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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
LIA
2526
Limestone Investment Advisors
New York
BCMLT
2527
Beacon Capital Management LLC (Tennessee)
Tennessee
NC
2528
NewSquare Capital
Pennsylvania
WTFG
2529
Wood Tarver Financial Group
Idaho
WOC
2530
West Oak Capital
California
TIM
2531
Total Investment Management
Arizona
CCM
2532
Carderock Capital Management
Maryland
MLA
2533
MB, Levis & Associates
Pennsylvania
MS
2534
Marshall & Sullivan
Washington
BA
2535
Bellwether Advisors
Nebraska
PSFG
2536
Park Square Financial Group
Georgia
BFP
2537
Briaud Financial Planning
Texas
WA
2538
Whipplewood Advisors
Colorado
SO
2539
Sierra Ocean
California
SC
2540
Stephens Consulting
Michigan
T
2541
Transce3nd
Texas
OA
2542
Operose Advisors
Wisconsin
LFA
2543
LGT Financial Advisors
Texas
CWM
2544
Cranbrook Wealth Management
Michigan
CW
2545
Curio Wealth
Maryland
DRP
2546
Decker Retirement Planning
Utah
CWM
2547
CarsonAllaria Wealth Management
Illinois
WCM
2548
WealthTrak Capital Management
Virginia
KA
2549
Kozak & Associates
Colorado
PW
2550
Pandora Wealth
Illinois