Ambarella
AMBA
297 hedge funds and large institutions have $1.77B invested in Ambarella in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 116 increasing their positions, 94 reducing their positions, and 53 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
23% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 94
2.13% more ownership
Funds ownership: 80.93% → 83.06% (+2.1%)
6% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 53
0% less funds holding
Funds holding: 298 → 297 (-1)
9% less call options, than puts
Call options by funds: $29.7M | Put options by funds: $32.6M
28% less capital invested
Capital invested by funds: $2.46B → $1.77B (-$681M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$41.8M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$39.7M |
| 3 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
+$26.4M |
| 4 |
TC
Tairen Capital
Hong Kong
|
+$26.2M |
| 5 |
Renaissance Technologies
New York
|
+$21.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$56.3M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$48.4M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$40M |
| 4 |
Millennium Management
New York
|
-$33.1M |
| 5 |
Goldman Sachs
New York
|
-$20.7M |
AMBA Hedge Fund Activity: Q1 2025 in Review
297 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Ambarella (AMBA) for Q1 2025, worth a combined $1.77B — down 28% from $2.46B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new AMBA positions and 53 closed out — a net gain of 3 holders — while 116 added to existing stakes and 94 trimmed.
The largest buyer was Jacobs Levy Equity Management, adding an estimated $41.8M. The largest seller was William Blair Investment Management, cutting an estimated $56.3M.
- 297 institutional investors held Ambarella (AMBA) as of Q1 2025, down from 298 in Q4 2024.
- Funds reported $1.77B of Ambarella stock for Q1 2025, down 28% quarter-over-quarter.
- 56 funds opened new Ambarella positions in Q1 2025 and 53 closed out, a net change of +3 holders.
- The largest Ambarella buyer in Q1 2025 was Jacobs Levy Equity Management, an estimated $41.8M added.
- The largest Ambarella seller in Q1 2025 was William Blair Investment Management, an estimated $56.3M sold.
Based on aggregated 13F filings for Q1 2025.