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Palo Alto Networks

2,394 hedge funds and large institutions have $111B invested in Palo Alto Networks in 2025 Q3 according to their latest regulatory filings, with 239 funds opening new positions, 1,230 increasing their positions, 639 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $107B → $111B (+$4.97B)

21% less call options, than puts

Call options by funds: $5.2B | Put options by funds: $6.6B

23% less funds holding in top 10

Funds holding in top 10: 9069 (-21)

Holders
2,394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
69
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.2B
Puts
$6.6B
Net Calls
Net Calls Change

Top Buyers

1 +$587M
2 +$531M
3 +$500M
4
Citadel Advisors
Citadel Advisors
Florida
+$463M
5
BlackRock
BlackRock
New York
+$353M
Name Holding Trade Value Shares
Change
Change in
Stake
OE
901
October Effect
Virginia
$3.17M
TPM
902
Triasima Portfolio Management
Quebec, Canada
$3.17M
AG
903
Ascent Group
Virginia
$3.17M
WAP
904
Wealthcare Advisory Partners
Pennsylvania
$3.17M
MC
905
Mirabaud & Cie
Switzerland
$3.16M
CT
906
Clearstead Trust
Maine
$3.16M
AIIMS
907
Analyst IMS Investment Management Services
Israel
$3.15M
CPCPP
908
Canada Post Corporation Pension Plan
Canada
$3.15M
1WM
909
1858 Wealth Management
Ohio
$3.14M
VSQM
910
V-Square Quantitative Management
Illinois
$3.13M
IBOK
911
Independence Bank of Kentucky
Kentucky
$3.13M
DACG
912
Donor Advised Charitable Giving
California
$3.1M
JRP
913
Jasper Ridge Partners
California
$3.09M
Walleye Capital
914
Walleye Capital
New York
$3.07M
CT
915
Caldwell Trust
Florida
$3.07M
EWM
916
EPG Wealth Management
Georgia
$3.07M
WWM
917
Westwood Wealth Management
California
$3.07M
VCM
918
Verde Capital Management
Michigan
$3.06M
SW
919
SteelPeak Wealth
California
$3.06M
IA
920
Icon Advisers
Colorado
$3.05M
BAM
921
Belpointe Asset Management
Nevada
$3.05M
CMI
922
Clare Market Investments
Texas
$3.04M
OPW
923
Oxler Private Wealth
New York
$3.04M
CCM
924
Coldstream Capital Management
Washington
$3.04M
DT
925
Diversified Trust
Tennessee
$3.02M