Arista Networks
ANET
1,675 hedge funds and large institutions have $86.4B invested in Arista Networks in 2025 Q2 according to their latest regulatory filings, with 250 funds opening new positions, 687 increasing their positions, 580 reducing their positions, and 150 closing their positions.
71% more funds holding in top 10
Funds holding in top 10: 28 → 48 (+20)
67% more first-time investments, than exits
New positions opened: 250 | Existing positions closed: 150
31% more capital invested
Capital invested by funds: $66B → $86.4B (+$20.4B)
18% more repeat investments, than reductions
Existing positions increased: 687 | Existing positions reduced: 580
5% more funds holding
Funds holding: 1,593 → 1,675 (+82)
7% more call options, than puts
Call options by funds: $1.91B | Put options by funds: $1.79B
0.33% less ownership
Funds ownership: 67.58% → 67.25% (-0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.18B |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$438M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$403M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$316M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$263M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.14B |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$1.09B |
| 3 |
JP Morgan Chase
New York
|
-$724M |
| 4 |
WCM Investment Management
Laguna Beach,
California
|
-$471M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$228M |
ANET Hedge Fund Activity: Q2 2025 in Review
1,675 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q2 2025, worth a combined $86.4B — up 31% from $66B a quarter earlier.
Buyers outnumbered sellers: 250 funds opened new ANET positions and 150 closed out — a net gain of 100 holders — while 687 added to existing stakes and 580 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $1.18B. The largest seller was Fidelity Investments, cutting an estimated $2.14B.
- 1,675 institutional investors held Arista Networks (ANET) as of Q2 2025, up from 1,593 in Q1 2025.
- Funds reported $86.4B of Arista Networks stock for Q2 2025, up 31% quarter-over-quarter.
- 250 funds opened new Arista Networks positions in Q2 2025 and 150 closed out, a net change of +100 holders.
- The largest Arista Networks buyer in Q2 2025 was Capital Research Global Investors, an estimated $1.18B added.
- The largest Arista Networks seller in Q2 2025 was Fidelity Investments, an estimated $2.14B sold.
Based on aggregated 13F filings for Q2 2025.