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Arlo Technologies

240 hedge funds and large institutions have $900M invested in Arlo Technologies in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 89 increasing their positions, 80 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,069% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $51K

128% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

11% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 80

10% more funds holding

Funds holding: 218240 (+22)

0.51% less ownership

Funds ownership: 89.54%89.03% (-0.51%)

10% less capital invested

Capital invested by funds: $1.01B → $900M (-$105M)

Holders
240
Holders Change
+22
Holders Change %
+10.09%
% of All Funds
3.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
89
Reduced
80
Closed
18
Calls
$1.11M
Puts
$51K
Net Calls
+$1.05M
Net Calls Change
+$405K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$160M -$2.33M -204,384 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$98.2M +$1.51M +132,350 +1%
BIP
3
Brandes Investment Partners
California
$62.3M +$6.58M +576,094 +10%
Primecap Management
4
Primecap Management
California
$41.2M -$5.2M -455,760 -10%
State Street
5
State Street
Massachusetts
$40M -$1.18M -103,787 -2%
RHJA
6
Rice Hall James & Associates
California
$39.5M -$810K -70,945 -2%
WA
7
Wasatch Advisors
Utah
$35.5M -$10.7M -940,896 -21%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$22.6M +$769K +67,400 +3%
EA
9
Emerald Advisers
Pennsylvania
$16.6M +$152K +13,307 +0.8%
Northern Trust
10
Northern Trust
Illinois
$15.5M -$1.58M -138,423 -8%
Goldman Sachs
11
Goldman Sachs
New York
$15.3M +$9.48M +830,770 +115%
RA
12
Royce & Associates
New York
$14.9M -$1.49M -130,630 -8%
Renaissance Technologies
13
Renaissance Technologies
New York
$14.3M -$769K -67,400 -4%
DCM
14
Driehaus Capital Management
Illinois
$13.9M +$3.05M +267,514 +24%
NIM
15
Needham Investment Management
New York
$12.8M +$28.5K +2,500 +0.2%
GIP
16
Granite Investment Partners
California
$12.7M -$3.35M -293,820 -19%
HIM
17
Herald Investment Management
United Kingdom
$12.6M
Swedbank
18
Swedbank
Sweden
$11.8M
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.9M +$1.33M +116,299 +12%
Morgan Stanley
20
Morgan Stanley
New York
$10.5M -$349K -30,571 -3%
Charles Schwab
21
Charles Schwab
California
$9.66M -$781K -68,384 -7%
EMFAT
22
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.58M +$1.08M +94,443 +11%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$8.7M +$1.86M +162,551 +23%
JP Morgan Chase
24
JP Morgan Chase
New York
$7.83M +$8.15M +713,771 +898%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$7.11M +$180K +15,811 +2%

ARLO Hedge Fund Activity: Q1 2025 in Review

240 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Arlo Technologies (ARLO) for Q1 2025, worth a combined $900M — down 10% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ARLO positions and 18 closed out — a net gain of 23 holders — while 89 added to existing stakes and 80 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $9.48M. The largest seller was Westwood Holdings Group, cutting an estimated $15M.

  • 240 institutional investors held Arlo Technologies (ARLO) as of Q1 2025, up from 218 in Q4 2024.
  • Funds reported $900M of Arlo Technologies stock for Q1 2025, down 10% quarter-over-quarter.
  • 41 funds opened new Arlo Technologies positions in Q1 2025 and 18 closed out, a net change of +23 holders.
  • The largest Arlo Technologies buyer in Q1 2025 was Goldman Sachs, an estimated $9.48M added.
  • The largest Arlo Technologies seller in Q1 2025 was Westwood Holdings Group, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2025.