Arista Networks

ANET • NYSE

Arista Networks is a computer hardware company in the technology sector on NYSE, led by Jayshree Ullal, with a market cap of $161.88B. As of Q3 2025, 69% of shares are held by 1,835 institutional investors, with VANGUARD GROUP INC as the largest holder at 7.96%.

CEOJayshree Ullal

Market Cap$161.88B

Computer Hardware

Technology

Employees4.0K

Websitearista.com

Country

United States of America

Overview

Overview of institutional ownership in ANET as of Q3 2025 with a market cap of $183.14B

All Institutions

Institutions: 1,835
Value Held: $126.57B
Shares Held: 838.7M
Avg Position: $69.0M
Median Position: $1.5M

Hedge Funds

Hedge Funds: 109
Value Held: $6.2B
Shares Held: 42.8M
Avg Position: $57.2M
Median Position: $3.0M

Ownership Breakdown

Institutional (non-HF)

65.71%

$120.34B

Hedge Funds

3.4%

$6.2B

Retail & Other

30.89%

$56.6B

Based on market cap of $183.14B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in ANET as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$14.6B 0.22% of portfolio	7.96% 100.0M shares	Q2 2014 Held for 11y 5m	$6.69T
B BlackRock, Inc. Institution	-	$13.0B 0.23% of portfolio	7.10% 89.3M shares	Q3 2014 Held for 11y 2m	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$6.8B 0.23% of portfolio	3.69% 46.3M shares	Q3 2014 Held for 11y 2m	$2.88T
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$5.4B 0.59% of portfolio	2.93% 36.8M shares	Q4 2015 Held for 9y 11m	$912.31B
BANK OF MONTREAL /CAN/ Institution	Darryl White CEO	$4.7B 1.98% of portfolio	0.14% 1.8M shares	Q2 2014 Held for 11y 5m	$235.55B
FMR LLC Institution	-	$4.7B 0.24% of portfolio	2.55% 32.0M shares	Q2 2014 Held for 11y 5m	$1.92T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$3.8B 0.24% of portfolio	2.07% 26.0M shares	Q3 2014 Held for 11y 2m	$1.57T
Cresset Asset Management, LLC RIA/Wealth	Jack Alan Ablin Founder	$3.2B 12.37% of portfolio	1.73% 21.8M shares	Q3 2020 Held for 5y 2m	$25.7B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$2.8B 0.18% of portfolio	1.52% 19.1M shares	Q2 2014 Held for 11y 5m	$1.56T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$2.7B 0.16% of portfolio	1.48% 18.6M shares	Q2 2014 Held for 11y 5m	$1.65T

Net Capital Flow

Institutional buying and selling activity for ANET in Q3 2025

Net Flow: +$2.1B
Buyers: 715
Sellers: 762
Total Bought: +$12.0B
Total Sold: −$9.9B
Avg Position: $75.4M

Biggest Buyers

Institution	Net Bought	Current Position
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	+$4.6B +31.6M shares	$5.4B 36.8M shares
FMR LLC Institution	+$985.4M +6.8M shares	$4.7B 32.0M shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	+$805.2M +5.5M shares	$833.6M 5.7M shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	+$631.3M +4.3M shares	$1.4B 9.6M shares
BANK OF MONTREAL /CAN/ Institution	+$497.2M +186.8K shares	$4.7B 1.8M shares
B BlackRock, Inc. Institution	+$492.4M +3.4M shares	$13.0B 89.3M shares
Winslow Capital Management, LLC Long Only Manager	+$236.5M +1.6M shares	$236.5M 1.6M shares
VANGUARD GROUP INC Institution	+$146.8M +1.0M shares	$14.6B 100.0M shares
JPMORGAN CHASE & CO Institution	+$145.5M +998.3K shares	$2.8B 19.1M shares
HENDERSON GROUP PLC Institution	+$141.6M +971.7K shares	$289.9M 2.0M shares

Biggest Sellers

Institution	Net Sold	Current Position
ALLIANCEBERNSTEIN L.P. Long Only Manager	−$877.2M −6.0M shares	$627.4M 4.3M shares
Cresset Asset Management, LLC RIA/Wealth	−$665.6M −4.6M shares	$3.2B 21.8M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$386.7M −2.7M shares	$1.4B 9.9M shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$373.1M −3.6M shares	Sold Off 0 shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$358.3M −2.5M shares	$904.1M 6.3M shares
WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC Hedge Fund•Multi-Strategy	−$333.0M −2.3M shares	$56.5M 388.0K shares
DSM CAPITAL PARTNERS LLC Long Only Manager	−$303.4M −2.1M shares	$427.4M 2.9M shares
Holocene Advisors, LP Hedge Fund•Long/Short	−$296.0M −2.0M shares	$56.4M 387.3K shares
SCHRODER INVESTMENT MANAGEMENT GROUP RIA/Wealth	−$278.0M −1.9M shares	$1.3B 8.6M shares
Capital Research Global Investors RIA/Wealth	−$251.3M −1.7M shares	$2.6B 17.7M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ANET in Q3 2025

New Positions: 172
New Value: $177.2M
Exited Positions: 98
Exited Value: $623.5M

New Positions

Institution	Position Value
B BOWEN HANES & CO INC Institution	$47.4M 325.0K shares
SAWGRASS ASSET MANAGEMENT LLC Long Only Manager	$13.5M 92.6K shares
Advocacy Wealth Management Services, LLC RIA/Wealth	$12.0M 82.6K shares
Cercano Management LLC Family Office	$11.3M 77.4K shares
B Bedell Investment Counselling RIA/Wealth	$8.1M 55.3K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$6.6M 45.1K shares
F FIRST NATIONAL BANK OF OMAHA Institution	$3.9M 26.7K shares
Marietta Wealth Management, LLC RIA/Wealth	$3.4M 23.6K shares
W WealthPlan Investment Management, LLC RIA/Wealth	$3.3M 22.6K shares
CAISSE DES DEPOTS ET CONSIGNATIONS Fund of Funds	$3.0M 20.4K shares

