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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
PA
626
Procyon Advisors
Connecticut
$7.13M +$2.06M +10,190 +36%
NAAA
627
New Age Alpha Advisors
New York
$7.12M +$342K +1,693 +5%
JMFC
628
J.M. Forbes & Co
Massachusetts
$7.12M +$107K +529 +1%
M
629
Mirova
France
$7.09M -$291K -1,442 -4%
ACM
630
Ayrshire Capital Management
Connecticut
$7.09M +$214K +1,059 +3%
KFP
631
KMG Fiduciary Partners
Ohio
$7M -$436K -2,159 -5%
DILIC
632
Dai-ichi Life Insurance Company
Japan
$6.98M -$262K -1,300 -3%
RAM
633
Riggs Asset Management
Pennsylvania
$6.97M -$87K -431 -1%
LWMM
634
Legacy Wealth Management (Mississippi)
Mississippi
$6.92M -$642K -3,182 -8%
LOAMS
635
Lombard Odier Asset Management (Switzerland)
Switzerland
$6.92M -$3.51M -17,394 -32%
CUAMC
636
China Universal Asset Management Company
China
$6.91M +$215K +1,066 +3%
WPP
637
Whalerock Point Partners
Rhode Island
$6.88M +$257K +1,276 +4%
SB
638
Strategic Blueprint
Georgia
$6.87M -$1.21M -5,975 -14%
TIAA Trust, National Association
639
TIAA Trust, National Association
North Carolina
$6.85M -$435K -2,155 -5%
JWBC
640
J.W. Burns & Co
New York
$6.81M -$40.1K -199 -0.5%
FCH
641
Freestone Capital Holdings
Washington
$6.77M +$348K +1,723 +5%
NEI
642
Northwest & Ethical Investments
Ontario, Canada
$6.76M -$379K -1,879 -5%
GWMR
643
GC Wealth Management RIA
Massachusetts
$6.75M -$1.53M -7,571 -17%
LW
644
Linscomb Wealth
Texas
$6.75M +$18.2K +90 +0.2%
FFB
645
First Financial Bankshares
Texas
$6.71M -$1.92M -9,509 -21%
GAM
646
Gotham Asset Management
New York
$6.68M -$1.27M -6,284 -15%
WPW
647
Waldron Private Wealth
Pennsylvania
$6.68M +$372K +1,842 +5%
MDSL
648
M.D. Sass LLC
New York
$6.67M
HIC
649
Hartline Investment Corp
Illinois
$6.67M -$1.06M -5,278 -13%
AP
650
Appleton Partners
Massachusetts
$6.65M -$348K -1,727 -5%