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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
NMERB
701
New Mexico Educational Retirement Board
New Mexico
$5.6M +$101K +500 +2%
CL
702
Choreo LLC
Illinois
$5.54M +$159K +790 +3%
MAM
703
Morse Asset Management
Connecticut
$5.5M -$25K -124 -0.4%
JWCA
704
J.W. Cole Advisors
Florida
$5.46M +$57.5K +285 +0.8%
MGP
705
Metis Global Partners
California
$5.45M -$341K -1,691 -5%
US
706
UNICOM Systems
Nevada
$5.43M
ISL
707
Ingalls & Snyder LLC
New York
$5.42M +$62.7K +311 +1%
BFA
708
Bragg Financial Advisors
North Carolina
$5.42M +$754K +3,737 +15%
PWS
709
Proactive Wealth Strategies
Georgia
$5.4M +$529K +2,623 +10%
PWM
710
Perigon Wealth Management
California
$5.37M -$77.3K -383 -1%
NFG
711
Nations Financial Group
Iowa
$5.36M +$2.45M +12,126 +71%
WIC
712
WealthBridge Investment Counsel
Alberta, Canada
$5.34M +$5.85M +28,988 New
RSVP
713
Ramsay Stattman Vela & Price
Colorado
$5.34M
VA
714
VestGen Advisors
Illinois
$5.33M +$236K +1,170 +4%
NSB
715
Norway Savings Bank
Maine
$5.33M +$12.5K +62 +0.2%
DAS
716
Dynamic Advisor Solutions
Arizona
$5.33M -$1.1M -5,439 -16%
CWG
717
Cornerstone Wealth Group
North Carolina
$5.29M +$56.3K +279 +1%
SCM
718
Sterling Capital Management
North Carolina
$5.29M +$98.9K +490 +2%
SFI
719
Siemens Fonds Invest
Germany
$5.28M +$450K +2,232 +9%
CLGM
720
Capitolis Liquid Global Markets
New York
$5.27M +$5.77M +28,622 New
ISWM
721
Intesa Sanpaolo Wealth Management
$5.25M +$5.75M +28,524 New
VFA
722
Valeo Financial Advisors
Indiana
$5.25M -$262K -1,300 -4%
RWM
723
Rockline Wealth Management
New York
$5.22M +$405K +2,006 +8%
IWC
724
Integrated Wealth Concepts
Massachusetts
$5.17M -$1.41M -6,975 -20%
MSE
725
MUFG Securities EMEA
United Kingdom
$5.16M +$3.08M +15,255 +119%