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Arista Networks

1,590 hedge funds and large institutions have $66B invested in Arista Networks in 2025 Q1 according to their latest regulatory filings, with 249 funds opening new positions, 702 increasing their positions, 509 reducing their positions, and 221 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 702 | Existing positions reduced: 509

13% more first-time investments, than exits

New positions opened: 249 | Existing positions closed: 221

1.02% more ownership

Funds ownership: 66.58%67.59% (+1%)

0% less funds holding

Funds holding: 1,5911,590 (-1)

9% less call options, than puts

Call options by funds: $1.18B | Put options by funds: $1.3B

32% less capital invested

Capital invested by funds: $97.2B → $66B (-$31.2B)

58% less funds holding in top 10

Funds holding in top 10: 6728 (-39)

Holders
1,590
Holders Change
-1
Holders Change %
-0.06%
% of All Funds
21.32%
Holding in Top 10
28
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-58.21%
% of All Funds
0.38%
New
249
Increased
702
Reduced
509
Closed
221
Calls
$1.18B
Puts
$1.3B
Net Calls
-$123M
Net Calls Change
+$171M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.58B +$180M +1,771,982 +2%
BlackRock
2
BlackRock
New York
$6.67B +$96.5M +951,974 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.87B -$779M -7,680,788 -13%
State Street
4
State Street
Massachusetts
$3.57B -$18.6M -183,093 -0.4%
JP Morgan Chase
5
JP Morgan Chase
New York
$2.05B -$530M -5,225,504 -17%
CAM
6
Cresset Asset Management
Illinois
$2.02B -$119M -1,177,482 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.97B +$130M +1,282,151 +5%
AllianceBernstein
8
AllianceBernstein
Tennessee
$1.78B +$192M +1,889,198 +9%
Morgan Stanley
9
Morgan Stanley
New York
$1.48B -$155M -1,529,795 -7%
N
10
Nuveen
North Carolina
$934M +$76.8M +757,316 +7%
Norges Bank
11
Norges Bank
Norway
$846M -$175M -1,722,728 -14%
Invesco
12
Invesco
Georgia
$833M -$44M -434,238 -4%
Northern Trust
13
Northern Trust
Illinois
$799M +$37.8M +372,677 +4%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$780M -$96.5M -952,168 -9%
Goldman Sachs
15
Goldman Sachs
New York
$738M +$260M +2,566,184 +37%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$708M +$927M +9,143,531 New
UBS AM
17
UBS AM
Illinois
$674M +$5.48M +54,040 +0.6%
Legal & General Group
18
Legal & General Group
United Kingdom
$654M +$63.9M +629,934 +8%
Deutsche Bank
19
Deutsche Bank
Germany
$625M +$169M +1,670,902 +26%
Amundi
20
Amundi
France
$612M +$227M +2,240,045 +35%
AQR Capital Management
21
AQR Capital Management
Connecticut
$584M +$474M +4,678,372 +154%
UBS Group
22
UBS Group
Switzerland
$582M +$411M +4,050,346 +117%
Ameriprise
23
Ameriprise
Minnesota
$569M -$53.8M -531,099 -7%
Swedbank
24
Swedbank
Sweden
$549M +$33.5M +330,598 +5%
Bank of America
25
Bank of America
North Carolina
$523M +$24.6M +242,374 +4%

ANET Hedge Fund Activity: Q1 2025 in Review

1,590 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q1 2025, worth a combined $66B — down 32% from $97.2B a quarter earlier.

Buyers outnumbered sellers: 249 funds opened new ANET positions and 221 closed out — a net gain of 28 holders — while 702 added to existing stakes and 509 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $927M. The largest seller was Capital World Investors, exiting entirely with an estimated $806M sold.

  • 1,590 institutional investors held Arista Networks (ANET) as of Q1 2025, down from 1,591 in Q4 2024.
  • Funds reported $66B of Arista Networks stock for Q1 2025, down 32% quarter-over-quarter.
  • 249 funds opened new Arista Networks positions in Q1 2025 and 221 closed out, a net change of +28 holders.
  • The largest Arista Networks buyer in Q1 2025 was Schroder Investment Management Group, an estimated $927M added.
  • The largest Arista Networks seller in Q1 2025 was Capital World Investors, an estimated $806M sold.

Based on aggregated 13F filings for Q1 2025.