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538 hedge funds and large institutions have $11.5B invested in Samsara in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 225 increasing their positions, 144 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $179M | Put options by funds: $98.4M

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

56% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 144

6.34% more ownership

Funds ownership: 92.05%98.39% (+6.3%)

5% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 97

1% less funds holding

Funds holding: 543538 (-5)

2% less capital invested

Capital invested by funds: $11.7B → $11.5B (-$209M)

Holders
538
Holders Change
-5
Holders Change %
-0.92%
% of All Funds
6.63%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.16%
New
102
Increased
225
Reduced
144
Closed
97
Calls
$179M
Puts
$98.4M
Net Calls
+$81M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
476
MAI Capital Management
Ohio
$3.46K -$1.56K -51 -32%
CTC
477
Central Trust Company
Missouri
$3.33K +$2.93K +96 +1,067%
SEP
478
Signature Equity Partners
Ohio
$3.26K -$9.93K -325 -76%
AA
479
Ancora Advisors
Ohio
$3.17K
DFA
480
DHJJ Financial Advisors
Illinois
$3.17K
WT
481
Whittier Trust
California
$3.15K +$3.05K +100 New
NS
482
NBC Securities
Alabama
$3.1K +$702 +23 +31%
AW
483
Avion Wealth
Texas
$3K +$2.99K +98 +350%
PWMG
484
Prestige Wealth Management Group
New Jersey
$2.98K
VWA
485
Valued Wealth Advisors
Utah
$2.85K
TWD
486
True Wealth Design
Ohio
$2.85K +$2.5K +82 +1,025%
LWMI
487
Legacy Wealth Management (Idaho)
Idaho
$2.57K +$2.47K +81 New
PWA
488
Physician Wealth Advisors
Utah
$2.41K +$1.99K +65 +591%
AA
489
Addison Advisors
Vermont
$2.41K +$2.32K +76 New
JWM
490
JPL Wealth Management
Colorado
$2.16K +$2.08K +68 New
SC
491
SouthState Corp
Florida
$2.12K -$3.02K -99 -60%
SAM
492
Smartleaf Asset Management
Massachusetts
$2.08K -$3.85K -126 -65%
PUI
493
Purpose Unlimited Inc
$2.06K -$6.69K -219 -77%
TFA
494
Transamerica Financial Advisors
Florida
$2.06K +$1.16K +38 +141%
SWA
495
Strategic Wealth Advisors
Arizona
$2K
CFM
496
Cornerstone Financial Management
Massachusetts
$1.97K +$61 +2 +3%
ACM
497
Anfield Capital Management
California
$1.87K
MCM
498
MV Capital Management
Maryland
$1.87K +$1.41K +46 +354%
SIS
499
Sound Income Strategies
Florida
$1.85K +$1.77K +58 New
CH
500
Cromwell Holdings
Wyoming
$1.74K +$275 +9 +20%