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Palo Alto Networks

2,397 hedge funds and large institutions have $111B invested in Palo Alto Networks in 2025 Q3 according to their latest regulatory filings, with 237 funds opening new positions, 1,231 increasing their positions, 642 reducing their positions, and 136 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:

4% more capital invested

Capital invested by funds: $107B → $111B (+$4.79B)

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
2,397
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
WA
1401
WealthTrust Axiom
Pennsylvania
$953K
PSP
1402
Principal Street Partners
Tennessee
$952K
GAM
1403
Griffin Asset Management
New York
$949K
RMP
1404
Richards, Merrill & Peterson
Washington
$949K
LWA
1405
Lineweaver Wealth Advisors
Ohio
$948K
AWM
1406
Ameliora Wealth Management
Switzerland
$948K
PFA
1407
Plotkin Financial Advisors
Maryland
$948K
WMWM
1408
Whitaker-Myers Wealth Managers
Ohio
$943K
LA
1409
LM Advisors
California
$941K
AWE
1410
Avidian Wealth Enterprises
Texas
$935K
FA
1411
Fiduciary Alliance
South Carolina
$933K
KIC
1412
Kensington Investment Counsel
California
$930K
LWM
1413
LeConte Wealth Management
Tennessee
$921K
CPC
1414
Congress Park Capital
New York
$918K
APW
1415
Austin Private Wealth
Texas
$918K
PGWM
1416
Parisi Gray Wealth Management
New Jersey
$917K
BOS
1417
Bank of Stockton
California
$916K
JCM
1418
Jacobi Capital Management
Pennsylvania
$914K
AWM
1419
Arista Wealth Management
Nevada
$905K
AA
1420
Advisory Alpha
Michigan
$903K
CA
1421
CV Advisors
Florida
$903K
PWM
1422
Pines Wealth Management
North Carolina
$903K
CWM
1423
Cahaba Wealth Management
Georgia
$901K
OA
1424
Oak Associates
Ohio
$900K
HWA
1425
Heartwood Wealth Advisors
Virginia
$889K