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ARM vs UBER — 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 UBER have caught the eye of some of the world's biggest money managers, but the data shows very different levels of interest between the two. One is quietly held by a handful of big names, while the other has a massive crowd of institutional backers.

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What our data shows

Arm Holdings plc American Depositary Shares logo ARM Arm Holdings plc American Depositary Shares 🟢Bullish lean
831 major investment funds have reported owning ARM, including heavyweights like Berkshire Hathaway, and the buzz around it is tied to AI computing — meaning big money sees it as a key piece of the AI puzzle.
🐋 13F · 831AI compute
Uber Technologies, Inc. logo UBER Uber Technologies, Inc. 🟢Bullish lean
A whopping 2,659 major investment funds have reported owning UBER — more than three times as many as ARM — with growing excitement around robotics, and no red flags in our data at all.
🐋 13F · 2659Robotics

The takeaway

Neutral

If broad institutional conviction matters to you, UBER shows a much wider base of professional support, while ARM is more concentrated among a select few big believers in the AI chip wave — neither has any warning signs in our data.

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.