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Palo Alto Networks

2,491 hedge funds and large institutions have $104B invested in Palo Alto Networks in 2025 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 1,115 increasing their positions, 811 reducing their positions, and 165 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 (-$8.36B)

21% less funds holding in top 10

Funds holding in top 10: 7156 (-15)

27% less call options, than puts

Call options by funds: $3.4B | Put options by funds: $4.68B

Holders
2,491
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
$4.68B
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
NSIM
1401
North Star Investment Management
Illinois
$945K
TWP
1402
Triad Wealth Partners
Kansas
$943K
CIM
1403
CIM Investment Management
Pennsylvania
$941K
PL
1404
PeakShares LLC
Florida
$939K
OCA
1405
Odyssey Capital Advisors
Pennsylvania
$937K
1M
1406
1248 Management
Missouri
$934K
WWM
1407
Whalen Wealth Management
Nevada
$933K
WFA
1408
Wellspring Financial Advisors
Ohio
$931K
LFG
1409
Larson Financial Group
Missouri
$930K
FHA
1410
Flagship Harbor Advisors
Massachusetts
$928K
SS
1411
Sunbelt Securities
Texas
$927K
MIC
1412
Means Investment Company
Maine
$925K
SQA
1413
Simon Quick Advisors
New Jersey
$924K
RRA
1414
Red Reef Advisors
Florida
$923K
MTIM
1415
Marathon Trading Investment Management
Pennsylvania
$921K
CPWL
1416
Coquina Private Wealth LLC
Florida
$921K
WA
1417
Westfuller Advisors
New York
$921K
TAP
1418
TSG Advice Partners
Ohio
$918K
GCS
1419
Gordian Capital (Singapore)
Singapore
$918K
CAIMH
1420
Central Asset Investments & Management Holdings
Hong Kong
$917K
BFIM
1421
Beese Fulmer Investment Management
Ohio
$917K
FMTC
1422
Farmers & Merchants Trust Company
California
$913K
FH
1423
FWG Holdings
Florida
$908K
TP
1424
Tranquility Partners
Tennessee
$908K
AWM
1425
Aprio Wealth Management
Georgia
$907K