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Palo Alto Networks

2,404 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, 1,234 increasing their positions, 645 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:

4% more capital invested

Capital invested by funds: $107B → $112B (+$4.8B)

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
2,404
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
CMI
926
Clare Market Investments
Texas
$3.04M
OPW
927
Oxler Private Wealth
New York
$3.04M
CCM
928
Coldstream Capital Management
Washington
$3.04M
DT
929
Diversified Trust
Tennessee
$3.02M
JSL
930
JT Stratford LLC
Georgia
$3.01M
WT
931
Whittier Trust
California
$3.01M
BFS
932
Bard Financial Services
Connecticut
$3.01M
RFC
933
Regions Financial Corp
Alabama
$3M
WP
934
WealthShield Partners
North Carolina
$3M
BBHC
935
Brown Brothers Harriman & Co
New York
$2.99M
WANY
936
Wealthspire Advisors (New York)
New York
$2.98M
WWM
937
Western Wealth Management
Colorado
$2.96M
HCA
938
Harbour Capital Advisors
Virginia
$2.95M
MCM
939
Moore Capital Management
New York
$2.95M
WCA
940
Westover Capital Advisors
Delaware
$2.95M
AF
941
Alerus Financial
North Dakota
$2.94M
UBG
942
United Bank (Georgia)
Georgia
$2.94M
GI
943
GS Investments
Minnesota
$2.93M
LDB
944
Lee, Danner & Bass
Tennessee
$2.92M
SR
945
Syntax Research
Florida
$2.9M
VWM
946
Vivid Wealth Management
Iowa
$2.88M
PIA
947
Petredis Investment Advisors
Pennsylvania
$2.88M
IFWM
948
Institute for Wealth Management
Colorado
$2.88M
AFC
949
AFT Forsyth & Company
Florida
$2.88M
ECM
950
Everence Capital Management
Indiana
$2.88M