Arista Networks
ANET
1,995 hedge funds and large institutions have $113B invested in Arista Networks in 2025 Q4 according to their latest regulatory filings, with 304 funds opening new positions, 814 increasing their positions, 695 reducing their positions, and 161 closing their positions.
89% more first-time investments, than exits
New positions opened: 304 | Existing positions closed: 161
17% more repeat investments, than reductions
Existing positions increased: 814 | Existing positions reduced: 695
5% more funds holding
Funds holding: 1,895 → 1,995 (+100)
1.53% more ownership
Funds ownership: 67.16% → 68.7% (+1.5%)
2% more call options, than puts
Call options by funds: $2.08B | Put options by funds: $2.05B
11% less capital invested
Capital invested by funds: $127B → $113B (-$14B)
30% less funds holding in top 10
Funds holding in top 10: 74 → 52 (-22)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$963M |
| 2 |
BlackRock
New York
|
+$847M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$404M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$350M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$282M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.03B |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$396M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$342M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$336M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
-$298M |
ANET Hedge Fund Activity: Q4 2025 in Review
1,995 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q4 2025, worth a combined $113B — down 11% from $127B a quarter earlier.
Buyers outnumbered sellers: 304 funds opened new ANET positions and 161 closed out — a net gain of 143 holders — while 814 added to existing stakes and 695 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $963M. The largest seller was JP Morgan Chase, cutting an estimated $1.03B.
- 1,995 institutional investors held Arista Networks (ANET) as of Q4 2025, up from 1,895 in Q3 2025.
- Funds reported $113B of Arista Networks stock for Q4 2025, down 11% quarter-over-quarter.
- 304 funds opened new Arista Networks positions in Q4 2025 and 161 closed out, a net change of +143 holders.
- The largest Arista Networks buyer in Q4 2025 was Fidelity Investments, an estimated $963M added.
- The largest Arista Networks seller in Q4 2025 was JP Morgan Chase, an estimated $1.03B sold.
Based on aggregated 13F filings for Q4 2025.