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
↑ +235
Streak
11Q ▲
Buyers last Q
60%

Smart Money Signals — ANET

Based on 2265 hedge funds · latest filing: 2026 Q2 · 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
2,265 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 — +37% more funds vs a year ago

fund count last 6Q
+607 new funds entered over the past year (+37% 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.
🟢

More buyers than sellers — 60% buying

1359 buying916 selling
Last quarter: 1,359 funds were net buyers (389 opened a brand new position + 970 added to an existing one). Only 916 were sellers (762 trimmed + 154 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+146 vs last Q)

new funds entering per quarter
Funds opening a new ANET position: 340 → 298 → 243 → 389. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 25% medium ■ 26% new
1,106 out of 2,265 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.
➡️

Steady discovery — ~389 new funds/quarter

264 → 340 → 298 → 243 → 389 new funds/Q
New funds entering each quarter: 340 → 298 → 243 → 389. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 53% veterans vs 31% newcomers

■ 53% veterans ■ 15% 1-2yr ■ 31% new
Entry-cohort mix of 2,362 holders: 1,263 (53%) are 2+ year veterans, 361 entered 1–2 years ago, and 738 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
73 of 2252 holders are among the 100 largest funds by AUM, controlling 61% 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.

Institutional Sentiment Summary — ANET

In 2026 Q2, 1359 hedge funds were net buyers of ANET (389 opened a new position, 970 added to an existing one), while 916 reduced or exited (762 trimmed, 154 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 61% of total institutional value in ANET is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +235 funds (more new holders than closures). Total institutional holders: 2265.

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.

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Smart Money Signal ?
Strong Institutional Conviction

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

67 top-rated funds 44 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
6.8
/ 10
conviction
Hedge Fund Positioning: ANET
2K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2224 2030 9.56%
13F Shares 925M 897M 3.13%
Total Value $149.39B $103.62B 44.17%
New Positions 377 243 +134
Increased Positions 947 855 +92
Closed Positions 170 185 -15
Reduced Positions 719 730 -11
Total Calls 53 48 10.42%
Total Puts 52 42 23.81%
PUT/CALL Ratio 0.98 0.88 Neutral

Statistics: ANET

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Institutional Holders (2026 Q2)

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.

QUARTER:
Top 25 ANET holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Capital Counsel LLC/Ny 12.47% 1,877,641 $319.0M
2 Cresset Asset Management, LLC 11.90% 19,368,054 $3.29B
3 Varenne Capital Partners 11.79% 419,076 $71.1M
4 Dsm Capital Partners LLC 7.66% 2,632,116 $447.1M
5 Anomaly Capital Management, LP 7.08% 1,090,980 $185.3M
6 Sather Financial Group Inc 6.60% 676,921 $115.0M
7 Sava Infond d.o.o. 6.12% 508,210 $86.3M
8 Timucuan Asset Management Inc/Fl 5.71% 912,952 $155.1M
9 Guardian Wealth Management, Inc. 5.69% 68,153 $11.6M
10 Bristol John W & Co Inc /Ny/ 5.52% 2,196,682 $373.2M
11 Taylor Hoffman Capital Management LLC 5.40% 130,814 $22.2M
12 Up Capital Management, Inc. 5.37% 40,861 $6.9M
13 Disciplined Growth Investors Inc /Mn 5.14% 1,788,304 $303.8M
14 Incline Global Management LLC 4.91% 102,954 $17.5M
15 Kessler Investment Group, LLC 4.78% 65,932 $11.2M
16 Nepsis Inc. 4.65% 80,753 $13.7M
17 Bellecapital International Ltd. 4.32% 158,947 $27.0M
18 Soma Equity Partners LP 4.20% 354,892 $60.3M
19 DigitalBridge Group, Inc. 4.15% 408,203 $69.3M
20 M & L Capital Management Ltd 3.95% 86,000 $14.6M
21 Westerly Capital Management, LLC 3.92% 125,000 $21.2M
22 Beck Bode, LLC 3.85% 149,612 $25.4M
23 Mezzasalma Advisors, LLC 3.74% 109,686 $18.6M
24 Titan Wealth (CI) Ltd 3.71% 58,841 $10.0M
25 Left Brain Wealth Management, LLC 3.69% 72,101 $12.2M
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?

More buyers than sellers — 60% buying: Last quarter: 1,359 funds were net buyers (389 opened a brand new position + 970 added to an existing one). Only 916 were sellers (762 trimmed + 154 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ANET holders?

Elite ownership — 61% AUM from top-100 funds: 73 of 2252 holders are among the 100 largest funds by AUM, controlling 61% 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?

49% of holders stayed for 2+ years: 1,106 out of 2,265 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.

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