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Palo Alto Networks

2,404 hedge funds and large institutions have $112B invested in Palo Alto Networks in 2025 Q3 according to their latest regulatory filings, with 237 funds opening new positions, 1,235 increasing their positions, 644 reducing their positions, and 137 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:

5% more capital invested

Capital invested by funds: $107B → $112B (+$4.81B)

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
2,404
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
SMA
1401
Sage Mountain Advisors
Georgia
$956K
CFD
1402
Creative Financial Designs
Indiana
$954K
SJIM
1403
St. Johns Investment Management
Florida
$953K
WA
1404
WealthTrust Axiom
Pennsylvania
$953K
PSP
1405
Principal Street Partners
Tennessee
$952K
GAM
1406
Griffin Asset Management
New York
$949K
RMP
1407
Richards, Merrill & Peterson
Washington
$949K
LWA
1408
Lineweaver Wealth Advisors
Ohio
$948K
AWM
1409
Ameliora Wealth Management
Switzerland
$948K
PFA
1410
Plotkin Financial Advisors
Maryland
$948K
WMWM
1411
Whitaker-Myers Wealth Managers
Ohio
$943K
LA
1412
LM Advisors
California
$941K
AWE
1413
Avidian Wealth Enterprises
Texas
$935K
FA
1414
Fiduciary Alliance
South Carolina
$933K
KIC
1415
Kensington Investment Counsel
California
$930K
LWM
1416
LeConte Wealth Management
Tennessee
$921K
CPC
1417
Congress Park Capital
New York
$918K
APW
1418
Austin Private Wealth
Texas
$918K
PGWM
1419
Parisi Gray Wealth Management
New Jersey
$917K
BOS
1420
Bank of Stockton
California
$916K
JCM
1421
Jacobi Capital Management
Pennsylvania
$914K
AWM
1422
Arista Wealth Management
Nevada
$905K
AA
1423
Advisory Alpha
Michigan
$903K
CA
1424
CV Advisors
Florida
$903K
PWM
1425
Pines Wealth Management
North Carolina
$903K