Guru Ownership Trend
Guru Analysis for Arm Holdings plc (ARM)
Arm Holdings plc (ARM), a key player in the Technology sector, continues to attract institutional attention.
As of Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $121.91 M.
Top institutional holders include Renaissance Technologies (RenTech) and Ray Dalio.
Institutional sentiment is currently Bullish. This is evidenced by a $2.04 M net inflow during the quarter.
Recent activity highlights Ray Dalio who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 4.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Arm Holdings plc (ARM)
Major holders include Renaissance Technologies (RenTech) ($51.77 M), Ray Dalio ($35.67 M), Jefferies Group ($349,792). According to the latest reported data, 5 tracked investment managers collectively hold approximately 805,853 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $2.04 M, with 4 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited ARM. The total reported sell value was $34.27 M.
Yes, 4 managers opened new positions in ARM, and 0 increased their existing holdings. The total reported buy value was $36.32 M.