Arlo Technologies
ARLO
257 hedge funds and large institutions have $1.65B invested in Arlo Technologies in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 77 reducing their positions, and 28 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
92% more call options, than puts
Call options by funds: $2.04M | Put options by funds: $1.07M
83% more capital invested
Capital invested by funds: $900M → $1.65B (+$748M)
64% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 28
39% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 77
7% more funds holding
Funds holding: 240 → 257 (+17)
4.67% more ownership
Funds ownership: 89.03% → 93.69% (+4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$13.8M |
| 2 |
DSCM
Divisadero Street Capital Management
Miami,
Florida
|
+$13M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$12.1M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$10.1M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$7.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
-$6.69M |
| 2 |
RA
Royce & Associates
New York
|
-$5.7M |
| 3 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$4.8M |
| 4 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$3.87M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$2.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
KBC Group
Brussels,
Belgium
| – | -$61K | -6,167 | Closed |
|
|
QCG
277
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$54.8K | -5,552 | Closed |
|
|
ACM
278
Aster Capital Management
Dubai,
United Arab Emirates
| – | -$21.7K | -1,509 | Closed |
|
|
BTI
279
Blue Trust Inc
Alpharetta,
Georgia
| – | -$11.5K | -1,165 | Closed |
|
|
CCM
280
Coldstream Capital Management
Bellevue,
Washington
| – | -$4.01K | -406 | Closed |
|
|
SW
281
SVB Wealth
Boston,
Massachusetts
| – | -$1.86K | -189 | Closed |
|
|
MCM
282
Manchester Capital Management
Manchester,
Vermont
| – | -$1.74K | -176 | Closed |
|
|
AAP
283
Arax Advisory Partners
Denver,
Colorado
| – | -$533 | -54 | Closed |
|
|
SC
284
Stephens Consulting
Flint,
Michigan
| – | -$346 | -35 | Closed |
|
|
HFS
285
Hantz Financial Services
Southfield,
Michigan
| – | +$102 | +8 | +114% |
|
ARLO Hedge Fund Activity: Q2 2025 in Review
257 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Arlo Technologies (ARLO) for Q2 2025, worth a combined $1.65B — up 83% from $900M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new ARLO positions and 28 closed out — a net gain of 18 holders — while 107 added to existing stakes and 77 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $13.8M. The largest seller was Primecap Management, cutting an estimated $6.69M.
- 257 institutional investors held Arlo Technologies (ARLO) as of Q2 2025, up from 240 in Q1 2025.
- Funds reported $1.65B of Arlo Technologies stock for Q2 2025, up 83% quarter-over-quarter.
- 46 funds opened new Arlo Technologies positions in Q2 2025 and 28 closed out, a net change of +18 holders.
- The largest Arlo Technologies buyer in Q2 2025 was Wasatch Advisors, an estimated $13.8M added.
- The largest Arlo Technologies seller in Q2 2025 was Primecap Management, an estimated $6.69M sold.
Based on aggregated 13F filings for Q2 2025.