509 hedge funds and large institutions have $11.6B invested in Samsara in 2025 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 207 increasing their positions, 144 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

3% less capital invested

Capital invested by funds: $12B → $11.6B (-$353M)

11.04% less ownership

Funds ownership: 100.36%89.32% (-11%)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
509
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$256M
Puts
$153M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
476
Fortitude Family Office
Arizona
$1.9K
IW
477
Imprint Wealth
South Carolina
$1.86K
AP
478
Aspect Partners
Virginia
$1.79K
CT
479
Clearstead Trust
Maine
$1.71K
CH
480
Cromwell Holdings
Wyoming
$1.71K
TCM
481
Tradewinds Capital Management
Washington
$1.49K
AUB
482
Atlantic Union Bankshares
Virginia
$1.49K
JWM
483
JPL Wealth Management
Colorado
$1.3K
TWC
484
TD Waterhouse Canada
Ontario, Canada
$1.3K
PTC
485
Private Trust Company
Ohio
$1.27K
NS
486
NBC Securities
Alabama
$1.15K
WANY
487
Wealthspire Advisors (New York)
New York
$1.08K
CCM
488
Cloud Capital Management
Washington
$1K
JWA
489
JFS Wealth Advisors
Pennsylvania
$969
PA
490
Pineridge Advisors
Missouri
$931
GA
491
Guerra Advisors
Florida
$857
QCG
492
Quadrant Capital Group
Ohio
$634
NSIM
493
North Star Investment Management
Illinois
$559
BIM
494
Breakwater Investment Management
Washington
$522
DPW
495
DiNuzzo Private Wealth
Pennsylvania
$470
TWD
496
True Wealth Design
Ohio
$373
PFBT
497
Parkside Financial Bank & Trust
Missouri
$373
MPWT
498
MassMutual Private Wealth & Trust
Connecticut
$335
Pacer Advisors
499
Pacer Advisors
Pennsylvania
$298
TIM
500
Tortoise Investment Management
New York
$261