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Palo Alto Networks

2,360 hedge funds and large institutions have $107B invested in Palo Alto Networks in 2025 Q2 according to their latest regulatory filings, with 254 funds opening new positions, 1,062 increasing their positions, 765 reducing their positions, and 102 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: 2,2392,360 (+121)

1.42% more ownership

Funds ownership: 76.88%78.3% (+1.4%)

31% less call options, than puts

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

Holders
2,360
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
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
BCM
1401
Boltwood Capital Management
California
$802K
SSWM
1402
Strait & Sound Wealth Management
California
$801K
NAS
1403
Nicolet Advisory Services
Wisconsin
$800K
LWCFA
1404
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$797K
LJCM
1405
Lee Johnson Capital Management
Texas
$796K
RBWA
1406
RFG - Bristol Wealth Advisors
Massachusetts
$796K
FFM
1407
Forum Financial Management
Illinois
$794K
1CP
1408
17 Capital Partners
Arizona
$793K
WPC
1409
Waters Parkerson & Co
Louisiana
$792K
CFD
1410
Creative Financial Designs
Indiana
$792K
OWA
1411
Outlook Wealth Advisors
Texas
$787K
SC
1412
Sierra Capital
Florida
$784K
FWM
1413
Fonville Wealth Management
Virginia
$782K
PL
1414
Plancorp LLC
Missouri
$782K
AWM
1415
Angeles Wealth Management
California
$781K
GIM
1416
Groesbeck Investment Management
New Jersey
$780K
PCH
1417
PGIM Custom Harvest
New Jersey
$778K
MCM
1418
McDonough Capital Management
Florida
$778K
LI
1419
LRI Investments
Florida
$778K
SW
1420
StrongBox Wealth
Missouri
$777K
GIP
1421
Granite Investment Partners
California
$776K
TC
1422
TownSquare Capital
Utah
$776K
BOS
1423
Bank of Stockton
California
$776K
AO
1424
Advisor OS
Illinois
$775K
Capstone Investment Advisors
1425
Capstone Investment Advisors
New York
$774K