Ambarella
AMBA
341 hedge funds and large institutions have $3.13B invested in Ambarella in 2026 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 118 increasing their positions, 89 reducing their positions, and 50 closing their positions.
78% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 50
69% more call options, than puts
Call options by funds: $155M | Put options by funds: $91.4M
67% more capital invested
Capital invested by funds: $1.88B → $3.13B (+$1.25B)
33% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 89
11% more funds holding
Funds holding: 307 → 341 (+34)
1.52% less ownership
Funds ownership: 83.37% → 81.85% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$113M |
| 2 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
+$52.1M |
| 3 |
State Street
Boston,
Massachusetts
|
+$40.3M |
| 4 |
NAMI
Nomura Asset Management International
Philadelphia,
Pennsylvania
|
+$24.6M |
| 5 |
D.E. Shaw & Co
New York
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$101M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$64.1M |
| 3 |
F
FIFTHDELTA
London,
United Kingdom
|
-$28.1M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$27.8M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$27.5M |
AMBA Hedge Fund Activity: Q2 2026 in Review
341 of the 8,316 institutional investors tracked by Wall St. Rank reported a position in Ambarella (AMBA) for Q2 2026, worth a combined $3.13B — up 67% from $1.88B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new AMBA positions and 50 closed out — a net gain of 39 holders — while 118 added to existing stakes and 89 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $113M. The largest seller was Millennium Management, cutting an estimated $101M.
- 341 institutional investors held Ambarella (AMBA) as of Q2 2026, up from 307 in Q1 2026.
- Funds reported $3.13B of Ambarella stock for Q2 2026, up 67% quarter-over-quarter.
- 89 funds opened new Ambarella positions in Q2 2026 and 50 closed out, a net change of +39 holders.
- The largest Ambarella buyer in Q2 2026 was T. Rowe Price Associates, an estimated $113M added.
- The largest Ambarella seller in Q2 2026 was Millennium Management, an estimated $101M sold.
Based on aggregated 13F filings for Q2 2026.