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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
CPG
501
Cornerstone Planning Group
New Jersey
$1.68K +$1.68K +55 New
MAFA
502
MJT & Associates Financial Advisory
Minnesota
$1.65K
BWL
503
Bogart Wealth LLC
Virginia
$1.62K +$1.16K +38 +292%
AP
504
Aspect Partners
Virginia
$1.52K
TPWA
505
Twin Peaks Wealth Advisors
California
$1.52K +$1.47K +48 New
PWM
506
Proathlete Wealth Management
Florida
$1.49K
SWM
507
SHP Wealth Management
Massachusetts
$1.42K +$1.04K +34 +309%
TCM
508
Tradewinds Capital Management
Washington
$1.27K
KFAS
509
Keating Financial Advisory Services
Kansas
$1.24K -$489 -16 -29%
ACA
510
American Capital Advisory
Idaho
$1.17K +$764 +25 +208%
IW
511
Imprint Wealth
South Carolina
$1.11K
PTC
512
Private Trust Company
Ohio
$1.08K
JWA
513
JFS Wealth Advisors
Pennsylvania
$1.01K -$641 -21 -40%
BGA
514
Battery Global Advisors
Massachusetts
$951 +$916 +30 New
HI
515
Harbour Investments
Wisconsin
$856 -$1.34K -44 -62%
SFS
516
Sunrise Financial Services
Washington
$761
RIAS
517
Rachor Investment Advisory Services
Michigan
$761 +$244 +8 +50%
QWM
518
Quaker Wealth Management
New Jersey
$666 +$336 +11 +110%
WA
519
Whipplewood Advisors
Colorado
$665 +$214 +7 +50%
PWMG
520
Private Wealth Management Group
New Jersey
$603 -$2.72K -89 -82%
RWM
521
Rialto Wealth Management
New York
$603 +$489 +16 +533%
BWA
522
Basecamp Wealth Advisors
Washington
$602 -$1.59K -52 -73%
FFO
523
Fortitude Family Office
Arizona
$539
RFP
524
Root Financial Partners
California
$444 -$6.32K -207 -94%
DCM
525
Davis Capital Management
Florida
$380 +$214 +7 +140%