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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
RMP
1376
Richards, Merrill & Peterson
Washington
$853K
MWA
1377
Meridian Wealth Advisors
Texas
$850K
USCWA
1378
U.S. Capital Wealth Advisors
Texas
$849K
GC
1379
Grange Capital
Oregon
$847K
BFF
1380
Byrne Financial Freedom
Massachusetts
$845K
EFG
1381
Elm3 Financial Group
Georgia
$839K
ICP
1382
Interchange Capital Partners
Pennsylvania
$838K
FUBT
1383
First United Bank & Trust
Maryland
$837K
HI
1384
Harbour Investments
Wisconsin
$833K
1W
1385
1776 Wealth
Georgia
$829K
FWIA
1386
Fort Washington Investment Advisors
Ohio
$826K
LFA
1387
Lauterbach Financial Advisors
Texas
$819K
PFW
1388
Petros Family Wealth
Minnesota
$819K
WA
1389
Wealthstar Advisors
Texas
$817K
FH
1390
FWG Holdings
Florida
$817K
ITIM
1391
Indiana Trust & Investment Management
Indiana
$817K
BPC
1392
Bryce Point Capital
New York
$806K
CWP
1393
Capital Wealth Planning
Florida
$805K
BCM
1394
Boltwood Capital Management
California
$802K
SSWM
1395
Strait & Sound Wealth Management
California
$801K
NAS
1396
Nicolet Advisory Services
Wisconsin
$800K
LWCFA
1397
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$797K
LJCM
1398
Lee Johnson Capital Management
Texas
$796K
RBWA
1399
RFG - Bristol Wealth Advisors
Massachusetts
$796K
FFM
1400
Forum Financial Management
Illinois
$794K