Arista NetworksANET

13F holders, Q1 2025 (March 31)
30holders −53
2new positions
16sold out
1famous investor
$77.42avg. 13F price*

At the end of Q1 2025, 30 institutions reported holding Arista Networks Inc. (ANET) in their 13F filings, down 53 from Q4 2024. 2 opened new positions and 16 sold out. The largest holders were Giverny Capital ($36.1M), Oddo BHF Asset Management Sas ($21.2M) and Mediolanum International Funds Ltd ($20.5M). One famous investor held it Francois Rochon (1.3% of Giverny Capital's portfolio).

Company
Arista Networks Inc.
CUSIP
040413106
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 1,350Q1 2024Q2 2024: 1,401Q2 2024Q3 2024: 1,478Q3 2024Q4 2024: 83Q4 2024Q1 2025: 30Q1 2025Q2 2025: 25Q2 2025Q3 2025: 22Q3 2025Q4 2025: 21Q4 2025Q1 2026: 22Q1 2026Q2 2026: 19Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions2$278K
Exits16$202.7M

All 13F filers, Q4 2024 → Q1 2025: 204,579 shares bought and 1,616,599 shares sold, net −1,412,020 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders

Giverny Capital 1.33% Add +13.7% 466,528 $36.1M
Oddo BHF Asset Management Sas 0.87% Add +54.2% 273,027 $21.2M
Mediolanum International Funds Ltd 0.28% Add +9.6% 262,414 $20.5M
Covington Investment Advisors Inc. 2.03% Add +1.9% 168,372 $13.0M
Cibc World Markets Corp. 0.08% Reduce -23.2% 126,321 $9.8M
Rheos Capital Works Inc. 0.69% No change 110,000 $8.5M
WD Rutherford LLC 2.23% Add +0.1% 57,357 $4.2M
IHT Wealth Management, LLC 0.10% Add +47.6% 43,186 $3.3M
Sawyer & Company, Inc 1.35% Reduce -0.3% 43,032 $3.3M
Ghe, LLC 1.06% Add +5.5% 29,939 $2.3M
Geneva Partners, LLC 1.10% Reduce -3.2% 27,432 $2.1M
HighPoint Advisor Group LLC 0.08% Reduce -62.8% 16,891 $1.4M
Aft, Forsyth & Company, Inc. 0.45% Reduce -0.7% 10,661 $826K
Harvest Fund Management Co., Ltd 0.03% Reduce -84.8% 6,985 $541K
Vestor Capital, LLC 0.04% Reduce -94.3% 6,611 $512K
Jacobs & Co. 0.05% Reduce -7.5% 6,148 $476K
Kirtland Hills Capital Management, LLC 0.23% Add +85.0% 5,402 $385K
KKM Financial LLC 0.16% Add +25.2% 4,918 $381K
Berbice Capital Management LLC 0.30% Add +21.3% 4,560 $353K
Connecticut Wealth Management, LLC 0.02% No change 4,303 $333K
West Oak Capital, LLC 0.17% No change 3,880 $301K
Virtue Capital Management, LLC 0.03% New 3,528 $272K
Sound Income Strategies, LLC 0.02% Add +964.0% 3,373 $261K
Rosenblum Silverman Sutton S F Inc. 0.07% Reduce -2.6% 3,215 $249K
Investment Research & Advisory Group, Inc. 0.03% Reduce -18.9% 1,038 $80K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.00% Reduce -96.4% 100 $8K
Ogorek Anthony Joseph /NY/ 0.00% New 84 $6K
Horrell Capital Management, Inc. 0.00% No change 40 $3K
Your Advocates Ltd., LLP 0.00% No change 40 $3K
Huntington National Bank 0.00% No change 1 $414

"% of holder's portfolio" is ANET's weight in each manager's 13F, not the share of Arista Networks Inc. the manager owns.