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Palo Alto Networks

2,348 hedge funds and large institutions have $106B invested in Palo Alto Networks in 2025 Q2 according to their latest regulatory filings, with 254 funds opening new positions, 1,055 increasing their positions, 763 reducing their positions, and 101 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: 2,2272,348 (+121)

1.39% more ownership

Funds ownership: 76.69%78.08% (+1.4%)

31% less call options, than puts

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

Holders
2,348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
89
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
PWM
851
Peterson Wealth Management
Nevada
$3.28M
CWP
852
Cyndeo Wealth Partners
Florida
$3.28M
BWG
853
Boomfish Wealth Group
Georgia
$3.28M
GKWIM
854
Gerber Kawasaki Wealth & Investment Management
California
$3.28M
GWMIA
855
Global Wealth Management Investment Advisory
Florida
$3.27M
AAM
856
Azzad Asset Management
Virginia
$3.26M
RPC
857
Rossmore Private Capital
Connecticut
$3.26M
GMFG
858
Greater Midwest Financial Group
Minnesota
$3.24M
MC
859
Mirabaud & Cie
Switzerland
$3.24M
AF
860
Allworth Financial
California
$3.23M
SCA
861
St. Clair Advisors
Ohio
$3.23M
NP
862
Nilsine Partners
Colorado
$3.23M
FFA
863
Fairfield Financial Advisors
Massachusetts
$3.23M
GI
864
GAMMA Investing
California
$3.22M
CCM
865
Connective Capital Management
California
$3.2M
TPM
866
Triasima Portfolio Management
Quebec, Canada
$3.2M
DJYG
867
David J. Yvars Group
Florida
$3.2M
RFC
868
Regions Financial Corp
Alabama
$3.18M
TNAM
869
Terra Nova Asset Management
New York
$3.17M
AIIMS
870
Analyst IMS Investment Management Services
Israel
$3.16M
CCM
871
Coldstream Capital Management
Washington
$3.16M
MFS
872
Mattson Financial Services
Michigan
$3.15M
GH
873
GAM Holding
Switzerland
$3.15M
MA
874
Mutual Advisors
Nebraska
$3.14M
DACG
875
Donor Advised Charitable Giving
California
$3.12M