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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
CFG
476
Clayton Financial Group
Missouri
$4.82K +$5.26K +136 New
AF
477
Advisornet Financial
Minnesota
$4.71K +$2.86K +74 +125%
DWM
478
Darwin Wealth Management
Florida
$4.43K
GRP
479
Global Retirement Partners
California
$4.25K -$310 -8 -6%
RF
480
Rossby Financial
Florida
$4.22K +$4.61K +119 New
PWMG
481
Private Wealth Management Group
New Jersey
$3.83K
LIA
482
Luken Investment Analytics
Tennessee
$3.69K +$4.03K +104 New
AA
483
Ancora Advisors
Ohio
$3.54K
DFA
484
DHJJ Financial Advisors
Illinois
$3.54K
PWMG
485
Prestige Wealth Management Group
New Jersey
$3.33K +$1.47K +38 +68%
UCB
486
United Community Bank
South Carolina
$3.3K +$3.6K +93 New
VWA
487
Valued Wealth Advisors
Utah
$3.19K
MCM
488
Manchester Capital Management
Vermont
$2.66K +$697 +18 +32%
NS
489
NBC Securities
Alabama
$2.66K +$1.7K +44 +142%
HI
490
Harbour Investments
Wisconsin
$2.52K
BWA
491
Basecamp Wealth Advisors
Washington
$2.52K +$2.75K +71 New
CFM
492
Cornerstone Financial Management
Massachusetts
$2.13K +$2.32K +60 New
ACM
493
Anfield Capital Management
California
$2.09K
ZBNA
494
Zions Bancorporation, National Association
Utah
$2.09K +$2.28K +59 New
AAP
495
Arax Advisory Partners
Colorado
$2.06K -$1.01K -26 -31%
T. Rowe Price Investment Management
496
T. Rowe Price Investment Management
Maryland
$2K
SWA
497
Strategic Wealth Advisors
Arizona
$2K +$3.17K +82 New
KFAS
498
Keating Financial Advisory Services
Kansas
$1.95K +$2.13K +55 New
CA
499
CoreCap Advisors
Michigan
$1.91K +$2.09K +54 New
JWA
500
JFS Wealth Advisors
Pennsylvania
$1.88K +$1.04K +27 +104%