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Palo Alto Networks

2,523 hedge funds and large institutions have $107B invested in Palo Alto Networks in 2025 Q4 according to their latest regulatory filings, with 315 funds opening new positions, 1,118 increasing their positions, 814 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 315 | Existing positions closed: 167

37% more repeat investments, than reductions

Existing positions increased: 1,118 | Existing positions reduced: 814

4% more funds holding

Funds holding: 2,4292,523 (+94)

0.7% more ownership

Funds ownership: 82.39%83.1% (+0.7%)

5% less capital invested

Capital invested by funds: $112B → $107B (-$5.43B)

21% less funds holding in top 10

Funds holding in top 10: 7156 (-15)

27% less call options, than puts

Call options by funds: $3.4B | Put options by funds: $4.68B

Holders
2,523
Holders Change
+94
Holders Change %
+3.87%
% of All Funds
30.68%
Holding in Top 10
56
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-21.13%
% of All Funds
0.68%
New
315
Increased
1,118
Reduced
814
Closed
167
Calls
$3.4B
Puts
$4.68B
Net Calls
-$1.27B
Net Calls Change
+$127M
Name Holding Trade Value Shares
Change
Change in
Stake
ERWM
551
Elk River Wealth Management
Colorado
$9.37M -$295K -1,463 -3%
TRCT
552
Tower Research Capital (TRC)
New York
$9.34M +$5.32M +26,374 +108%
CAM
553
Covenant Asset Management
New Jersey
$9.26M -$115K -570 -1%
PFS
554
Prospera Financial Services
Texas
$9.24M -$1.03M -5,120 -9%
Thrivent Financial for Lutherans
555
Thrivent Financial for Lutherans
Minnesota
$9.23M +$2.92M +14,491 +41%
SWP
556
Stratos Wealth Partners
Ohio
$9.2M -$511K -2,532 -5%
LF
557
Longbow Finance
Switzerland
$9.18M -$2.85M -14,139 -22%
AI
558
Atria Investments
North Carolina
$9.09M -$764K -3,788 -7%
ECM
559
Evergreen Capital Management
Washington
$9.05M -$841K -4,170 -8%
HAG
560
HighPoint Advisor Group
Illinois
$9.01M +$4.32M +21,435 +78%
WFG
561
Wills Financial Group
Virginia
$8.93M +$240K +1,188 +3%
PGFC
562
Peapack-Gladstone Financial Corp
New Jersey
$8.93M +$792K +3,926 +9%
AF
563
Allworth Financial
California
$8.93M +$5.1M +25,262 +109%
GIM
564
Generali Investments Management
Slovenia
$8.87M -$1.26M -6,261 -12%
FIB
565
First Interstate Bank
Montana
$8.86M -$375K -1,858 -4%
PGA
566
Portland Global Advisors
Maine
$8.86M -$169K -837 -2%
MWM
567
MinichMacGregor Wealth Management
New York
$8.86M +$814K +4,033 +9%
Assenagon Asset Management
568
Assenagon Asset Management
Luxembourg
$8.83M -$3.1M -15,357 -24%
NF
569
Nikulski Financial
Iowa
$8.77M +$688K +3,409 +8%
JCM
570
Janney Capital Management
Pennsylvania
$8.76M -$107K -528 -1%
LI
571
LMCG Investments
Massachusetts
$8.75M +$8.02M +39,747 +513%
CWM
572
CMH Wealth Management
New Hampshire
$8.72M -$177K -877 -2%
CT
573
Colonial Trust
South Carolina
$8.7M +$313K +1,549 +3%
NIM
574
NXG Investment Management
Texas
$8.66M
VAS
575
Vestmark Advisory Solutions
Massachusetts
$8.65M +$3.57M +17,706 +61%