Sustainable Growth Advisers, LP has added 1,862,626 shares of $ARM to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $ARM.
ARM HOLDINGS Hedge Fund Activity
We have seen 335 institutional investors add shares of ARM HOLDINGS stock to their portfolio, and 308 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS added 4,932,888 shares (+inf%) to their portfolio in Q1 2025, for an estimated $526,783,109
- GOLDMAN SACHS GROUP INC added 3,304,124 shares (+101.0%) to their portfolio in Q1 2025, for an estimated $352,847,401
- SUSTAINABLE GROWTH ADVISERS, LP added 1,862,626 shares (+116.8%) to their portfolio in Q2 2025, for an estimated $301,261,129
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 1,529,953 shares (+41.6%) to their portfolio in Q1 2025, for an estimated $163,383,680
- BNP PARIBAS FINANCIAL MARKETS added 1,262,691 shares (+136.3%) to their portfolio in Q1 2025, for an estimated $134,842,771
- HUDSON BAY CAPITAL MANAGEMENT LP removed 1,200,000 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $128,148,000
- UBS GROUP AG added 956,835 shares (+50.4%) to their portfolio in Q1 2025, for an estimated $102,180,409
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
ARM HOLDINGS Congressional Stock Trading
Members of Congress have traded $ARM stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $ARM stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS purchased up to $100,000 on 07/16.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
ARM HOLDINGS Analyst Ratings
Wall Street analysts have issued reports on $ARM in the last several months. We have seen 13 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 07/31/2025
- Raymond James issued a "Outperform" rating on 07/31/2025
- UBS issued a "Buy" rating on 07/31/2025
- Rosenblatt issued a "Buy" rating on 07/31/2025
- Keybanc issued a "Overweight" rating on 07/31/2025
- Wells Fargo issued a "Overweight" rating on 07/21/2025
- Mizuho issued a "Outperform" rating on 07/03/2025
To track analyst ratings and price targets for ARM HOLDINGS, check out Quiver Quantitative's $ARM forecast page.
ARM HOLDINGS Price Targets
Multiple analysts have issued price targets for $ARM recently. We have seen 15 analysts offer price targets for $ARM in the last 6 months, with a median target of $175.0.
Here are some recent targets:
- Lee Simpson from Morgan Stanley set a target price of $180.0 on 07/31/2025
- Timothy Arcuri from UBS set a target price of $175.0 on 07/31/2025
- John Vinh from Keybanc set a target price of $190.0 on 07/31/2025
- Kevin Cassidy from Rosenblatt set a target price of $180.0 on 07/31/2025
- Srini Pajjuri from Raymond James set a target price of $165.0 on 07/31/2025
- Joe Quatrochi from Wells Fargo set a target price of $175.0 on 07/21/2025
- David O'Connor from Exane BNP Paribas set a target price of $210.0 on 07/16/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $ARM ticker page for more data.
