TLDR
- Cathie Wood’s ARK Invest purchased 167,489 shares of Robinhood Markets worth $21.3 million across two ETFs on October 22, 2025
- ARK bought 15,756 Netflix shares valued at $19.6 million through its ARKW ETF
- The firm sold 44,909 AMD shares worth $10.7 million and 23,768 Palantir shares valued at $4.3 million
- Robinhood now represents approximately 19% of both ARKK and ARKW ETF holdings
- ARK has been increasing exposure to crypto-related stocks including Robinhood, Bullish, Coinbase, and BitMine throughout 2025
Cathie Wood’s ARK Invest made several major portfolio moves on Wednesday, October 22, 2025. The investment firm purchased $21.3 million worth of Robinhood Markets stock while reducing positions in semiconductor and data analytics companies.
The ARK Innovation ETF (ARKK) acquired 131,049 shares of Robinhood, while the ARK Next Generation Internet ETF (ARKW) bought 36,440 shares. Combined, the purchases totaled 167,489 shares valued at $21.3 million.
Robinhood shares now make up around 19% of both ETF portfolios. This marks a continued increase in ARK’s exposure to crypto-related stocks throughout 2025.
ARK also purchased 15,756 shares of Netflix through the ARKW ETF. The transaction was valued at $19.6 million.
The streaming company has been expanding its global presence and content library. This purchase represents ARK’s second-largest buy of the day.
On the selling side, ARK reduced its position in Advanced Micro Devices (AMD). The firm sold 44,909 shares through the ARKW ETF for $10.7 million.
Portfolio Adjustments
ARK also divested 23,768 shares of Palantir Technologies through the ARKW ETF. The sale amounted to $4.3 million.
The data analytics company has appeared frequently in ARK’s trade reports. This suggests ongoing evaluation of its position in the firm’s strategy.
Other sales included 111,849 shares of Roblox Corp valued at $14.9 million. ARK also sold 55,255 shares of Roku for $5.4 million.
Robinhood has made several strategic moves in 2025 to expand its crypto operations. In May, the company acquired Toronto-based platform WonderFi for approximately $180 million.
Crypto Trading Expansion
Robinhood completed a $200 million acquisition of Bitstamp in June. The company also revealed plans to launch its own Layer 2 blockchain based on Arbitrum.
Most recently, Robinhood added support for BNB trading on its platform. These moves demonstrate the company’s commitment to growing its cryptocurrency offerings.
ARK Invest has been increasing its exposure to crypto-related stocks throughout the year. The firm has acquired shares in Robinhood, Bullish, Coinbase, and ETH treasury firm BitMine.