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271 hedge funds and large institutions have $5.92B invested in Arm in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 79 increasing their positions, 43 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 57

100% more funds holding in top 10

Funds holding in top 10: 816 (+8)

84% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 43

49% more capital invested

Capital invested by funds: $3.97B → $5.92B (+$1.94B)

33% more call options, than puts

Call options by funds: $506M | Put options by funds: $381M

30% more funds holding

Funds holding: 209271 (+62)

0.45% more ownership

Funds ownership: 7.21%7.67% (+0.45%)

Holders
271
Holders Change
+62
Holders Change %
+29.67%
% of All Funds
3.95%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
120
Increased
79
Reduced
43
Closed
57
Calls
$506M
Puts
$381M
Net Calls
+$125M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
176
Integrated Wealth Concepts
Massachusetts
$289K +$225K +3,840 New
HAG
177
HighPoint Advisor Group
Illinois
$280K +$118K +2,025 New
PWM
178
Prosperity Wealth Management
California
$277K +$215K +3,680 New
CC
179
Callan Capital
California
$271K +$211K +3,606 New
Acadian Asset Management
180
Acadian Asset Management
Massachusetts
$260K +$203K +3,470 New
SPIA
181
Steward Partners Investment Advisory
New York
$256K +$52K +890 +35%
FDCDDQ
182
Federation des caisses Desjardins du Quebec
Quebec, Canada
$253K +$179K +3,055 +998%
VA
183
Vident Advisory
Georgia
$242K +$188K +3,222 New
DP
184
Dearborn Partners
Illinois
$240K +$187K +3,200 New
RFC
185
Regions Financial Corp
Alabama
$233K +$181K +3,100 New
SCA
186
Southern Capital Advisors
Tennessee
$229K -$58.5K -1,000 -25%
SB
187
Strategic Blueprint
Georgia
$227K +$177K +3,025 New
RIA
188
Regal Investment Advisors
Michigan
$227K +$177K +3,020 New
PAG
189
Private Advisor Group
New Jersey
$226K +$176K +3,004 New
WCFA
190
Walkner Condon Financial Advisors
Wisconsin
$223K +$173K +2,966 New
KAS
191
Kestra Advisory Services
Texas
$219K +$170K +2,912 New
LSA
192
Leonteq Securities AG
Switzerland
$218K -$915K -15,647 -84%
GCC
193
Guardian Capital (Canada)
Ontario, Canada
$215K +$167K +2,858 New
SG
194
StoneX Group
New York
$207K +$161K +2,749 New
HWA
195
HHM Wealth Advisors
Tennessee
$206K +$1.17K +20 +0.7%
BPA
196
Beacon Pointe Advisors
California
$205K +$160K +2,734 New
CAN
197
Cetera Advisor Networks
California
$205K +$159K +2,725 New
MUMSS
198
Mitsubishi UFJ Morgan Stanley Securities
Japan
$198K
PMFA
199
Plante Moran Financial Advisors
Michigan
$188K
PAI
200
Pittenger & Anderson Inc
Nebraska
$156K +$117K +2,000 +2,500%

ARM Hedge Fund Activity: Q4 2023 in Review

271 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Arm (ARM) for Q4 2023, worth a combined $5.92B — up 49% from $3.97B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new ARM positions and 57 closed out — a net gain of 63 holders — while 79 added to existing stakes and 43 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $374M. The largest seller was Citadel Advisors, cutting an estimated $122M.

  • 271 institutional investors held Arm (ARM) as of Q4 2023, up from 209 in Q3 2023.
  • Funds reported $5.92B of Arm stock for Q4 2023, up 49% quarter-over-quarter.
  • 120 funds opened new Arm positions in Q4 2023 and 57 closed out, a net change of +63 holders.
  • The largest Arm buyer in Q4 2023 was Schroder Investment Management Group, an estimated $374M added.
  • The largest Arm seller in Q4 2023 was Citadel Advisors, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2023.