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Palo Alto Networks

2,417 hedge funds and large institutions have $112B invested in Palo Alto Networks in 2025 Q3 according to their latest regulatory filings, with 237 funds opening new positions, 1,243 increasing their positions, 648 reducing their positions, and 137 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 → $112B (+$4.87B)

21% less call options, than puts

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

22% less funds holding in top 10

Funds holding in top 10: 9070 (-20)

Holders
2,417
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
70
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 +$552M
2 +$499M
3 +$470M
4
Citadel Advisors
Citadel Advisors
Florida
+$435M
5
BlackRock
BlackRock
New York
+$332M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
926
Icon Advisers
Colorado
$3.05M
BAM
927
Belpointe Asset Management
Nevada
$3.05M
CMI
928
Clare Market Investments
Texas
$3.04M
OPW
929
Oxler Private Wealth
New York
$3.04M
CCM
930
Coldstream Capital Management
Washington
$3.04M
DT
931
Diversified Trust
Tennessee
$3.02M
JSL
932
JT Stratford LLC
Georgia
$3.01M
WT
933
Whittier Trust
California
$3.01M
BFS
934
Bard Financial Services
Connecticut
$3.01M
RFC
935
Regions Financial Corp
Alabama
$3M
WP
936
WealthShield Partners
North Carolina
$3M
BBHC
937
Brown Brothers Harriman & Co
New York
$2.99M
WANY
938
Wealthspire Advisors (New York)
New York
$2.98M
WWM
939
Western Wealth Management
Colorado
$2.96M
HCA
940
Harbour Capital Advisors
Virginia
$2.95M
MCM
941
Moore Capital Management
New York
$2.95M
WCA
942
Westover Capital Advisors
Delaware
$2.95M
AF
943
Alerus Financial
North Dakota
$2.94M
UBG
944
United Bank (Georgia)
Georgia
$2.94M
GI
945
GS Investments
Minnesota
$2.93M
LDB
946
Lee, Danner & Bass
Tennessee
$2.92M
SR
947
Syntax Research
Florida
$2.9M
VWM
948
Vivid Wealth Management
Iowa
$2.88M
PIA
949
Petredis Investment Advisors
Pennsylvania
$2.88M
IFWM
950
Institute for Wealth Management
Colorado
$2.88M