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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
LAM
1226
LOM Asset Management
$1.47M
ARG
1227
Advisory Resource Group
Oklahoma
$1.47M
KWA
1228
Kingswood Wealth Advisors
California
$1.47M
SAM
1229
S.A. Mason
Michigan
$1.47M
DWP
1230
Daymark Wealth Partners
Ohio
$1.46M
TC
1231
Truvestments Capital
Florida
$1.46M
EWA
1232
Exencial Wealth Advisors
Oklahoma
$1.46M
HIA
1233
Harbor Investment Advisory
Maryland
$1.45M
GA
1234
GFS Advisors
Texas
$1.45M
TPWA
1235
TRUE Private Wealth Advisors
Oregon
$1.45M
CPIG
1236
Chicago Partners Investment Group
Illinois
$1.44M
RCG
1237
Regatta Capital Group
California
$1.44M
TCM
1238
Tandem Capital Management
New Jersey
$1.43M
NG
1239
Norden Group
Utah
$1.43M
NL
1240
Navalign LLC
California
$1.43M
SWA
1241
SOA Wealth Advisors
New York
$1.43M
GCS
1242
Gordian Capital (Singapore)
Singapore
$1.43M
V
1243
ViaWealth
Kansas
$1.43M
BCM
1244
Barden Capital Management
Texas
$1.42M
GPWM
1245
Grant Private Wealth Management
California
$1.42M
KF
1246
Krilogy Financial
Missouri
$1.42M
AA
1247
Apriem Advisors
California
$1.41M
PCM
1248
Parsons Capital Management
Rhode Island
$1.41M
NSAM
1249
North Star Asset Management
Wisconsin
$1.41M
ET
1250
Entropy Technologies
New York
$1.4M