We are live on ! Find out more

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
CT
426
Clearstead Trust
Maine
$1.07K +$1.3K +28 New
CIBC Private Wealth Group
427
CIBC Private Wealth Group
Georgia
$1.06K +$1.44K +31 New
PCM
428
Penserra Capital Management
California
$1K
Lazard Asset Management
429
Lazard Asset Management
New York
$1K +$792 +17 +113%
PWA
430
Physician Wealth Advisors
Utah
$959 +$1.16K +25 New
SSB
431
Sandy Spring Bank
Maryland
$767 +$931 +20 New
PWA
432
Principia Wealth Advisory
Texas
$671 +$373 +8 +89%
RAM
433
Riggs Asset Management
Pennsylvania
$614
ACA
434
American Capital Advisory
Idaho
$460 +$559 +12 New
BIG
435
Brooklyn Investment Group
New York
$384 +$466 +10 New
BCH
436
Berkshire Capital Holdings
California
$383
DPW
437
DiNuzzo Private Wealth
Pennsylvania
$307 -$186 -4 -33%
TWD
438
True Wealth Design
Ohio
$307 +$47 +1 +14%
LFG
439
Larson Financial Group
Missouri
$268 -$233 -5 -42%
Pacer Advisors
440
Pacer Advisors
Pennsylvania
$268 +$47 +1 +17%
GWSG
441
GPS Wealth Strategies Group
Colorado
$192
GFPC
442
Global Financial Private Client
Florida
$153 +$93 +2 +100%
ANBT
443
American National Bank & Trust
Texas
$122 +$140 +3 New
PWM
444
Parkworth Wealth Management
California
$38 -$47 -1 -50%
BHWM
445
Bay Harbor Wealth Management
Maryland
$38 +$47 +1 New
ACM
446
Altimeter Capital Management
Massachusetts
-$63.7M -1,458,148 Closed
Voloridge Investment Management
447
Voloridge Investment Management
Florida
-$38.8M -887,911 Closed
Renaissance Technologies
448
Renaissance Technologies
New York
-$33.4M -764,300 Closed
STP
449
Science & Technology Partners
New York
-$22M -503,900 Closed
WT
450
Wellcome Trust
United Kingdom
-$18.6M -425,877 Closed

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.