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Palo Alto Networks

2,349 hedge funds and large institutions have $106B invested in Palo Alto Networks in 2025 Q2 according to their latest regulatory filings, with 254 funds opening new positions, 1,056 increasing their positions, 763 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

5% more funds holding

Funds holding: 2,2282,349 (+121)

1.39% more ownership

Funds ownership: 76.7%78.09% (+1.4%)

31% less call options, than puts

Call options by funds: $4.08B | Put options by funds: $5.88B

Holders
2,349
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
89
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.08B
Puts
$5.88B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1351
Heartwood Wealth Advisors
Virginia
$893K
BOJHT
1352
Bank of Jackson Hole Trust
Wyoming
$892K
CPC
1353
Congress Park Capital
New York
$889K
DWP
1354
Daymark Wealth Partners
Ohio
$889K
BFIC
1355
Bedell Frazier Investment Counselling
California
$883K
GAA
1356
Green Alpha Advisors
Colorado
$883K
GGS
1357
Galvin Gaustad & Stein
Arizona
$880K
AC
1358
AXQ Capital
New Jersey
$879K
1IA
1359
1834 Investment Advisors
Wisconsin
$879K
CWM
1360
Cahaba Wealth Management
Georgia
$877K
RE
1361
Rydar Equities
Texas
$876K
AWM
1362
Ameliora Wealth Management
Switzerland
$875K
ACG
1363
Allen Capital Group
Nebraska
$874K
Fayez Sarofim & Co
1364
Fayez Sarofim & Co
Texas
$872K
DDPIC
1365
Deroy & Devereaux Private Investment Counsel
Michigan
$871K
WWM
1366
Whalen Wealth Management
Nevada
$870K
SJIM
1367
St. Johns Investment Management
Florida
$867K
AWE
1368
Avidian Wealth Enterprises
Texas
$865K
FAM
1369
Formidable Asset Management
Ohio
$865K
JCM
1370
Jacobi Capital Management
Pennsylvania
$863K
APP
1371
Avantax Planning Partners
Iowa
$862K
BP
1372
BBR Partners
New York
$861K
RFO
1373
RiverGlades Family Offices
Florida
$859K
RL
1374
Rogco LP
Oklahoma
$855K
RWB
1375
RMR Wealth Builders
New Jersey
$854K