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Palo Alto Networks

2,417 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, 1,243 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 (+$4.87B)

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: 9070 (-20)

Holders
2,417
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
70
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
NC
2526
NewSquare Capital
Pennsylvania
WTFG
2527
Wood Tarver Financial Group
Idaho
WOC
2528
West Oak Capital
California
TIM
2529
Total Investment Management
Arizona
CCM
2530
Carderock Capital Management
Maryland
MLA
2531
MB, Levis & Associates
Pennsylvania
MS
2532
Marshall & Sullivan
Washington
BA
2533
Bellwether Advisors
Nebraska
PSFG
2534
Park Square Financial Group
Georgia
BFP
2535
Briaud Financial Planning
Texas
WA
2536
Whipplewood Advisors
Colorado
SO
2537
Sierra Ocean
California
SC
2538
Stephens Consulting
Michigan
T
2539
Transce3nd
Texas
OA
2540
Operose Advisors
Wisconsin
LFA
2541
LGT Financial Advisors
Texas
DRP
2542
Decker Retirement Planning
Utah
CWM
2543
Cranbrook Wealth Management
Michigan
CW
2544
Curio Wealth
Maryland
CWM
2545
CarsonAllaria Wealth Management
Illinois
WCM
2546
WealthTrak Capital Management
Virginia
KA
2547
Kozak & Associates
Colorado
PW
2548
Pandora Wealth
Illinois
KWM
2549
Kiker Wealth Management
Georgia
TCM
2550
Traub Capital Management
Massachusetts