Arista Networks
ANET
1,401 hedge funds and large institutions have $75.2B invested in Arista Networks in 2024 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 597 increasing their positions, 471 reducing their positions, and 109 closing their positions.
59% more first-time investments, than exits
New positions opened: 173 | Existing positions closed: 109
41% more funds holding in top 10
Funds holding in top 10: 39 → 55 (+16)
27% more repeat investments, than reductions
Existing positions increased: 597 | Existing positions reduced: 471
23% more capital invested
Capital invested by funds: $61.4B → $75.2B (+$13.9B)
4% more funds holding
Funds holding: 1,352 → 1,401 (+49)
2.38% more ownership
Funds ownership: 271.62% → 274% (+2.4%)
24% less call options, than puts
Call options by funds: $1.38B | Put options by funds: $1.82B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.05B |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$559M |
| 3 |
Swedbank
Stockholm,
Sweden
|
+$510M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$503M |
| 5 |
JP Morgan Chase
New York
|
+$425M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$882M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$862M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$735M |
| 4 |
WCM Investment Management
Laguna Beach,
California
|
-$435M |
| 5 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$275M |
ANET Hedge Fund Activity: Q2 2024 in Review
1,401 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q2 2024, worth a combined $75.2B — up 23% from $61.4B a quarter earlier.
Buyers outnumbered sellers: 173 funds opened new ANET positions and 109 closed out — a net gain of 64 holders — while 597 added to existing stakes and 471 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.05B. The largest seller was GQG Partners, exiting entirely with an estimated $882M sold.
- 1,401 institutional investors held Arista Networks (ANET) as of Q2 2024, up from 1,352 in Q1 2024.
- Funds reported $75.2B of Arista Networks stock for Q2 2024, up 23% quarter-over-quarter.
- 173 funds opened new Arista Networks positions in Q2 2024 and 109 closed out, a net change of +64 holders.
- The largest Arista Networks buyer in Q2 2024 was Fidelity Investments, an estimated $1.05B added.
- The largest Arista Networks seller in Q2 2024 was GQG Partners, an estimated $882M sold.
Based on aggregated 13F filings for Q2 2024.