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633 hedge funds and large institutions have $8.1B invested in Arm in 2025 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 256 increasing their positions, 174 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 174

1.1% more ownership

Funds ownership: 6.12%7.22% (+1.1%)

8% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 99

6% more call options, than puts

Call options by funds: $3.62B | Put options by funds: $3.41B

2% more capital invested

Capital invested by funds: $7.92B → $8.1B (+$177M)

1% less funds holding

Funds holding: 638633 (-5)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
633
Holders Change
-5
Holders Change %
-0.78%
% of All Funds
8.49%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
107
Increased
256
Reduced
174
Closed
99
Calls
$3.62B
Puts
$3.41B
Net Calls
+$209M
Net Calls Change
-$162M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
326
Bulltick Wealth Management
Florida
$601K -$100K -720 -11%
WCM
327
Wisconsin Capital Management
Wisconsin
$595K +$777K +5,569 New
PWM
328
Perigon Wealth Management
California
$592K -$602K -4,318 -44%
LSPW
329
Lake Street Private Wealth
Illinois
$590K +$135K +965 +21%
CGIM
330
Capital Group Investment Management
Singapore
$585K +$764K +5,478 New
BWM
331
Bosman Wealth Management
California
$581K -$827K -5,934 -52%
SCM
332
SCS Capital Management
Massachusetts
$579K +$756K +5,420 New
HAG
333
HighPoint Advisor Group
Illinois
$564K +$149K +1,066 +27%
IA
334
Integrity Alliance
Iowa
$564K +$736K +5,279 New
PWM
335
Prosperity Wealth Management
California
$562K +$25K +179 +4%
SWM
336
StoneCrest Wealth Management
Arizona
$559K +$298K +2,140 +69%
PAS
337
Park Avenue Securities
New York
$557K +$227K +1,627 +45%
LIM
338
Leavell Investment Management
Alabama
$556K +$107K +770 +17%
SDWIA
339
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$555K -$4.88K -35 -0.7%
FAM
340
Fred Alger Management
New York
$553K +$722K +5,181 New
KPWS
341
Kestra Private Wealth Services
Texas
$545K +$120K +862 +20%
PS
342
Principal Securities
Iowa
$543K +$2.09K +15 +0.3%
CCIA
343
Cherry Creek Investment Advisors
Colorado
$539K +$28.3K +203 +4%
HFA
344
High Falls Advisors
New York
$534K
MFS
345
Monetta Financial Services
Illinois
$534K +$697K +5,000 New
WTA
346
Washington Trust Advisors
Massachusetts
$534K
AAS
347
Avantax Advisory Services
Texas
$529K -$183K -1,315 -21%
UBS AM
348
UBS AM
Illinois
$522K -$14.8M -106,210 -96%
EF
349
Empowered Funds
Pennsylvania
$522K +$153K +1,094 +29%
GC
350
Gilbert & Cook
Iowa
$507K +$328K +2,353 +98%