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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
SAM
601
Smithbridge Asset Management
Pennsylvania
$7.64M +$362K +1,792 +5%
ZBNA
602
Zions Bancorporation, National Association
Utah
$7.62M -$280K -1,388 -3%
KRS
603
Kentucky Retirement Systems
Kentucky
$7.6M
WG
604
Welch Group
Alabama
$7.58M +$453K +2,243 +6%
BF
605
BOK Financial
Oklahoma
$7.54M -$948K -4,698 -10%
RAM
606
Robinhood Asset Management
California
$7.5M +$8.21M +40,706 New
BCM
607
Bourgeon Capital Management
Connecticut
$7.48M +$25.6K +127 +0.3%
DSC
608
Duncker Streett & Co
Missouri
$7.48M -$49.8K -247 -0.6%
BBES
609
Buffalo Business & Estate Services
New York
$7.45M +$8.16M +40,454 New
AWP
610
Ascent Wealth Partners
New York
$7.45M +$106K +527 +1%
AAP
611
Ardsley Advisory Partners
Connecticut
$7.37M +$1.76M +8,700 +28%
FCM
612
Fortis Capital Management
Washington
$7.36M +$483K +2,396 +6%
BFS
613
Burr Financial Services
California
$7.36M -$165K -818 -2%
SI
614
Sora Investors
Pennsylvania
$7.35M -$599K -2,968 -7%
CGH
615
Crossmark Global Holdings
Texas
$7.33M +$869K +4,305 +12%
ACA
616
Aptus Capital Advisors
Alabama
$7.3M +$5.82M +28,862 +269%
ASN
617
Advisory Services Network
Georgia
$7.29M -$1.82M -9,044 -19%
HIMCH
618
Hartford Investment Management Co (HIMCO)
Connecticut
$7.29M +$82.9K +411 +1%
DWP
619
Daymark Wealth Partners
Ohio
$7.28M +$6.52M +32,327 +450%
CCP
620
Clough Capital Partners
Massachusetts
$7.24M
MFG
621
Merit Financial Group
Georgia
$7.23M +$476K +2,360 +6%
HBT
622
Hills Bank & Trust
Iowa
$7.22M -$227K -1,127 -3%
Kovitz Investment Group Partners
623
Kovitz Investment Group Partners
Illinois
$7.19M -$3.13M -15,531 -28%
AWM
624
AE Wealth Management
Kansas
$7.17M -$117K -579 -1%
GIM
625
Goelzer Investment Management
Indiana
$7.16M -$1.32M -6,559 -14%