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 Q3 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $89.65 M.
Top institutional holders include Renaissance Technologies and Stanley Druckenmiller.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $1.04 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 165.5%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 0.09% | Add 165.5% | 495,400 | $70.09 M | Q3 2025 | |
| 0.58% | New Buy | 167,900 | $23.76 M | Q3 2025 | |
| 0.01% | New Buy | 57,498 | $8.14 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Arm Holdings plc (ARM)
Top Guru holders include Renaissance Technologies ($70.09 M), Stanley Druckenmiller ($23.76 M), Paul Tudor Jones ($8.14 M). Collectively, tracked Gurus hold 720,798 shares.
Based on recent 13F filings, the sentiment is Negative (Net Sell). There was a net outflow of $1.04 M, with 3 Gurus buying and 1 Gurus selling.
In the recent quarter, 0 Gurus reduced their positions, and 1 Gurus sold out of ARM completely. Total sell value was $76.62 M.
Yes, 2 Gurus opened new positions in ARM, and 1 added to their existing holdings. Total buy value was $75.58 M.