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167 hedge funds and large institutions have $632M invested in Arhaus in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 60 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $4.58M | Put options by funds: $1.63M

5% more capital invested

Capital invested by funds: $602M → $632M (+$30.1M)

0.43% less ownership

Funds ownership: 105.51%105.08% (-0.43%)

6% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 34

8% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 60

4% less funds holding

Funds holding: 174167 (-7)

Holders
167
Holders Change
-7
Holders Change %
-4.02%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
55
Reduced
60
Closed
34
Calls
$4.58M
Puts
$1.63M
Net Calls
+$2.95M
Net Calls Change
-$772K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$125M -$11.1M -1,072,433 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$57.7M +$751K +72,346 +1%
BlackRock
3
BlackRock
New York
$46.7M +$955K +91,942 +2%
Bank of America
4
Bank of America
North Carolina
$25.7M -$6.92M -666,750 -23%
JP Morgan Chase
5
JP Morgan Chase
New York
$24.1M -$1.11M -107,311 -5%
EA
6
Emerald Advisers
Pennsylvania
$20.7M +$1.75M +168,240 +10%
Renaissance Technologies
7
Renaissance Technologies
New York
$19.7M +$1.76M +169,200 +11%
VOYA Investment Management
8
VOYA Investment Management
Georgia
$16.9M -$9.88K -951 -0.1%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$15.7M +$8.75M +842,579 +151%
LFCM
10
Long Focus Capital Management
Puerto Rico
$14.5M
Geode Capital Management
11
Geode Capital Management
Massachusetts
$13.9M -$273K -26,260 -2%
State Street
12
State Street
Massachusetts
$12.6M -$44.3K -4,263 -0.4%
UBS Group
13
UBS Group
Switzerland
$12.3M +$3.45M +331,961 +43%
PAIM
14
Punch & Associates Investment Management
Minnesota
$12.3M +$20.1K +1,932 +0.2%
American Century Companies
15
American Century Companies
Missouri
$11.7M +$2.35M +226,664 +28%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$11.1M +$818K +78,783 +9%
EMFAT
17
Emerald Mutual Fund Advisers Trust
Pennsylvania
$11.1M +$580K +55,882 +6%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$11M +$10.2M +977,849 New
SAM
19
Silvercrest Asset Management
New York
$10.3M +$2.14M +206,082 +29%
SEI Investments
20
SEI Investments
Pennsylvania
$9.64M +$1.8M +173,724 +25%
MIM
21
Meros Investment Management
Texas
$9.21M +$3.55M +341,577 +71%
N
22
Nuveen
North Carolina
$8.43M +$6.72M +647,020 +617%
NGM
23
North Growth Management
British Columbia, Canada
$7.87M +$83.1K +8,000 +1%
CP
24
CenterBook Partners
Connecticut
$7.67M -$3.86M -372,071 -35%
TI
25
Trexquant Investment
Connecticut
$5.33M -$3.27M -314,641 -40%

ARHS Hedge Fund Activity: Q4 2025 in Review

167 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Arhaus (ARHS) for Q4 2025, worth a combined $632M — up 5% from $602M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of ARHS and 32 opened new positions — a net loss of 2 holders — while 60 trimmed existing stakes and 55 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $10.2M. The largest seller was Wasatch Advisors, cutting an estimated $11.1M.

  • 167 institutional investors held Arhaus (ARHS) as of Q4 2025, down from 174 in Q3 2025.
  • Funds reported $632M of Arhaus stock for Q4 2025, up 5% quarter-over-quarter.
  • 32 funds opened new Arhaus positions in Q4 2025 and 34 closed out, a net change of -2 holders.
  • The largest Arhaus buyer in Q4 2025 was Balyasny Asset Management, an estimated $10.2M added.
  • The largest Arhaus seller in Q4 2025 was Wasatch Advisors, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2025.