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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
FAM
876
Fulcrum Asset Management
United Kingdom
$3.45M -$110K -546 -3%
DCM
877
Davidson Capital Management
Texas
$3.43M +$123K +610 +3%
OCA
878
OpenArc Corporate Advisory
Georgia
$3.42M +$3.75M +18,576 New
SAM
879
Securian Asset Management
Minnesota
$3.42M -$2.76M -13,668 -42%
CAC
880
Core Alternative Capital
Georgia
$3.41M +$156K +771 +4%
GFG
881
Greenbush Financial Group
New York
$3.41M +$230K +1,139 +7%
GI
882
GAMCO Investors
Connecticut
$3.39M +$16.9K +84 +0.5%
MSA
883
MUFG Securities Americas
New York
$3.39M +$83.7K +415 +2%
FMB
884
Field & Main Bank
Kentucky
$3.38M +$27.2K +135 +0.7%
WC
885
Westhampton Capital
North Carolina
$3.38M +$28.9K +143 +0.8%
NP
886
Nilsine Partners
Colorado
$3.37M +$198K +981 +6%
MAS
887
Meeder Advisory Services
Ohio
$3.37M +$201K +996 +6%
SW
888
SteelPeak Wealth
California
$3.36M +$650K +3,223 +21%
VSQM
889
V-Square Quantitative Management
Illinois
$3.35M +$570K +2,827 +18%
PFA
890
Perryman Financial Advisory
Texas
$3.35M +$3.67M +18,182 New
SAI
891
Savvy Advisors Inc
New York
$3.35M +$424K +2,101 +13%
PI
892
PFG Investments
New York
$3.34M -$28K -139 -0.8%
CTC
893
Central Trust Company
Missouri
$3.32M -$359K -1,778 -9%
CPCPP
894
Canada Post Corporation Pension Plan
Canada
$3.29M +$494K +2,450 +16%
BP
895
Broadleaf Partners
Ohio
$3.29M +$1.82K +9 +0.1%
FFA
896
Fairfield Financial Advisors
Massachusetts
$3.26M +$110K +545 +3%
GMFG
897
Greater Midwest Financial Group
Minnesota
$3.26M +$204K +1,010 +6%
WI
898
Wahed Invest
New York
$3.26M -$39.3K -195 -1%
KLCM
899
KG&L Capital Management
Louisiana
$3.26M +$1.24M +6,137 +53%
RCA
900
Resonant Capital Advisors
Wisconsin
$3.26M +$110K +544 +3%