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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
Connor, Clark & Lunn Investment Management (CC&L)
451
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$697K -14,477 Closed
FAM
452
Fred Alger Management
New York
– -$692K -14,389 Closed
Prudential Financial
453
Prudential Financial
New Jersey
– -$633K -13,146 Closed
AIM
454
Achmea Investment Management
Netherlands
– -$547K -11,361 Closed
VI
455
Versor Investments
New York
– -$531K -11,036 Closed
SRL
456
Scientech Research LLC
New Jersey
– -$526K -10,922 Closed
IAIM
457
International Assets Investment Management
Florida
– -$225 -10,827 Closed
PP
458
Paloma Partners
Connecticut
– -$493K -10,242 Closed
American Century Companies
459
American Century Companies
Missouri
– -$447K -9,294 Closed
Thrivent Financial for Lutherans
460
Thrivent Financial for Lutherans
Minnesota
– -$441K -9,166 Closed
Jacobs Levy Equity Management
461
Jacobs Levy Equity Management
New Jersey
– -$430K -8,931 Closed
Balyasny Asset Management
462
Balyasny Asset Management
Illinois
– -$416K -8,449 Closed
WJWM
463
Williams Jones Wealth Management
New York
– -$353K -7,342 Closed
BC
464
Bridgefront Capital
Texas
– -$293K -6,096 Closed
JHU
465
Johns Hopkins University
Maryland
– -$287K -5,974 Closed
MCM
466
Moore Capital Management
New York
– -$285K -5,920 Closed
BBA
467
Baader Bank Aktiengesellschaft
Germany
– -$279K -5,800 Closed
UM
468
UniSuper Management
Australia
– -$269K -5,600 Closed
QCM
469
Qsemble Capital Management
New York
– -$229K -4,755 Closed
TCA
470
Transcend Capital Advisors
New Jersey
– -$215K -4,475 Closed
GIM
471
Grassi Investment Management
California
– -$207K -4,300 Closed
FCM
472
Fortis Capital Management
Washington
– -$200K -4,162 Closed
JIP
473
Jaffetilchin Investment Partners
Florida
– -$106K -2,212 Closed
WI
474
Wintrust Investments
Illinois
– -$62K -1,291 Closed
HGA
475
Hobbs Group Advisors
South Carolina
– -$5.86K -700 Closed
16 17 18
19
20

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.