Arrow Electronics

ARW • NYSE

Arrow Electronics is a technology distributors company in the technology sector on NYSE, led by Sean J. Kerins, with a market cap of $5.9B. As of Q3 2025, 106% of shares are held by 473 institutional investors, with VANGUARD GROUP INC as the largest holder at 11.82%.

President and Chief Executive OfficerSean J. Kerins

Market Cap$5.9B

Technology Distributors

Technology

Employees22.1K

Websiteinvestor.arrow.com

Country

United States of America

Overview

Overview of institutional ownership in ARW as of Q3 2025 with a market cap of $6.2B

All Institutions

Institutions: 473
Value Held: $6.6B
Shares Held: 54.8M
Avg Position: $14.0M
Median Position: $655.1K

Hedge Funds

Hedge Funds: 36
Value Held: $692.0M
Shares Held: 5.7M
Avg Position: $19.2M
Median Position: $3.5M

Ownership Breakdown

Institutional (non-HF)

95.33%

$5.9B

Hedge Funds

11.1%

$692.0M

Retail & Other

Based on market cap of $6.2B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in ARW as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$736.3M 0.01% of portfolio	11.82% 6.1M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$600.8M 0.01% of portfolio	9.64% 5.0M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	David Gary Kabiller Founder	$384.8M 0.25% of portfolio	6.19% 3.2M shares	≤ Q2 2013 Held for 12y 5m+	$156.17B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$360.5M 0.08% of portfolio	5.78% 3.0M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
Robeco Investment Management, Inc. Long Only Manager	Joseph Francis Feeney CEO	$324.5M 0.33% of portfolio	5.20% 2.7M shares	≤ Q2 2013 Held for 12y 5m+	$97.8B
Alpine Investment Management, LLC Long Only Manager	Nicholas Virgil Tompras CEO	$292.4M 5.00% of portfolio	4.69% 2.4M shares	Q2 2024 Held for 1y 5m	$5.9B
L LSV ASSET MANAGEMENT Long Only Manager	Josef Nmn Lakonishok CEO	$250.6M 0.56% of portfolio	4.02% 2.1M shares	≤ Q2 2013 Held for 12y 5m+	$45.1B
G GREENHAVEN ASSOCIATES INC Long Only Manager	Edgar Wachenheim Chairman	$229.7M 4.35% of portfolio	3.69% 1.9M shares	Q1 2023 Held for 2y 8m	$5.3B
F FIDUCIARY MANAGEMENT INC /WI/ Long Only Manager	John Scott Brandser CEO	$204.8M 2.08% of portfolio	3.29% 1.7M shares	≤ Q2 2013 Held for 12y 5m+	$9.9B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$202.6M 0.01% of portfolio	3.25% 1.7M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T

Net Capital Flow

Institutional buying and selling activity for ARW in Q3 2025

Traded: +$25.0M
Buyers: 232
Sellers: 231
Total Bought: +$458.6M
Total Sold: −$433.6M
Avg Position: $12.2M

Biggest Buyers

Institution	Net Bought	Current Position
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$105.3M +871.6K shares	$384.8M 3.2M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$36.8M +303.9K shares	$55.4M 458.0K shares
Alpine Investment Management, LLC Long Only Manager	+$31.5M +260.4K shares	$292.4M 2.4M shares
VANGUARD GROUP INC Institution	+$24.7M +204.0K shares	$736.3M 6.1M shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	+$15.9M +131.5K shares	$17.3M 142.7K shares
A Amundi Institution	+$13.9M +112.7K shares	$13.9M 112.7K shares
SRS Capital Advisors, Inc. RIA/Wealth	+$10.7M +88.1K shares	$10.7M 88.4K shares
LYRICAL ASSET MANAGEMENT LP Private Equity	+$9.5M +78.5K shares	$170.8M 1.4M shares
R ROYCE & ASSOCIATES LLC Institution	+$8.9M +73.2K shares	$8.9M 73.2K shares
IEQ CAPITAL, LLC RIA/Wealth	+$8.1M +67.0K shares	$23.1M 190.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
COOKE & BIELER LP Long Only Manager	−$82.6M −682.8K shares	$60.5M 500.1K shares
GOLDMAN SACHS GROUP INC Institution	−$28.7M −237.3K shares	$17.3M 143.0K shares
ARGA Investment Management, LP Long Only Manager	−$27.4M −226.6K shares	$41.7M 345.0K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	−$17.5M −137.4K shares	Sold Off 0 shares
Blue Grotto Capital, LLC Hedge Fund•Long/Short	−$12.8M −106.1K shares	$7.2M 59.4K shares
D D. E. Shaw & Co., Inc. Institution	−$12.0M −98.9K shares	$14.6M 120.4K shares
Symphony Financial, Ltd. Co. RIA/Wealth	−$11.9M −93.7K shares	Sold Off 0 shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$10.0M −82.7K shares	$21.3M 176.2K shares
S Squarepoint Ops LLC Hedge Fund•Quant	−$9.9M −77.5K shares	Sold Off 0 shares
L LSV ASSET MANAGEMENT Long Only Manager	−$9.4M −77.6K shares	$250.6M 2.1M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ARW in Q3 2025

