland
$76.1K +$4.61K +119 +6%
Twin Tree Management
423
Twin Tree Management
Texas
$63.6K +$69.4K +1,794 New
PCM
424
Penserra Capital Management
California
$63K +$8.28K +214 +13%
MA
425
Montag & Associates
Georgia
$60.1K -$30.2K -781 -32%