Exited Positions

Institution	Previous Position
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$373.1M 3.6M shares
JUPITER ASSET MANAGEMENT LTD Long Only Manager	$74.3M 726.0K shares
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$24.7M 241.9K shares
A Achmea Investment Management B.V. Institution	$16.6M 162.3K shares
Nishkama Capital, LLC Hedge Fund•Sector	$14.4M 141.2K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$14.2M 139.1K shares
Point72 Europe LLP Digital Asset Manager	$10.5M 102.3K shares
SUNRISE PARTNERS LIMITED PARTNERSHIP /CT Hedge Fund•Multi-Strategy	$7.2M 70.0K shares
B Bell Asset Management Ltd Long Only Manager	$5.8M 56.6K shares
Cinctive Capital Management LP Hedge Fund•Multi-Strategy	$5.5M 53.8K shares

Options Activity

Institutions with the largest Call and Put options positions in ANET as of Q3 2025

Call Positions: 60
Call Value: $2.8B
Put Positions: 49
Put Value: $2.0B

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$576.1M 39.5K contracts
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$461.2M 31.7K contracts
J JANE STREET GROUP, LLC Institution	$404.4M 27.8K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$376.9M 25.9K contracts
W WOLVERINE TRADING, LLC Institution	$129.5M 9.0K contracts
P PEAK6 LLC Institution	$88.1M 6.0K contracts
Walleye Trading LLC RIA/Wealth	$78.3M 5.4K contracts
UBS Group AG Institution	$70.9M 4.9K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$65.6M 4.5K contracts
Q Qube Research & Technologies Ltd Institution	$56.9M 3.9K contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$329.1M 22.6K contracts
J JANE STREET GROUP, LLC Institution	$316.5M 21.7K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$296.1M 20.3K contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$131.3M 9.0K contracts
Walleye Trading LLC RIA/Wealth	$129.3M 8.9K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$104.0M 7.1K contracts
A ADAPT Investment Managers SA Institution	$91.1M 6.3K contracts
W WOLVERINE TRADING, LLC Institution	$74.7M 5.2K contracts
P PEAK6 LLC Institution	$66.2M 4.5K contracts
BANK OF AMERICA CORP /DE/ Institution	$48.1M 3.3K contracts

Most Committed Institutions

Institutions with ANET as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
T Talos Asset Management LP Hedge Fund•Market Neutral	Franklin Eric Keller CIO	15.54% $85.0M	0.05% 583.6K shares	Q4 2024 Held for 11 months	$547.4M
V Varenne Capital Partners Institution	-	13.65% $64.7M	0.04% 444.0K shares	Q4 2023 Held for 1y 11m	$473.9M
Cresset Asset Management, LLC RIA/Wealth	Jack Alan Ablin Founder	12.37% $3.2B	1.73% 21.8M shares	Q3 2020 Held for 5y 2m	$25.7B
CAPITAL COUNSEL LLC/NY RIA/Wealth	Terence Sean Greene President	11.78% $307.3M	0.17% 2.1M shares	Q3 2022 Held for 3y 2m	$2.6B
Sather Financial Group Inc RIA/Wealth	David Scott Sather CEO	7.37% $135.7M	0.07% 931.2K shares	Q3 2020 Held for 5y 2m	$1.8B
A Andar Capital Management HK Ltd Institution	-	7.07% $7.0M	0.00% 48.0K shares	Q2 2023 Held for 2y 5m	$98.9M
M M & L Capital Management Ltd Institution	-	7.00% $35.1M	0.02% 240.8K shares	Q4 2024 Held for 11 months	$501.4M
Taylor Hoffman Capital Management LLC RIA/Wealth	Josiah David Hoffman Owner	6.30% $20.0M	0.01% 137.2K shares	Q3 2024 Held for 1y 2m	$317.4M
DSM CAPITAL PARTNERS LLC Long Only Manager	Eric Fuller Woodworth CIO	6.09% $427.4M	0.23% 2.9M shares	Q1 2023 Held for 2y 8m	$7.0B
G Guardian Wealth Management, Inc. RIA/Wealth	Donald Cranford Vanlandingham CEO	5.90% $10.0M	0.01% 68.5K shares	Q4 2021 Held for 3y 11m	$169.3M

Hedge Fund Spotlight

Discover hedge funds investing in ANET

Fortis Capital Management LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerMichael Robert Boroughs

Portfolio Value: $710.3M
Positions: 176
Last Reported: Q3 2025

Sector Allocation

Position in Arista Networks

Market Value: $10.5M
Shares Held: 71.8K
Portfolio Weight: 1.47%
Owned Since: 2024-Q2

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$161.5M	22.74%
2 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$33.3M	4.69%
3 Nvidia NVDA	Semiconductors Technology	$25.5M	3.59%

View full profile

Arista Networks

Overview

All Institutions

Hedge Funds

Ownership Breakdown

Biggest Investors

Net Capital Flow

Biggest Buyers

Biggest Sellers

Entry and Exit Activity

New Positions

Exited Positions

Options Activity

Call Positions

Put Positions

Most Committed Institutions

Hedge Fund Spotlight

Position in Arista Networks

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