513 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, 145 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 (-$327M)

10.83% less ownership

Funds ownership: 100.36%89.52% (-11%)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
513
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
PWMG
476
Prestige Wealth Management Group
New Jersey
$2.09K
T. Rowe Price Investment Management
477
T. Rowe Price Investment Management
Maryland
$2K
FFO
478
Fortitude Family Office
Arizona
$1.9K
IW
479
Imprint Wealth
South Carolina
$1.86K
AP
480
Aspect Partners
Virginia
$1.79K
CT
481
Clearstead Trust
Maine
$1.71K
CH
482
Cromwell Holdings
Wyoming
$1.71K
TCM
483
Tradewinds Capital Management
Washington
$1.49K
AUB
484
Atlantic Union Bankshares
Virginia
$1.49K
JWM
485
JPL Wealth Management
Colorado
$1.3K
TWC
486
TD Waterhouse Canada
Ontario, Canada
$1.3K
PTC
487
Private Trust Company
Ohio
$1.27K
NS
488
NBC Securities
Alabama
$1.15K
WANY
489
Wealthspire Advisors (New York)
New York
$1.08K
CCM
490
Cloud Capital Management
Washington
$1K
JWA
491
JFS Wealth Advisors
Pennsylvania
$969
PA
492
Pineridge Advisors
Missouri
$931
GA
493
Guerra Advisors
Florida
$857
QCG
494
Quadrant Capital Group
Ohio
$634
NSIM
495
North Star Investment Management
Illinois
$559
BIM
496
Breakwater Investment Management
Washington
$522
DPW
497
DiNuzzo Private Wealth
Pennsylvania
$470
MCM
498
MV Capital Management
Maryland
$410
TWD
499
True Wealth Design
Ohio
$373
PFBT
500
Parkside Financial Bank & Trust
Missouri
$373