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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, 1,235 increasing their positions, 644 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 (+$4.81B)

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
AWMT
1326
AAFMAA Wealth Management & Trust
North Carolina
$1.17M
XT
1327
XTX Topco
Cayman Islands
$1.17M
SOAMC
1328
Spirit of America Management Corp
New York
$1.15M
GFPC
1329
Global Financial Private Client
Florida
$1.15M
BOJHT
1330
Bank of Jackson Hole Trust
Wyoming
$1.14M
BCP
1331
Berkeley Capital Partners
Georgia
$1.14M
CPA
1332
Capital Planning Advisors
California
$1.14M
FCA
1333
Fortis Capital Advisors
Kansas
$1.14M
SDIC
1334
South Dakota Investment Council
South Dakota
$1.14M
CGL
1335
Clarius Group LLC
Washington
$1.13M
TSWM
1336
Triangle Securities Wealth Management
North Carolina
$1.13M
CI
1337
CX Institutional
Indiana
$1.13M
FUBT
1338
First United Bank & Trust
Maryland
$1.12M
PFW
1339
Petros Family Wealth
Minnesota
$1.12M
GDP
1340
Great Diamond Partners
Maine
$1.12M
MRI
1341
Mad River Investors
Massachusetts
$1.12M
FBC
1342
Fairfield, Bush & Co
Connecticut
$1.12M
WHG
1343
Westwood Holdings Group
Texas
$1.11M
SSWM
1344
Sheets Smith Wealth Management
North Carolina
$1.1M
FAM
1345
Formidable Asset Management
Ohio
$1.1M
RB
1346
Renasant Bank
Mississippi
$1.1M
SFG
1347
Shum Financial Group
California
$1.1M
RE
1348
Rydar Equities
Texas
$1.1M
SAM
1349
Smartleaf Asset Management
Massachusetts
$1.09M
WW
1350
Windle Wealth
Oklahoma
$1.09M