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Arlo Technologies

265 hedge funds and large institutions have $1.77B invested in Arlo Technologies in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 116 increasing their positions, 73 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $3.53M | Put options by funds: $1.13M

59% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 73

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

7% more capital invested

Capital invested by funds: $1.65B → $1.77B (+$123M)

6.42% more ownership

Funds ownership: 93.69%100.11% (+6.4%)

3% more funds holding

Funds holding: 257265 (+8)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
265
Holders Change
+8
Holders Change %
+3.11%
% of All Funds
3.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
38
Increased
116
Reduced
73
Closed
28
Calls
$3.53M
Puts
$1.13M
Net Calls
+$2.4M
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$277M +$925K +54,428 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$181M +$3.52M +207,388 +2%
BIP
3
Brandes Investment Partners
California
$109M +$7.16M +421,082 +7%
WA
4
Wasatch Advisors
Utah
$93.3M +$14M +826,587 +18%
State Street
5
State Street
Massachusetts
$72.7M +$285K +16,754 +0.4%
RHJA
6
Rice Hall James & Associates
California
$58.9M -$6.4M -376,446 -10%
Primecap Management
7
Primecap Management
California
$53.2M -$8.81M -518,402 -14%
Marshall Wace
8
Marshall Wace
United Kingdom
$43.3M +$17.7M +1,043,854 +69%
DCM
9
Driehaus Capital Management
Illinois
$42.1M +$8.29M +487,513 +24%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$40.1M +$264K +15,557 +0.7%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$31.9M +$28.4M +1,670,156 +779%
Renaissance Technologies
12
Renaissance Technologies
New York
$31.1M +$3.7M +217,900 +13%
EA
13
Emerald Advisers
Pennsylvania
$29.4M -$267K -15,713 -0.9%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$26.6M +$15.1M +888,524 +130%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$24.6M +$1.36M +79,730 +6%
Morgan Stanley
16
Morgan Stanley
New York
$23.3M +$5.72M +336,316 +32%
NIM
17
Needham Investment Management
New York
$22.2M
HIM
18
Herald Investment Management
United Kingdom
$21.6M
Northern Trust
19
Northern Trust
Illinois
$21.6M -$2.68M -157,960 -11%
Millennium Management
20
Millennium Management
New York
$20.9M +$10.3M +604,018 +96%
Swedbank
21
Swedbank
Sweden
$20.3M
N
22
Nuveen
North Carolina
$17.7M +$5.61M +329,866 +46%
Charles Schwab
23
Charles Schwab
California
$17.7M +$730K +42,956 +4%
EMFAT
24
Emerald Mutual Fund Advisers Trust
Pennsylvania
$16.6M +$129K +7,565 +0.8%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$16.4M -$351K -20,676 -2%

ARLO Hedge Fund Activity: Q3 2025 in Review

265 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Arlo Technologies (ARLO) for Q3 2025, worth a combined $1.77B — up 7.5% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ARLO positions and 28 closed out — a net gain of 10 holders — while 116 added to existing stakes and 73 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $28.4M. The largest seller was Goldman Sachs, cutting an estimated $19.2M.

  • 265 institutional investors held Arlo Technologies (ARLO) as of Q3 2025, up from 257 in Q2 2025.
  • Funds reported $1.77B of Arlo Technologies stock for Q3 2025, up 7.5% quarter-over-quarter.
  • 38 funds opened new Arlo Technologies positions in Q3 2025 and 28 closed out, a net change of +10 holders.
  • The largest Arlo Technologies buyer in Q3 2025 was Arrowstreet Capital, an estimated $28.4M added.
  • The largest Arlo Technologies seller in Q3 2025 was Goldman Sachs, an estimated $19.2M sold.

Based on aggregated 13F filings for Q3 2025.