483 hedge funds and large institutions have $12B invested in Samsara in 2025 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 198 increasing their positions, 133 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

13.29% more ownership

Funds ownership: 87.01%100.31% (+13%)

12% more call options, than puts

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

10% more funds holding

Funds holding: 439483 (+44)

Holders
483
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$253M
Puts
$226M
Net Calls
Net Calls Change

Top Buyers

1 +$343M
2 +$245M
3 +$220M
4
Goldman Sachs
Goldman Sachs
New York
+$186M
5
Morgan Stanley
Morgan Stanley
New York
+$175M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
451
Prestige Wealth Management Group
New Jersey
$2.23K
FFO
452
Fortitude Family Office
Arizona
$2.03K
TWC
453
TD Waterhouse Canada
Ontario, Canada
$1.61K
TCM
454
Tradewinds Capital Management
Washington
$1.59K
BIG
455
Brooklyn Investment Group
New York
$1.59K
CIAM
456
Caitong International Asset Management
Hong Kong
$1.47K
RAM
457
Riggs Asset Management
Pennsylvania
$1.43K
GRP
458
Global Retirement Partners
California
$1.39K
PTC
459
Private Trust Company
Ohio
$1.35K
RIL
460
Rothschild Investment LLC
Illinois
$1.19K
JWA
461
JFS Wealth Advisors
Pennsylvania
$1.15K
PWA
462
Physician Wealth Advisors
Utah
$1.03K
AW
463
Avion Wealth
Texas
$1K
AUB
464
Atlantic Union Bankshares
Virginia
$796
AF
465
Advisornet Financial
Minnesota
$597
DPW
466
DiNuzzo Private Wealth
Pennsylvania
$597
VCM
467
Versant Capital Management
Arizona
$557
ACA
468
American Capital Advisory
Idaho
$518
HFS
469
Hughes Financial Services
Virginia
$515
SC
470
SouthState Corp
Florida
$478
BFS
471
Bare Financial Services
Pennsylvania
$438
BCH
472
Berkshire Capital Holdings
California
$398
PWM
473
Parkworth Wealth Management
California
$398
MCM
474
Manchester Capital Management
Vermont
$319
PWA
475
Principia Wealth Advisory
Texas
$318