Samsara
489 hedge funds and large institutions have $12B invested in Samsara in 2025 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 205 increasing their positions, 133 reducing their positions, and 62 closing their positions.
76% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 62
55% more funds holding in top 10
Funds holding in top 10: 11 → 17 (+6)
54% more repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 133
19% more capital invested
Capital invested by funds: $10.1B → $12B (+$1.89B)
12.61% more ownership
Funds ownership: 87.84% → 100.44% (+13%)
12% more call options, than puts
Call options by funds: $253M | Put options by funds: $226M
9% more funds holding
Funds holding: 447 → 489 (+42)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$356M |
| 2 |
BlackRock
New York
|
+$255M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$228M |
| 4 |
Goldman Sachs
New York
|
+$193M |
| 5 |
Morgan Stanley
New York
|
+$182M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$236M |
| 2 |
GCGM
General Catalyst Group Management
Cambridge,
Massachusetts
|
-$226M |
| 3 |
ACM
AH Capital Management
Menlo Park,
California
|
-$153M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$121M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$107M |
IOT Hedge Fund Activity: Q2 2025 in Review
489 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Samsara (IOT) for Q2 2025, worth a combined $12B — up 19% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new IOT positions and 62 closed out — a net gain of 47 holders — while 205 added to existing stakes and 133 trimmed.
The largest buyer was Baillie Gifford & Co, adding an estimated $356M. The largest seller was Jennison Associates, cutting an estimated $236M.
- 489 institutional investors held Samsara (IOT) as of Q2 2025, up from 447 in Q1 2025.
- Funds reported $12B of Samsara stock for Q2 2025, up 19% quarter-over-quarter.
- 109 funds opened new Samsara positions in Q2 2025 and 62 closed out, a net change of +47 holders.
- The largest Samsara buyer in Q2 2025 was Baillie Gifford & Co, an estimated $356M added.
- The largest Samsara seller in Q2 2025 was Jennison Associates, an estimated $236M sold.
Based on aggregated 13F filings for Q2 2025.