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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
LWAM
1051
Legacy Wealth Asset Management
Minnesota
$2.26M
FP
1052
FFG Partners
Florida
$2.25M
NB
1053
Nicolet Bankshares
Wisconsin
$2.23M
SIC
1054
Sterling Investment Counsel
New York
$2.23M
SIG
1055
Sky Investment Group
Connecticut
$2.23M
FG
1056
Formula Growth
Quebec, Canada
$2.23M
TCA
1057
Transcend Capital Advisors
New Jersey
$2.23M
GA
1058
GoalVest Advisory
New York
$2.22M
NMG
1059
New Millennium Group
Utah
$2.22M
NERM
1060
New England Research & Management
Illinois
$2.21M
MCC
1061
Money Concepts Capital
Florida
$2.2M
CI
1062
Corient IA
Florida
$2.2M
WPC
1063
Wedmont Private Capital
Pennsylvania
$2.2M
MA
1064
Montag & Associates
Georgia
$2.19M
PWP
1065
Pursue Wealth Partners
California
$2.19M
ACA
1066
Aptus Capital Advisors
Alabama
$2.19M
CSA
1067
Cornerstone Select Advisors
Missouri
$2.17M
ILI
1068
Invesco LLC (Illinois)
Illinois
$2.16M
HR
1069
Hardy Reed
Mississippi
$2.14M
OIC
1070
Orion Investment Company
Missouri
$2.14M
TE
1071
Tema ETFs
New York
$2.13M
GFP
1072
Gryphon Financial Partners
Ohio
$2.13M
HL
1073
HeadInvest LLC
Maine
$2.13M
ECM
1074
Eisler Capital Management
United Kingdom
$2.12M
CAWM
1075
Capital Advisors Wealth Management
Washington
$2.12M