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516 hedge funds and large institutions have $11.6B invested in Samsara in 2025 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 208 increasing their positions, 147 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $256M | Put options by funds: $153M

41% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 147

39% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 79

6% more funds holding

Funds holding: 489516 (+27)

3% less capital invested

Capital invested by funds: $12B → $11.6B (-$328M)

10.85% less ownership

Funds ownership: 100.44%89.59% (-11%)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
516
Holders Change
+27
Holders Change %
+5.52%
% of All Funds
6.77%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.18%
New
110
Increased
208
Reduced
147
Closed
79
Calls
$256M
Puts
$153M
Net Calls
+$103M
Net Calls Change
+$75.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
476
Advisornet Financial
Minnesota
$2.2K +$1.63K +44 +293%
MAM
477
Marquette Asset Management
Minnesota
$2.2K +$2.19K +59 New
MCM
478
Manchester Capital Management
Vermont
$2.12K +$1.82K +49 +613%
PWMG
479
Prestige Wealth Management Group
New Jersey
$2.09K
T. Rowe Price Investment Management
480
T. Rowe Price Investment Management
Maryland
$2K +$1.11K +30 New
FFO
481
Fortitude Family Office
Arizona
$1.9K
IW
482
Imprint Wealth
South Carolina
$1.86K +$1.86K +50 New
AP
483
Aspect Partners
Virginia
$1.79K +$1.78K +48 New
CT
484
Clearstead Trust
Maine
$1.71K +$1.71K +46 New
CH
485
Cromwell Holdings
Wyoming
$1.71K +$1.71K +46 New
TCM
486
Tradewinds Capital Management
Washington
$1.49K
AUB
487
Atlantic Union Bankshares
Virginia
$1.49K +$743 +20 +100%
JWM
488
JPL Wealth Management
Colorado
$1.3K +$1.3K +35 New
TWC
489
TD Waterhouse Canada
Ontario, Canada
$1.3K -$260 -7 -17%
PTC
490
Private Trust Company
Ohio
$1.27K
NS
491
NBC Securities
Alabama
$1.15K +$1.15K +31 New
WANY
492
Wealthspire Advisors (New York)
New York
$1.08K +$1.08K +29 New
CCM
493
Cloud Capital Management
Washington
$1K +$1.26K +34 New
JWA
494
JFS Wealth Advisors
Pennsylvania
$969 -$111 -3 -10%
PA
495
Pineridge Advisors
Missouri
$931 +$929 +25 New
GA
496
Guerra Advisors
Florida
$857 +$854 +23 New
QCG
497
Quadrant Capital Group
Ohio
$634 +$631 +17 New
NSIM
498
North Star Investment Management
Illinois
$559 +$557 +15 New
BIM
499
Breakwater Investment Management
Washington
$522 +$520 +14 New
DPW
500
DiNuzzo Private Wealth
Pennsylvania
$470 -$74 -2 -13%

IOT Hedge Fund Activity: Q3 2025 in Review

516 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Samsara (IOT) for Q3 2025, worth a combined $11.6B — down 2.7% from $12B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new IOT positions and 79 closed out — a net gain of 31 holders — while 208 added to existing stakes and 147 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $293M. The largest seller was Jennison Associates, cutting an estimated $192M.

  • 516 institutional investors held Samsara (IOT) as of Q3 2025, up from 489 in Q2 2025.
  • Funds reported $11.6B of Samsara stock for Q3 2025, down 2.7% quarter-over-quarter.
  • 110 funds opened new Samsara positions in Q3 2025 and 79 closed out, a net change of +31 holders.
  • The largest Samsara buyer in Q3 2025 was Brown Advisory, an estimated $293M added.
  • The largest Samsara seller in Q3 2025 was Jennison Associates, an estimated $192M sold.

Based on aggregated 13F filings for Q3 2025.