ARM
A bigger bite of the Arm pie
LBP AM SA just said, “Yeah, we’ll take more,” increasing its stake in Arm by 25.2% in its latest Q4 13F filing. The firm bought an extra 22,103 shares, bringing its total to 109,860 shares valued at roughly $12.0 million.
For a stock with a market cap north of $171 billion, this isn’t exactly whale-sized capital. But it is another little breadcrumb that institutions still want exposure to Arm’s AI-and-mobile chip licensing story.
The insider side eye
Here’s the part that makes the tape a little juicier: the article also notes that insiders have been net sellers lately. CFO Jason Child sold 21,280 shares, and CEO Rene A. Haas sold 9,299 shares, with insiders dumping about 62,432 shares worth roughly $9.78 million over the past 90 days.
That doesn’t automatically mean trouble — execs sell for all kinds of boring reasons, like taxes, diversification, and “I have more than enough of my own company already.” But when institutions are adding while insiders are cutting, you get the classic tug-of-war investors love to overthink.
Why you should care
Arm’s business still has a very “show me the growth” vibe: the stock was trading around $162.33, miles above its 52-week low and not far from its 52-week high. So any sign that big money is still buying the story can help keep sentiment warm.
Big picture: this is not a blockbuster catalyst by itself, but it’s a useful reminder that Arm remains a favorite parking spot for investors betting on the next wave of AI and device-compute demand.