534 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, 224 increasing their positions, 141 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

3% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 99

2% less capital invested

Capital invested by funds: $11.7B → $11.5B (-$213M)

1% less funds holding

Funds holding: 541534 (-7)

Holders
534
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$179M
Puts
$98.4M
Net Calls
Net Calls Change

Top Sellers

1 -$325M
2 -$106M
3 -$83.1M
4
Squarepoint
Squarepoint
New York
-$76.6M
5
Goldman Sachs
Goldman Sachs
New York
-$66.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
501
Bogart Wealth LLC
Virginia
$1.62K
AP
502
Aspect Partners
Virginia
$1.52K
TPWA
503
Twin Peaks Wealth Advisors
California
$1.52K
PWM
504
Proathlete Wealth Management
Florida
$1.49K
SWM
505
SHP Wealth Management
Massachusetts
$1.42K
TCM
506
Tradewinds Capital Management
Washington
$1.27K
KFAS
507
Keating Financial Advisory Services
Kansas
$1.24K
ACA
508
American Capital Advisory
Idaho
$1.17K
IW
509
Imprint Wealth
South Carolina
$1.11K
PTC
510
Private Trust Company
Ohio
$1.08K
JWA
511
JFS Wealth Advisors
Pennsylvania
$1.01K
BGA
512
Battery Global Advisors
Massachusetts
$951
HI
513
Harbour Investments
Wisconsin
$856
SFS
514
Sunrise Financial Services
Washington
$761
RIAS
515
Rachor Investment Advisory Services
Michigan
$761
QWM
516
Quaker Wealth Management
New Jersey
$666
WA
517
Whipplewood Advisors
Colorado
$665
PWMG
518
Private Wealth Management Group
New Jersey
$603
RWM
519
Rialto Wealth Management
New York
$603
FFO
520
Fortitude Family Office
Arizona
$539
RFP
521
Root Financial Partners
California
$444
DCM
522
Davis Capital Management
Florida
$380
CFD
523
Creative Financial Designs
Indiana
$317
TWM
524
TopTier Wealth Management
Wisconsin
$254
DPW
525
DiNuzzo Private Wealth
Pennsylvania
$222