Arlo Technologies
ARLO
259 hedge funds and large institutions have $1.48B invested in Arlo Technologies in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 96 increasing their positions, 98 reducing their positions, and 29 closing their positions.
266% more call options, than puts
Call options by funds: $831K | Put options by funds: $227K
3% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 29
0.47% less ownership
Funds ownership: 100.11% → 99.65% (-0.47%)
2% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 98
2% less funds holding
Funds holding: 265 → 259 (-6)
17% less capital invested
Capital invested by funds: $1.77B → $1.48B (-$293M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$27.9M |
| 2 |
NPT
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
+$8.87M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$8.07M |
| 4 |
ClearBridge Investments
New York
|
+$7.64M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$7.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$15.5M |
| 2 |
Jane Street
New York
|
-$8.9M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$8.4M |
| 4 |
GIPM
G2 Investment Partners Management
New York
|
-$6.82M |
| 5 |
DSCM
Divisadero Street Capital Management
Miami,
Florida
|
-$5.84M |
ARLO Hedge Fund Activity: Q4 2025 in Review
259 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Arlo Technologies (ARLO) for Q4 2025, worth a combined $1.48B — down 17% from $1.77B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new ARLO positions and 29 closed out — a net gain of 1 holder — while 96 added to existing stakes and 98 trimmed.
The largest buyer was Brandes Investment Partners, adding an estimated $27.9M. The largest seller was Millennium Management, cutting an estimated $15.5M.
- 259 institutional investors held Arlo Technologies (ARLO) as of Q4 2025, down from 265 in Q3 2025.
- Funds reported $1.48B of Arlo Technologies stock for Q4 2025, down 17% quarter-over-quarter.
- 30 funds opened new Arlo Technologies positions in Q4 2025 and 29 closed out, a net change of +1 holder.
- The largest Arlo Technologies buyer in Q4 2025 was Brandes Investment Partners, an estimated $27.9M added.
- The largest Arlo Technologies seller in Q4 2025 was Millennium Management, an estimated $15.5M sold.
Based on aggregated 13F filings for Q4 2025.