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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
BWL
526
Bogart Wealth LLC
Virginia
$461 +$503 +13 New
ACA
527
American Capital Advisory
Idaho
$426 +$464 +12 New
PWA
528
Physician Wealth Advisors
Utah
$390 +$426 +11 New
SWM
529
SHP Wealth Management
Massachusetts
$382 +$426 +11 New
Pacer Advisors
530
Pacer Advisors
Pennsylvania
$355 +$77 +2 +25%
QWM
531
Quaker Wealth Management
New Jersey
$355 +$348 +9 +900%
CTC
532
Central Trust Company
Missouri
$320 +$348 +9 New
MPWT
533
MassMutual Private Wealth & Trust
Connecticut
$319
TWD
534
True Wealth Design
Ohio
$284 -$77 -2 -20%
HIA
535
HFM Investment Advisors
New Jersey
$249 +$116 +3 +75%
1CP
536
1015 Capital Partners
Pennsylvania
$213 +$232 +6 New
DCM
537
Davis Capital Management
Florida
$177 +$194 +5 New
DF
538
Dunhill Financial
United Kingdom
$173 +$194 +5 New
RWM
539
Rialto Wealth Management
New York
$107 -$39 -1 -25%
SA
540
Seneschal Advisors
Washington
$107
HNB
541
Huntington National Bank
Ohio
$71 +$77 +2 New
AWM
542
Activest Wealth Management
Florida
$35 +$39 +1 New
Artisan Partners
543
Artisan Partners
Wisconsin
-$137M -3,688,535 Closed
MCCP
544
Mission Creek Capital Partners
California
-$40.8M -1,095,722 Closed
AM
545
Atreides Management
Massachusetts
-$26.5M -711,215 Closed
SCM
546
SVB Capital Management
California
-$20.7M -556,582 Closed
WorldQuant Millennium Advisors
547
WorldQuant Millennium Advisors
New York
-$15M -403,585 Closed
ACM
548
Aquatic Capital Management
Illinois
-$13.2M -354,814 Closed
CNHF
549
Conrad N. Hilton Foundation
California
-$8.74M -234,542 Closed
ASP
550
Adams Street Partners
Illinois
-$5.42M -145,408 Closed