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ARM vs PLTR — which is the better buy? — what our data shows

⚡ TradesZ research ·Updated July 20, 2026 ·~2 min read ·Grounded in SEC data

ARM and PLTR are both riding big tech waves — AI and defense — and some of the same big-name investors own both. But when you look at how many funds are actually holding each one, the numbers tell pretty different stories.

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What our data shows

Arm Holdings plc American Depositary Shares logo ARM Arm Holdings plc American Depositary Shares 🟢Bullish lean
A massive 831 big funds — including household names like Berkshire Hathaway — have reported owning ARM, signaling very broad confidence in its role powering AI chips.
🐋 13F · 831AI compute
Palantir Technologies Inc. Class A Common Stock logo PLTR Palantir Technologies Inc. Class A Common Stock Neutral
Only 81 funds have reported owning PLTR, though the list still includes top-tier names like Berkshire Hathaway, suggesting selective but meaningful interest in its defense and cybersecurity business.
🐋 13F · 81DefenseCybersecurity

The takeaway

Neutral

ARM has a much wider base of institutional fans backing it, while PLTR has fewer but still includes some heavy hitters — so it comes down to whether you value broad conviction or a smaller, more concentrated vote of confidence.

But watch out
Smart-money signals lag the market (13F filings ~45 days) and never guarantee direction — always check the latest price and news yourself.
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Informational research, not personalized investment advice.