Arrow Electrs Inc (ARW) Hedge Fund Ownership (Q2 2026)

Arrow Electrs Inc (ARW)

625 + Investors. Track Smart Money conviction in ARW. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — ARW

Based on 633 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added ARW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

633 hedge funds hold ARW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q

+141 new funds entered over the past year (+29% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 60% buying

364 buying246 selling

Last quarter: 364 funds were net buyers (155 opened a brand new position + 209 added to an existing one). Only 246 were sellers (195 trimmed + 51 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+40 vs last Q)

new funds entering per quarter

Funds opening a new ARW position: 68 → 85 → 115 → 155. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 18% medium ■ 23% new

370 out of 633 hedge funds have held ARW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +46% but shares only +21% — price-driven

Value

+46%

+21%

Last quarter: the total dollar value of institutional holdings rose +46%, but actual share count only changed +21%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

103 → 68 → 85 → 115 → 155 new funds/Q

New funds entering each quarter: 68 → 85 → 115 → 155. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 67% veterans vs 24% newcomers

■ 67% veterans ■ 9% 1-2yr ■ 24% new

Entry-cohort mix of 643 holders: 431 (67%) are 2+ year veterans, 55 entered 1–2 years ago, and 157 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds

61 of 630 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in ARW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	625	529	18.15%
13F Shares	52M	54M	-2.16%
Total Value	$10.59B	$7.29B	45.2%
New Positions	153	115	+38
Increased Positions	207	175	+32
Closed Positions	54	52	+2
Reduced Positions	191	166	+25
Total Calls	8	4	100.0%
Total Puts	5	3	66.67%
PUT/CALL Ratio	0.62	0.75	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

625

529

18.15%

13F Shares

52M

54M

-2.16%

Total Value

$10.59B

$7.29B

45.2%

New Positions

153

115

+38

Increased Positions

207

175

+32

Closed Positions

Reduced Positions

191

166

+25

Total Calls

100.0%

Total Puts

66.67%

PUT/CALL Ratio

0.62

0.75

Bullish

Institutional Holders (2026 Q2)

625 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ARW. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ARW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Oldfield Partners LLP	16.22%	315,300	$67.3M
2	English Capital Management LLC	7.75%	78,875	$16.8M
3	GoodHaven Capital Management, LLC	4.69%	69,866	$14.9M
4	ACR Alpine Capital Research, LLC	4.42%	1,457,881	$311.1M
5	Greenhaven Associates Inc	4.35%	1,764,153	$376.5M
6	Polaris Capital Management, LLC	3.93%	195,700	$41.8M
7	Rivermont Capital Management LP	3.49%	115,096	$24.6M
8	Lyrical Asset Management LP	3.35%	1,238,146	$264.2M
9	Buttonwood Financial Advisors Inc.	3.20%	49,343	$10.5M
10	Towle & Co	3.11%	43,070	$9.2M
11	Speece Thorson Capital Group Inc	2.34%	51,368	$11.0M
12	Intrinsic Edge Capital Management LLC	1.99%	90,000	$19.2M
13	Lakewood Capital Management, LP	1.94%	176,360	$37.6M
14	Mork Capital Management, LLC	1.91%	14,000	$3.0M
15	Shellback Capital, LP	1.68%	89,905	$19.2M
16	Two Point Capital Management, Inc.	1.57%	18,258	$3.9M
17	Optimize Financial INC.	1.55%	20,184	$4.3M
18	Bragg Financial Advisors, Inc	1.53%	268,624	$57.3M
19	Ironwood Investment Management LLC	1.42%	19,295	$4.1M
20	Dean Capital Management	1.23%	15,886	$3.4M
21	Resolute Capital Asset Partners LLC	1.19%	13,100	$2.8M
22	Wedge Capital Management L L P/Nc	1.19%	338,823	$72.3M
23	Kenora Financial, LLC	1.11%	16,878	$3.6M
24	Earnest Partners LLC	1.06%	1,380,012	$294.5M
25	Tevis Investment Management	1.03%	8,787	$1.9M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Arrow Electrs Inc (ARW)

What does the Smart Money Trend signal show for ARW?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ARW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ARW?

More buyers than sellers — 60% buying: Last quarter: 364 funds were net buyers (155 opened a brand new position + 209 added to an existing one). Only 246 were sellers (195 trimmed + 51 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ARW holders?

Elite ownership — 49% AUM from top-100 funds: 61 of 630 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in ARW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ARW?

58% of holders stayed for 2+ years: 370 out of 633 hedge funds have held ARW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Arrow Electrs Inc (ARW)

Smart Money Signals — ARW

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +29% more funds vs a year ago

More buyers than sellers — 60% buying

More new buyers each quarter (+40 vs last Q)

58% of holders stayed for 2+ years

Value +46% but shares only +21% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 67% veterans vs 24% newcomers

Elite ownership — 49% AUM from top-100 funds

Institutional Sentiment Summary — ARW

Hedge Fund Ownership: ARW

Market Analysis: ARW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ARW

Hedge Fund Positioning: ARW

Statistics: ARW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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Frequently Asked Questions — Arrow Electrs Inc (ARW)

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