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Palo Alto Networks

2,480 hedge funds and large institutions have $104B invested in Palo Alto Networks in 2025 Q4 according to their latest regulatory filings, with 289 funds opening new positions, 1,112 increasing their positions, 808 reducing their positions, and 164 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

Funds holding:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $112B → $104B (-$8.01B)

20% less funds holding in top 10

Funds holding in top 10: 7056 (-14)

27% less call options, than puts

Call options by funds: $3.4B | Put options by funds: $4.66B

Holders
2,480
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.4B
Puts
$4.66B
Net Calls
Net Calls Change

Top Sellers

1 -$857M
2 -$468M
3 -$416M
4
Jane Street
Jane Street
New York
-$397M
5
SM
SCGE Management
California
-$384M
Name Holding Trade Value Shares
Change
Change in
Stake
PL
1401
PeakShares LLC
Florida
$939K
OCA
1402
Odyssey Capital Advisors
Pennsylvania
$937K
1M
1403
1248 Management
Missouri
$934K
WWM
1404
Whalen Wealth Management
Nevada
$933K
WFA
1405
Wellspring Financial Advisors
Ohio
$931K
LFG
1406
Larson Financial Group
Missouri
$930K
FHA
1407
Flagship Harbor Advisors
Massachusetts
$928K
SS
1408
Sunbelt Securities
Texas
$927K
MIC
1409
Means Investment Company
Maine
$925K
SQA
1410
Simon Quick Advisors
New Jersey
$924K
MTIM
1411
Marathon Trading Investment Management
Pennsylvania
$921K
CPWL
1412
Coquina Private Wealth LLC
Florida
$921K
WA
1413
Westfuller Advisors
New York
$921K
TAP
1414
TSG Advice Partners
Ohio
$918K
GCS
1415
Gordian Capital (Singapore)
Singapore
$918K
CAIMH
1416
Central Asset Investments & Management Holdings
Hong Kong
$917K
BFIM
1417
Beese Fulmer Investment Management
Ohio
$917K
FMTC
1418
Farmers & Merchants Trust Company
California
$913K
FH
1419
FWG Holdings
Florida
$908K
TP
1420
Tranquility Partners
Tennessee
$908K
AWM
1421
Aprio Wealth Management
Georgia
$907K
CPBTD
1422
Central Pacific Bank - Trust Division
Hawaii
$906K
MSA
1423
Marino Stram & Associates
Massachusetts
$905K
CF
1424
Convergence Financial
Missouri
$904K
CASB
1425
Cape Ann Savings Bank
Massachusetts
$902K