Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ARISTA NETWORKS INC (ANET)

2K + Investors. Track Smart Money conviction in ANET. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +82
Streak
11Q ▲
Buyers last Q
55%

Smart Money Signals — ANET

Based on 1847 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added ANET than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,847 hedge funds hold ANET right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +26% more funds vs a year ago

fund count last 6Q
+384 new funds entered over the past year (+26% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

1050 buying864 selling
Last quarter: 1,050 funds bought or added vs 864 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-52 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 245 → 245 → 320 → 268. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 26% medium ■ 23% new
940 out of 1,847 hedge funds have held ANET for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

246 → 245 → 245 → 320 → 268 new funds/Q
New funds entering each quarter: 245 → 245 → 320 → 268. A growing number of institutions are discovering ANET each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 52% of holders stayed 2+ years

■ 52% veterans ■ 17% 1-2yr ■ 31% new
Of 1,933 current holders: 1,011 (52%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
45 of 1847 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in ANET. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ANET

How many hedge funds hold ANET — quarterly history vs. share price
Quarterly hedge fund ownership of ANET vs. share price

Market Analysis: ANET

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ANET

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

181 top-rated funds 46 high-conviction
Consensus
9.8
/ 10
breadth
×
Elite
7.3
/ 10
conviction
Hedge Fund Positioning: ANET
2026 Q1 Stats Unlock in 11 days 2K + Investors

Track Smart Money conviction in ANET. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1933 1854 4.26%
13F Shares 869M 853M 1.88%
Total Value $108.83B $123.01B -11.53%
New Positions 272 328 -56
Increased Positions 884 767 +117
Closed Positions 195 119 +76
Reduced Positions 788 767 +21
Total Calls 51 53 -3.77%
Total Puts 40 45 -11.11%
PUT/CALL Ratio 0.78 0.85 Neutral

Statistics: ANET

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Financial Highlights

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Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ANET. Verified SEC 13F-HR filings.

Top 25 institutional holders of ANET — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sather Financial Group Inc 6.40% 847,692 $104.1M
2 DSM CAPITAL PARTNERS LLC 5.83% 2,686,694 $329.9M
3 Up Capital Management, Inc. 5.23% 37,983 $4.7M
4 Freemont Management S.A. 4.75% 255,700 $31.4M
5 Guardian Wealth Management, Inc. 4.56% 68,065 $8.4M
6 GLYNN CAPITAL MANAGEMENT LLC 4.51% 76,802 $9.4M
7 Kessler Investment Group, LLC 3.95% 68,026 $8.4M
8 Bellecapital International Ltd. 3.63% 158,996 $19.5M
9 Left Brain Wealth Management, LLC 3.53% 73,294 $9.0M
10 GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3.50% 14,629 $2K
11 Mezzasalma Advisors, LLC 3.43% 109,410 $13.4M
12 Beck Bode, LLC 3.27% 157,499 $19.3M
13 Nepsis Inc. 3.24% 78,690 $9.7M
14 CONSCIOUS WEALTH INVESTMENTS, LLC 2.81% 32,708 $5.0M
15 WD RUTHERFORD LLC 2.73% 50,105 $6.2M
16 Eurizon SLJ Capital Ltd 2.71% 48,933 $5.7M
17 M & L Capital Management Ltd 2.60% 86,000 $10.6M
18 Illumine Investment Management, LLC 2.45% 26,011 $3.2M
19 NORTH POINT PORTFOLIO MANAGERS CORP/OH 2.42% 110,839 $13.6M
20 MARIETTA INVESTMENT PARTNERS LLC 2.37% 96,334 $11.8M
21 Bluebird Wealth Management LLC 2.27% 18,038 $2.2M
22 Evergreen Private Wealth LLC 2.26% 45,551 $5.6M
23 NWK Group, Inc. 2.24% 47,442 $5.8M
24 STRATEGIC PLANNING GROUP, LLC 2.16% 125,853 $15.5M
25 CLIFFORD SWAN INVESTMENT COUNSEL LLC 2.15% 514,469 $63.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ARISTA NETWORKS INC (ANET)

What does the Smart Money Trend signal show for ANET?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added ANET than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ANET?

Slight buying edge — 55% buying: Last quarter: 1,050 funds bought or added vs 864 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ANET holders?

Elite ownership — 53% AUM from top-100 funds: 45 of 1847 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in ANET. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ANET?

51% of holders stayed for 2+ years: 940 out of 1,847 hedge funds have held ANET for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.