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538 hedge funds and large institutions have $11.5B invested in Samsara in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 225 increasing their positions, 144 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $179M | Put options by funds: $98.4M

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

56% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 144

6.34% more ownership

Funds ownership: 92.05%98.39% (+6.3%)

5% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 97

1% less funds holding

Funds holding: 543538 (-5)

2% less capital invested

Capital invested by funds: $11.7B → $11.5B (-$209M)

Holders
538
Holders Change
-5
Holders Change %
-0.92%
% of All Funds
6.63%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.16%
New
102
Increased
225
Reduced
144
Closed
97
Calls
$179M
Puts
$98.4M
Net Calls
+$81M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
451
SOA Wealth Advisors
New York
$15.8K +$15.3K +500 New
FDW
452
Fourth Dimension Wealth
Ohio
$15.5K
ASN
453
Advisory Services Network
Georgia
$15.2K +$14.7K +480 New
TSMHT
454
Thurston Springer Miller Herd & Titak
Indiana
$14.8K
SWM
455
Spire Wealth Management
Virginia
$13.4K -$34.4K -1,125 -73%
MPWT
456
MassMutual Private Wealth & Trust
Connecticut
$12.4K +$11.7K +383 +4,256%
SFG
457
Strive Financial Group
Indiana
$12K
HNB
458
Huntington National Bank
Ohio
$11.7K +$11.2K +368 +18,400%
SVCP
459
Silicon Valley Capital Partners
California
$10.3K
GWSA
460
Global Wealth Strategies & Associates
Colorado
$9.51K
MAM
461
Marquette Asset Management
Minnesota
$8.21K +$2.44K +80 +45%
AF
462
Advisornet Financial
Minnesota
$7.76K +$3.42K +112 +84%
ZBNA
463
Zions Bancorporation, National Association
Utah
$7.07K +$5.01K +164 +278%
RF
464
Rossby Financial
Florida
$6.78K +$2.87K +94 +79%
ACM
465
Aster Capital Management
United Arab Emirates
$6.71K +$5.34K +175 New
CCA
466
Catalyst Capital Advisors
New York
$6.34K -$15.3K -500 -71%
LI
467
LRI Investments
Florida
$6.28K +$6.05K +198 New
NSIM
468
North Star Investment Management
Illinois
$6.15K +$5.47K +179 +1,193%
CAL
469
Capital Advisors Ltd
Ohio
$6K +$5.56K +182 New
SIC
470
SJS Investment Consulting
Ohio
$4.69K -$3.91K -128 -46%
BIA
471
Bell Investment Advisors
California
$4.56K -$1.8K -59 -29%
CT
472
Clearstead Trust
Maine
$4.41K +$3.12K +102 +276%
CFG
473
Clayton Financial Group
Missouri
$4.31K
MCM
474
Manchester Capital Management
Vermont
$4.31K +$1.86K +61 +81%
PCM
475
Peregrine Capital Management
Minnesota
$3.87K +$3.73K +122 New