PANW icon

Palo Alto Networks

2,419 hedge funds and large institutions have $112B invested in Palo Alto Networks in 2025 Q3 according to their latest regulatory filings, with 237 funds opening new positions, 1,245 increasing their positions, 648 reducing their positions, and 137 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: $107B → $112B (+$4.9B)

21% less call options, than puts

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

22% less funds holding in top 10

Funds holding in top 10: 9171 (-20)

Holders
2,419
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
71
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 +$552M
2 +$499M
3 +$470M
4
Citadel Advisors
Citadel Advisors
Florida
+$435M
5
BlackRock
BlackRock
New York
+$332M
Name Holding Trade Value Shares
Change
Change in
Stake
NCFG
2501
New Century Financial Group
New Jersey
CWP
2502
Curated Wealth Partners
California
AIP
2503
Almanack Investment Partners
Pennsylvania
JFG
2504
JMG Financial Group
Illinois
TCWM
2505
Total Clarity Wealth Management
Illinois
CA
2506
Callahan Advisors
Texas
Financial Engines Advisors
2507
Financial Engines Advisors
California
DA
2508
DCF Advisers
Connecticut
TYCC
2509
Texas Yale Capital Corp
Florida
CPP
2510
Capasso Planning Partners
South Carolina
BL
2511
Balentine LLC
Georgia
FWTB
2512
First Western Trust Bank
Colorado
VC
2513
Veracity Capital
Georgia
WLPWM
2514
Walled Lake Planning & Wealth Management
Illinois
PI
2515
Parkside Investments
Illinois
OPWM
2516
Oakwell Private Wealth Management
Texas
AFA
2517
AA Financial Advisors
Ohio
EA
2518
Ergawealth Advisors
Illinois
BAG
2519
Bridgewealth Advisory Group
California
NWWA
2520
New Wave Wealth Advisors
Arkansas
AB
2521
Atlas Brown
Kentucky
SFG
2522
Sunburst Financial Group
Alabama
QL
2523
Quarry LP
New York
ATC
2524
Advantage Trust Company
Kansas
HAI
2525
Hennessy Advisors Inc
California