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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
CWM
1426
Cahaba Wealth Management
Georgia
$901K
OA
1427
Oak Associates
Ohio
$900K
HWA
1428
Heartwood Wealth Advisors
Virginia
$889K
SC
1429
SummitTX Capital
Texas
$888K
MWA
1430
Meridian Wealth Advisors
Texas
$886K
OWP
1431
Obermeyer Wealth Partners
Colorado
$881K
MCM
1432
McDonough Capital Management
Florida
$881K
ACG
1433
Allen Capital Group
Nebraska
$879K
Fayez Sarofim & Co
1434
Fayez Sarofim & Co
Texas
$878K
AO
1435
Advisor OS
Illinois
$876K
1IA
1436
1834 Investment Advisors
Wisconsin
$875K
WQ
1437
Wealth Quarterback
New Jersey
$871K
WFC
1438
Western Financial Corp
California
$863K
BP
1439
BBR Partners
New York
$860K
EFS
1440
Essex Financial Services
Connecticut
$858K
RFO
1441
RiverGlades Family Offices
Florida
$855K
LIM
1442
Leavell Investment Management
Alabama
$853K
AWM
1443
Aprio Wealth Management
Georgia
$853K
RL
1444
Rogco LP
Oklahoma
$851K
CFG
1445
Cooper Financial Group
California
$850K
FFA
1446
Founders Financial Alliance
North Carolina
$850K
IPWA
1447
International Private Wealth Advisors
California
$848K
GAA
1448
Green Alpha Advisors
Colorado
$843K
TPCW
1449
TD Private Client Wealth
New York
$828K
BWP
1450
BSW Wealth Partners
Colorado
$826K