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Palo Alto Networks

2,395 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, 640 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
2,395
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
DIA
1201
Dana Investment Advisors
Wisconsin
$1.53M
PWM
1202
Peterson Wealth Management
Nevada
$1.53M
TAM
1203
Trust Asset Management
Texas
$1.53M
PJSIMP
1204
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.52M
SA
1205
Strategic Advisors
New York
$1.52M
TWM
1206
Tradition Wealth Management
Minnesota
$1.52M
PPW
1207
Parcion Private Wealth
Washington
$1.52M
BAM
1208
Bayshore Asset Management
Florida
$1.51M
BBI
1209
Baxter Bros Inc
Connecticut
$1.5M
RCM
1210
RB Capital Management
Nevada
$1.5M
IP
1211
Ignite Planners
California
$1.49M
SWP
1212
Sagespring Wealth Partners
Tennessee
$1.49M
EFG
1213
Everhart Financial Group
Ohio
$1.49M
LF
1214
LifePlan Financial
Minnesota
$1.48M
JSW
1215
Journey Strategic Wealth
New Jersey
$1.48M
PIA
1216
Pinion Investment Advisors
Kansas
$1.48M
FCBT
1217
First Citizens Bank & Trust
North Carolina
$1.48M
Fisher Asset Management
1218
Fisher Asset Management
Washington
$1.48M
GAG
1219
GM Advisory Group
New York
$1.47M
LAM
1220
LOM Asset Management
$1.47M
ARG
1221
Advisory Resource Group
Oklahoma
$1.47M
KWA
1222
Kingswood Wealth Advisors
California
$1.47M
SAM
1223
S.A. Mason
Michigan
$1.47M
DWP
1224
Daymark Wealth Partners
Ohio
$1.46M
TC
1225
Truvestments Capital
Florida
$1.46M