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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

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:

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
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
CPG
501
Cornerstone Planning Group
New Jersey
$1.68K
MAFA
502
MJT & Associates Financial Advisory
Minnesota
$1.65K
BWL
503
Bogart Wealth LLC
Virginia
$1.62K
AP
504
Aspect Partners
Virginia
$1.52K
TPWA
505
Twin Peaks Wealth Advisors
California
$1.52K
PWM
506
Proathlete Wealth Management
Florida
$1.49K
SWM
507
SHP Wealth Management
Massachusetts
$1.42K
TCM
508
Tradewinds Capital Management
Washington
$1.27K
KFAS
509
Keating Financial Advisory Services
Kansas
$1.24K
ACA
510
American Capital Advisory
Idaho
$1.17K
IW
511
Imprint Wealth
South Carolina
$1.11K
PTC
512
Private Trust Company
Ohio
$1.08K
JWA
513
JFS Wealth Advisors
Pennsylvania
$1.01K
BGA
514
Battery Global Advisors
Massachusetts
$951
HI
515
Harbour Investments
Wisconsin
$856
SFS
516
Sunrise Financial Services
Washington
$761
RIAS
517
Rachor Investment Advisory Services
Michigan
$761
QWM
518
Quaker Wealth Management
New Jersey
$666
WA
519
Whipplewood Advisors
Colorado
$665
PWMG
520
Private Wealth Management Group
New Jersey
$603
RWM
521
Rialto Wealth Management
New York
$603
BWA
522
Basecamp Wealth Advisors
Washington
$602
FFO
523
Fortitude Family Office
Arizona
$539
RFP
524
Root Financial Partners
California
$444
DCM
525
Davis Capital Management
Florida
$380