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Palo Alto Networks

2,396 hedge funds and large institutions have $111B invested in Palo Alto Networks in 2025 Q3 according to their latest regulatory filings, with 237 funds opening new positions, 1,230 increasing their positions, 642 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:

4% more capital invested

Capital invested by funds: $107B → $111B (+$4.78B)

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
2,396
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
BOJHT
1326
Bank of Jackson Hole Trust
Wyoming
$1.14M
BCP
1327
Berkeley Capital Partners
Georgia
$1.14M
CPA
1328
Capital Planning Advisors
California
$1.14M
FCA
1329
Fortis Capital Advisors
Kansas
$1.14M
SDIC
1330
South Dakota Investment Council
South Dakota
$1.14M
CGL
1331
Clarius Group LLC
Washington
$1.13M
TSWM
1332
Triangle Securities Wealth Management
North Carolina
$1.13M
CI
1333
CX Institutional
Indiana
$1.13M
FUBT
1334
First United Bank & Trust
Maryland
$1.12M
PFW
1335
Petros Family Wealth
Minnesota
$1.12M
GDP
1336
Great Diamond Partners
Maine
$1.12M
MRI
1337
Mad River Investors
Massachusetts
$1.12M
FBC
1338
Fairfield, Bush & Co
Connecticut
$1.12M
WHG
1339
Westwood Holdings Group
Texas
$1.11M
SSWM
1340
Sheets Smith Wealth Management
North Carolina
$1.1M
FAM
1341
Formidable Asset Management
Ohio
$1.1M
RB
1342
Renasant Bank
Mississippi
$1.1M
SFG
1343
Shum Financial Group
California
$1.1M
RE
1344
Rydar Equities
Texas
$1.1M
SAM
1345
Smartleaf Asset Management
Massachusetts
$1.09M
WW
1346
Windle Wealth
Oklahoma
$1.09M
HCMT
1347
Highland Capital Management (Tennessee)
Tennessee
$1.09M
ICP
1348
Interchange Capital Partners
Pennsylvania
$1.09M
BWP
1349
Balboa Wealth Partners
Arizona
$1.08M
Parallax Volatility Advisers
1350
Parallax Volatility Advisers
California
$1.08M