PANW icon

Palo Alto Networks

2,417 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, 1,243 increasing their positions, 648 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 (+$4.87B)

21% less call options, than puts

Call options by funds: $5.2B | Put options by funds: $6.6B

22% less funds holding in top 10

Funds holding in top 10: 9070 (-20)

Holders
2,417
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
70
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 +$552M
2 +$499M
3 +$470M
4
Citadel Advisors
Citadel Advisors
Florida
+$435M
5
BlackRock
BlackRock
New York
+$332M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1426
Advisory Alpha
Michigan
$903K
CA
1427
CV Advisors
Florida
$903K
PWM
1428
Pines Wealth Management
North Carolina
$903K
CWM
1429
Cahaba Wealth Management
Georgia
$901K
OA
1430
Oak Associates
Ohio
$900K
HWA
1431
Heartwood Wealth Advisors
Virginia
$889K
SC
1432
SummitTX Capital
Texas
$888K
MWA
1433
Meridian Wealth Advisors
Texas
$886K
OWP
1434
Obermeyer Wealth Partners
Colorado
$881K
MCM
1435
McDonough Capital Management
Florida
$881K
ACG
1436
Allen Capital Group
Nebraska
$879K
Fayez Sarofim & Co
1437
Fayez Sarofim & Co
Texas
$878K
AO
1438
Advisor OS
Illinois
$876K
1IA
1439
1834 Investment Advisors
Wisconsin
$875K
WQ
1440
Wealth Quarterback
New Jersey
$871K
WFC
1441
Western Financial Corp
California
$863K
BP
1442
BBR Partners
New York
$860K
EFS
1443
Essex Financial Services
Connecticut
$858K
RFO
1444
RiverGlades Family Offices
Florida
$855K
LIM
1445
Leavell Investment Management
Alabama
$853K
AWM
1446
Aprio Wealth Management
Georgia
$853K
RL
1447
Rogco LP
Oklahoma
$851K
CFG
1448
Cooper Financial Group
California
$850K
FFA
1449
Founders Financial Alliance
North Carolina
$850K
IPWA
1450
International Private Wealth Advisors
California
$848K