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

⚡ TradesZ research ·Updated July 22, 2026 ·~2 min read ·Grounded in SEC data

Both ARM and Shopify are riding the AI wave, but when you look at who's actually betting money on them behind the scenes, the picture looks very different. The data tells two pretty distinct stories here.

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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 huge number of big-name funds — including Berkshire Hathaway — have officially reported owning ARM, which is a strong signal that the smart money sees real potential here.
🐋 13F · 831AI compute
Shopify Inc. Class A subordinate voting shares logo SHOP Shopify Inc. Class A subordinate voting shares ⚪Neutral
Only a small handful of major funds have reported owning Shopify, meaning it hasn't attracted nearly the same level of attention from big institutional investors yet.
🐋 13F · 24AI compute

The takeaway

⚪Neutral

ARM has a massive crowd of serious, well-known investors already on board, while Shopify has far fewer — so the trade-off is between a stock with a lot of institutional conviction versus one that's flown under the radar of big money so far.

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.
Sources → Smart-money hub
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Informational research, not personalized investment advice.