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Palo Alto Networks

2,383 hedge funds and large institutions have $111B invested in Palo Alto Networks in 2025 Q3 according to their latest regulatory filings, with 239 funds opening new positions, 1,223 increasing their positions, 636 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $106B → $111B (+$4.9B)

21% less call options, than puts

Call options by funds: $5.2B | Put options by funds: $6.6B

23% less funds holding in top 10

Funds holding in top 10: 9069 (-21)

Holders
2,383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
69
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.2B
Puts
$6.6B
Net Calls
Net Calls Change

Top Buyers

1 +$587M
2 +$531M
3 +$500M
4
Citadel Advisors
Citadel Advisors
Florida
+$463M
5
BlackRock
BlackRock
New York
+$353M
Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
2476
Walled Lake Planning & Wealth Management
Illinois
PI
2477
Parkside Investments
Illinois
OPWM
2478
Oakwell Private Wealth Management
Texas
AFA
2479
AA Financial Advisors
Ohio
BAG
2480
Bridgewealth Advisory Group
California
EA
2481
Ergawealth Advisors
Illinois
NWWA
2482
New Wave Wealth Advisors
Arkansas
AB
2483
Atlas Brown
Kentucky
SFG
2484
Sunburst Financial Group
Alabama
QL
2485
Quarry LP
New York
ATC
2486
Advantage Trust Company
Kansas
HAI
2487
Hennessy Advisors Inc
California
LIA
2488
Limestone Investment Advisors
New York
BCMLT
2489
Beacon Capital Management LLC (Tennessee)
Tennessee
NC
2490
NewSquare Capital
Pennsylvania
WTFG
2491
Wood Tarver Financial Group
Idaho
WOC
2492
West Oak Capital
California
TIM
2493
Total Investment Management
Arizona
CCM
2494
Carderock Capital Management
Maryland
MLA
2495
MB, Levis & Associates
Pennsylvania
MS
2496
Marshall & Sullivan
Washington
BA
2497
Bellwether Advisors
Nebraska
PSFG
2498
Park Square Financial Group
Georgia
BFP
2499
Briaud Financial Planning
Texas
WA
2500
Whipplewood Advisors
Colorado