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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
MAFA
501
MJT & Associates Financial Advisory
Minnesota
$1.84K -$426 -11 -17%
HPC
502
HM Payson & Co
Maine
$1.84K +$2.01K +52 New
AP
503
Aspect Partners
Virginia
$1.7K
PWM
504
Proathlete Wealth Management
Florida
$1.67K +$1.82K +47 New
CH
505
Cromwell Holdings
Wyoming
$1.63K
PFBT
506
Parkside Financial Bank & Trust
Missouri
$1.63K +$1.39K +36 +360%
TCM
507
Tradewinds Capital Management
Washington
$1.42K
CT
508
Clearstead Trust
Maine
$1.31K -$348 -9 -20%
IW
509
Imprint Wealth
South Carolina
$1.24K -$581 -15 -30%
QC
510
Quent Capital
New York
$1.24K +$1.16K +30 +600%
OC
511
Optima Capital
Oregon
$1.24K +$1.35K +35 New
PTC
512
Private Trust Company
Ohio
$1.21K
TFA
513
Transamerica Financial Advisors
Florida
$957 +$929 +24 +800%
LGWM
514
Litman Gregory Wealth Management
California
$887 +$968 +25 New
FHA
515
Flagship Harbor Advisors
Massachusetts
$851 +$929 +24 New
SFS
516
Sunrise Financial Services
Washington
$851 +$929 +24 New
PWA
517
Principia Wealth Advisory
Texas
$780 +$735 +19 +633%
DPW
518
DiNuzzo Private Wealth
Pennsylvania
$639 +$194 +5 +38%
FFO
519
Fortitude Family Office
Arizona
$603 -$1.32K -34 -67%
QCG
520
Quadrant Capital Group
Ohio
$603
RIAS
521
Rachor Investment Advisory Services
Michigan
$568 +$619 +16 New
BHWM
522
Bay Harbor Wealth Management
Maryland
$567 +$426 +11 +220%
NSIM
523
North Star Investment Management
Illinois
$532
WA
524
Whipplewood Advisors
Colorado
$496 +$542 +14 New
MCM
525
MV Capital Management
Maryland
$461 +$77 +2 +18%