New Positions: 30
New Value: $22.3M
Exited Positions: 71
Exited Value: $99.0M

New Positions

Institution	Position Value
R ROYCE & ASSOCIATES LLC Institution	$8.9M 73.2K shares
SORA INVESTORS LLC Hedge Fund•Long/Short	$3.8M 31.7K shares
M Mubadala Investment Co PJSC Institution	$2.4M 19.9K shares
Optimize Financial Inc RIA/Wealth	$1.3M 10.8K shares
W WILEY BROS.-AINTREE CAPITAL, LLC Institution	$902.8K 7.5K shares
Virtus ETF Advisers LLC Long Only Manager	$835.7K 6.9K shares
Krilogy Financial LLC RIA/Wealth	$699.2K 6.2K shares
B Bryce Point Capital, LLC Hedge Fund•Market Neutral	$561.4K 4.6K shares
JACKSON THORNTON ASSET MANAGEMENT, LLC RIA/Wealth	$361.3K 3.0K shares
Requisite Capital Management, LLC RIA/Wealth	$361.3K 3.0K shares

Exited Positions

Institution	Previous Position
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	$17.5M 137.4K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$11.9M 93.7K shares
S Squarepoint Ops LLC Hedge Fund•Quant	$9.9M 77.5K shares
Q Qube Research & Technologies Ltd Institution	$8.1M 63.2K shares
U UNIVERSITY OF TEXAS INVESTMENT MANAGMENT CO Institution	$7.9M 61.8K shares
Trexquant Investment LP Hedge Fund•Quant	$6.8M 53.1K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	$6.5M 51.3K shares
F Fisher Funds Management LTD Institution	$5.1M 39.7K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$3.2M 25.4K shares
Engineers Gate Manager LP Hedge Fund•Quant	$2.2M 17.3K shares

Options Activity

Institutions with the largest Call and Put options positions in ARW as of Q3 2025

Call Positions: 5
Call Value: $1.7M
Put Positions: 6
Put Value: $1.8M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$665.5K 55.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$508.2K 42.0 contracts
J JANE STREET GROUP, LLC Institution	$326.7K 27.0 contracts
W WOLVERINE TRADING, LLC Institution	$241.2K 20.0 contracts
Walleye Trading LLC RIA/Wealth	- - contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.1M 87.0 contracts
W WOLVERINE TRADING, LLC Institution	$289.4K 24.0 contracts
P PEAK6 LLC Institution	$217.8K 18.0 contracts
J JANE STREET GROUP, LLC Institution	$205.7K 17.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts
Walleye Trading LLC RIA/Wealth	- - contracts

Most Committed Institutions

Institutions with ARW as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
L Lind Value II ApS Institution	-	15.66% $41.5M	0.67% 342.9K shares	Q1 2024 Held for 1y 8m	$265.0M
Oldfield Partners LLP Long Only Manager	Nigel Owen Waller CEO	13.85% $44.4M	0.71% 366.6K shares	Q1 2024 Held for 1y 8m	$320.3M
ENGLISH CAPITAL MANAGEMENT LLC Hedge Fund•Value	Riley P English Managing Partner	6.24% $9.5M	0.15% 78.9K shares	Q4 2023 Held for 1y 11m	$153.0M
LAKEWOOD CAPITAL MANAGEMENT, LP Hedge Fund•Long/Short	Anthony Theodore Bozza Managing Partner	5.29% $69.9M	1.12% 577.4K shares	Q4 2024 Held for 11 months	$1.3B
Alpine Investment Management, LLC Long Only Manager	Nicholas Virgil Tompras CEO	5.00% $292.4M	4.69% 2.4M shares	Q2 2024 Held for 1y 5m	$5.9B
G GREENHAVEN ASSOCIATES INC Long Only Manager	Edgar Wachenheim Chairman	4.35% $229.7M	3.69% 1.9M shares	Q1 2023 Held for 2y 8m	$5.3B
SPEECE THORSON CAPITAL GROUP INC Long Only Manager	Matthew Jeremy Weight Director	3.71% $18.6M	0.30% 153.6K shares	≤ Q2 2013 Held for 12y 5m+	$500.5M
GoodHaven Capital Management, LLC Hedge Fund•Value	Larry Steven Pitkowsky Managing Partner	3.47% $10.8M	0.17% 89.0K shares	Q2 2024 Held for 1y 5m	$310.6M
Khrom Capital Management LLC Hedge Fund•Value	Eric Eleazar Khrom CIO	2.93% $28.2M	0.45% 233.0K shares	Q4 2023 Held for 1y 11m	$962.3M
H Hound Partners, LLC Hedge Fund•Long/Short	Douglas Edward Marks CFO	2.88% $19.8M	0.32% 163.9K shares	Q4 2024 Held for 11 months	$689.2M

Hedge Fund Spotlight

Discover hedge funds investing in ARW

LAKEWOOD CAPITAL MANAGEMENT, LP

Hedge Fund • Long/Short

Portfolio ManagerAnthony Theodore Bozza

Portfolio Value: $1.3B
Positions: 50
Last Reported: Q3 2025

Sector Allocation

Position in Arrow Electronics

Market Value: $69.9M
Shares Held: 577.4K
Portfolio Weight: 5.29%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 Elevance Health ELV	Medical - Healthcare Plans Healthcare	$97.5M	7.38%
2 Cigna CI	Medical - Healthcare Plans Healthcare	$97.2M	7.36%
3 Arrow Electronics ARW	Technology Distributors Technology	$69.9M	5.29%