Hedge funds boosted stakes in Arista Networks after strong Q3 earnings and revenue growth.

Wedge Capital Management, Trust Point, and Perpetual Ltd acquired or adjusted stakes in Arista Networks during Q3 2025, following strong earnings on November 4 with $0.75 EPS and $2.31 billion in revenue, up 27.5% year-over-year. The company, valued at $165.33 billion, reported a 39.73% net margin and 30.28% return on equity, with analysts maintaining a "Moderate Buy" consensus and an average price target of $163.56. Institutional ownership remains high at 82.47%, while insider selling totaled nearly $28.6 million in 90 days.