10 AI Stocks Analysts are Tracking Closely
According to BlackRock, the world's largest asset manager, artificial intelligence will continue to dominate the markets in 2026.
Arista Networks Inc. (ANET)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 9,587,115 | $1,396,938,527 | +83% | 0.88% |
| 2. | AQR Capital Management Cliff Asness | 6,261,063 | $904,097,369 | -29% | 0.58% |
| 3. | Point72 Asset Management Steve Cohen | 5,511,420 | $803,069,010 | -21% | 1.34% |
| 4. | 3,165,000 | $461,172,150 | +44% | 0.77% | |
| 5. | 2,586,900 | $376,937,199 | +10% | 0.06% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $128.58 | 2,884 | $370,834.53 | 25,784 | 2025-12-01 | Filing | |
| $127.93 | 4,552 | $582,326.89 | 28,668 | 2025-12-01 | Filing | |
| $126.93 | 564 | $71,587.39 | 33,220 | 2025-12-01 | Filing | |
| $125.62 | 800 | $100,499.04 | 9,917 | 2025-11-25 | Filing | |
| $125.06 | 12,742 | $1,593,518.34 | 10,717 | 2025-11-25 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 100,000,830 | $14,571,120,940 | 0.22% | |
| 2. | 89,295,832 | $13,011,295,664 | 0.23% | |
| 3. | 46,342,551 | $6,752,573,106 | 0.23% | |
| 4. | 1,755,368 | $4,672,789,616 | 1.79% | |
| 5. | 32,041,881 | $4,668,822,556 | 0.24% |
News See All
Arista Networks Inc (ANET): A Bull Case Theory
We came across a bullish thesis on Arista Networks Inc on techcache’s Substack by Joe Albano. In this article, we will summarize the bulls’ thesis on ANET.
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On November 21, John Stoltzfus, Oppenheimer chief investment strategist, joined CNBC's 'The Exchange' to talk about where to look for market opportunities and discuss investment opportunities amidst current...
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On November 20, Kim Posnett, Goldman Sachs' co-head of investment banking, joined CNBC television to discuss the AI trade and concerns regarding a growing AI bubble.
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Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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