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Palo Alto Networks

2,360 hedge funds and large institutions have $107B invested in Palo Alto Networks in 2025 Q2 according to their latest regulatory filings, with 254 funds opening new positions, 1,062 increasing their positions, 765 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

5% more funds holding

Funds holding: 2,2392,360 (+121)

1.42% more ownership

Funds ownership: 76.88%78.3% (+1.4%)

31% less call options, than puts

Call options by funds: $4.08B | Put options by funds: $5.88B

Holders
2,360
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.08B
Puts
$5.88B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
526
Kovitz Investment Group Partners
Illinois
$9.34M
IAA
527
Independent Advisor Alliance
North Carolina
$9.33M
DWM
528
Dakota Wealth Management
Florida
$9.33M
GIM
529
Goelzer Investment Management
Indiana
$9.32M
EH
530
Equitable Holdings
New York
$9.23M
CFSG
531
Community Financial Services Group
Vermont
$9.18M
SAM
532
Shell Asset Management
Netherlands
$9.08M
CIA
533
Concurrent Investment Advisors
Florida
$9.06M
1SB
534
1ST Source Bank
Indiana
$9.03M
AF
535
Avanza Fonder
Sweden
$8.98M
BWM
536
BigSur Wealth Management
Florida
$8.89M
YIA
537
YHB Investment Advisors
Connecticut
$8.87M
SHGA
538
Sand Hill Global Advisors
California
$8.87M
CT
539
Colonial Trust
South Carolina
$8.85M
BFS
540
Burr Financial Services
California
$8.85M
ASN
541
Advisory Services Network
Georgia
$8.84M
PP
542
PDT Partners
New York
$8.84M
NC
543
NBW Capital
Massachusetts
$8.75M
GCA
544
Greenwood Capital Associates
South Carolina
$8.75M
DWM
545
Diversify Wealth Management
Utah
$8.71M
HFM
546
Harvest Fund Management
China
$8.7M
MCP
547
Mirador Capital Partners
California
$8.7M
SG
548
Sienna Gestion
France
$8.7M
MYAM
549
Meiji Yasuda Asset Management
Japan
$8.66M
NF
550
Nikulski Financial
Iowa
$8.66M