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489 hedge funds and large institutions have $12B invested in Samsara in 2025 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 204 increasing their positions, 134 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 62

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

52% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 134

19% more capital invested

Capital invested by funds: $10.1B → $12B (+$1.89B)

12.61% more ownership

Funds ownership: 87.84%100.44% (+13%)

12% more call options, than puts

Call options by funds: $253M | Put options by funds: $226M

9% more funds holding

Funds holding: 447489 (+42)

Holders
489
Holders Change
+42
Holders Change %
+9.4%
% of All Funds
6.44%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.22%
New
109
Increased
204
Reduced
134
Closed
62
Calls
$253M
Puts
$226M
Net Calls
+$27.4M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
451
Evolution Wealth Management
Florida
$3.98K +$4.13K +100 New
BI
452
Binnacle Investments
Iowa
$3.1K +$331 +8 +11%
HI
453
Harbour Investments
Wisconsin
$2.75K
SO
454
Sierra Ocean
California
$2.63K -$165 -4 -6%
ACM
455
Anfield Capital Management
California
$2.35K
PWMG
456
Prestige Wealth Management Group
New Jersey
$2.23K
FFO
457
Fortitude Family Office
Arizona
$2.03K +$2.11K +51 New
TWC
458
TD Waterhouse Canada
Ontario, Canada
$1.61K +$207 +5 +14%
TCM
459
Tradewinds Capital Management
Washington
$1.59K
BIG
460
Brooklyn Investment Group
New York
$1.59K +$1.24K +30 +300%
CIAM
461
Caitong International Asset Management
Hong Kong
$1.47K +$1.53K +37 New
RAM
462
Riggs Asset Management
Pennsylvania
$1.43K +$827 +20 +125%
GRP
463
Global Retirement Partners
California
$1.39K +$1.45K +35 New
PTC
464
Private Trust Company
Ohio
$1.35K -$51.3K -1,242 -97%
RIL
465
Rothschild Investment LLC
Illinois
$1.19K -$1.24K -30 -50%
JWA
466
JFS Wealth Advisors
Pennsylvania
$1.15K -$1.03K -25 -46%
PWA
467
Physician Wealth Advisors
Utah
$1.03K +$41 +1 +4%
AW
468
Avion Wealth
Texas
$1K +$1.07K +26 +186%
AUB
469
Atlantic Union Bankshares
Virginia
$796 +$827 +20 New
EP
470
Essential Partners
California
$716 +$744 +18 New
AF
471
Advisornet Financial
Minnesota
$597 -$2.56K -62 -81%
DPW
472
DiNuzzo Private Wealth
Pennsylvania
$597 +$289 +7 +88%
VCM
473
Versant Capital Management
Arizona
$557 +$579 +14 New
ACA
474
American Capital Advisory
Idaho
$518 +$41 +1 +8%
HFS
475
Hughes Financial Services
Virginia
$515 +$579 +14 New

IOT Hedge Fund Activity: Q2 2025 in Review

489 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Samsara (IOT) for Q2 2025, worth a combined $12B — up 19% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new IOT positions and 62 closed out — a net gain of 47 holders — while 204 added to existing stakes and 134 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $356M. The largest seller was Jennison Associates, cutting an estimated $236M.

  • 489 institutional investors held Samsara (IOT) as of Q2 2025, up from 447 in Q1 2025.
  • Funds reported $12B of Samsara stock for Q2 2025, up 19% quarter-over-quarter.
  • 109 funds opened new Samsara positions in Q2 2025 and 62 closed out, a net change of +47 holders.
  • The largest Samsara buyer in Q2 2025 was Baillie Gifford & Co, an estimated $356M added.
  • The largest Samsara seller in Q2 2025 was Jennison Associates, an estimated $236M sold.

Based on aggregated 13F filings for Q2 2025.