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Palo Alto Networks

2,398 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, 643 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
2,398
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
SC
1426
SummitTX Capital
Texas
$888K
MWA
1427
Meridian Wealth Advisors
Texas
$886K
OWP
1428
Obermeyer Wealth Partners
Colorado
$881K
MCM
1429
McDonough Capital Management
Florida
$881K
ACG
1430
Allen Capital Group
Nebraska
$879K
Fayez Sarofim & Co
1431
Fayez Sarofim & Co
Texas
$878K
AO
1432
Advisor OS
Illinois
$876K
1IA
1433
1834 Investment Advisors
Wisconsin
$875K
WQ
1434
Wealth Quarterback
New Jersey
$871K
WFC
1435
Western Financial Corp
California
$863K
BP
1436
BBR Partners
New York
$860K
EFS
1437
Essex Financial Services
Connecticut
$858K
RFO
1438
RiverGlades Family Offices
Florida
$855K
LIM
1439
Leavell Investment Management
Alabama
$853K
AWM
1440
Aprio Wealth Management
Georgia
$853K
RL
1441
Rogco LP
Oklahoma
$851K
CFG
1442
Cooper Financial Group
California
$850K
FFA
1443
Founders Financial Alliance
North Carolina
$850K
IPWA
1444
International Private Wealth Advisors
California
$848K
GAA
1445
Green Alpha Advisors
Colorado
$843K
TPCW
1446
TD Private Client Wealth
New York
$828K
BWP
1447
BSW Wealth Partners
Colorado
$826K
WDC
1448
Woodward Diversified Capital
California
$822K
SRA
1449
Secured Retirement Advisors
Minnesota
$820K
AC
1450
AlphaCore Capital
California
$818K