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543 hedge funds and large institutions have $11.7B invested in Samsara in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 249 increasing their positions, 142 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 142

67% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 60

45% more call options, than puts

Call options by funds: $225M | Put options by funds: $156M

5% more funds holding

Funds holding: 516543 (+27)

2.46% more ownership

Funds ownership: 89.59%92.05% (+2.5%)

0% more capital invested

Capital invested by funds: $11.6B → $11.7B (+$49.7M)

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
543
Holders Change
+27
Holders Change %
+5.23%
% of All Funds
6.61%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.1%
New
100
Increased
249
Reduced
142
Closed
60
Calls
$225M
Puts
$156M
Net Calls
+$69.5M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FDW
451
Fourth Dimension Wealth
Ohio
$17.4K
EWP
452
Elevation Wealth Partners
California
$16.8K +$18.3K +474 New
TSMHT
453
Thurston Springer Miller Herd & Titak
Indiana
$16.5K +$18K +466 New
SAG
454
SageView Advisory Group
California
$16K +$17.4K +450 New
RIL
455
Rothschild Investment LLC
Illinois
$15.7K +$232 +6 +1%
SEP
456
Signature Equity Partners
Ohio
$15.2K +$16.6K +428 New
S
457
SignatureFD
Georgia
$14.4K -$12K -310 -43%
SFG
458
Strive Financial Group
Indiana
$13.7K +$15K +387 New
SL
459
Salomon & Ludwin
Virginia
$13K +$14.7K +379 New
TWC
460
TD Waterhouse Canada
Ontario, Canada
$12.8K +$12.6K +326 +959%
SVCP
461
Silicon Valley Capital Partners
California
$11.5K
LFG
462
Larson Financial Group
Missouri
$10.9K -$7.7K -199 -39%
GWSA
463
Global Wealth Strategies & Associates
Colorado
$10.6K
PUI
464
Purpose Unlimited Inc
$10.1K +$11K +284 New
SIC
465
SJS Investment Consulting
Ohio
$9.79K +$426 +11 +4%
CFO
466
CVA Family Office
Colorado
$9.15K +$6.81K +176 +215%
RFP
467
Root Financial Partners
California
$7.83K +$6K +155 +235%
EWA
468
EverSource Wealth Advisors
Alabama
$7.69K +$4.18K +108 +99%
BIA
469
Bell Investment Advisors
California
$7.2K +$4.41K +114 +128%
SAM
470
Smartleaf Asset Management
Massachusetts
$6.98K +$7.51K +194 New
MAM
471
Marquette Asset Management
Minnesota
$6.35K +$4.64K +120 +203%
SC
472
SouthState Corp
Florida
$5.88K +$2.83K +73 +78%
DT
473
DV Trading
Illinois
$5.71K +$6.23K +161 New
MCM
474
MAI Capital Management
Ohio
$5.67K -$1.94K -50 -24%
SGK
475
Steigerwald Gordon & Koch
Virginia
$5K +$5.46K +141 New