Ambarella
AMBA
304 hedge funds and large institutions have $2.32B invested in Ambarella in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 108 increasing their positions, 105 reducing their positions, and 50 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
31% more capital invested
Capital invested by funds: $1.77B → $2.32B (+$547M)
18% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 50
2% more funds holding
Funds holding: 297 → 304 (+7)
5% more call options, than puts
Call options by funds: $64.4M | Put options by funds: $61.2M
3% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 105
0.22% less ownership
Funds ownership: 83.06% → 82.84% (-0.22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCAM
Jericho Capital Asset Management
New York
|
+$58.3M |
| 2 |
Squarepoint
New York
|
+$29.5M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$21.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$53M |
| 2 |
Millennium Management
New York
|
-$44.9M |
| 3 |
WP
Woodline Partners
San Francisco,
California
|
-$22.2M |
| 4 |
TC
Tairen Capital
Hong Kong
|
-$12.6M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$10.6M |
AMBA Hedge Fund Activity: Q2 2025 in Review
304 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Ambarella (AMBA) for Q2 2025, worth a combined $2.32B — up 31% from $1.77B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new AMBA positions and 50 closed out — a net gain of 9 holders — while 108 added to existing stakes and 105 trimmed.
The largest buyer was Jericho Capital Asset Management, opening a new position worth an estimated $58.3M. The largest seller was UBS AM, cutting an estimated $53M.
- 304 institutional investors held Ambarella (AMBA) as of Q2 2025, up from 297 in Q1 2025.
- Funds reported $2.32B of Ambarella stock for Q2 2025, up 31% quarter-over-quarter.
- 59 funds opened new Ambarella positions in Q2 2025 and 50 closed out, a net change of +9 holders.
- The largest Ambarella buyer in Q2 2025 was Jericho Capital Asset Management, an estimated $58.3M added.
- The largest Ambarella seller in Q2 2025 was UBS AM, an estimated $53M sold.
Based on aggregated 13F filings for Q2 2025.