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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
FFM
1451
Forum Financial Management
Illinois
$817K
AFT
1452
Alpha Family Trust
California
$817K
LFA
1453
Lauterbach Financial Advisors
Texas
$815K
GCM
1454
Graham Capital Management
Connecticut
$814K
FI
1455
Finivi Inc.
Massachusetts
$812K
GIM
1456
Groesbeck Investment Management
New Jersey
$810K
AG
1457
AmeriFlex Group
Nevada
$808K
BCM
1458
Boltwood Capital Management
California
$806K
LFG
1459
Larson Financial Group
Missouri
$803K
LJCM
1460
Lee Johnson Capital Management
Texas
$801K
EWM
1461
Elmwood Wealth Management
California
$800K
SC
1462
Syon Capital
California
$799K
SW
1463
StrongBox Wealth
Missouri
$796K
PFBT
1464
Parkside Financial Bank & Trust
Missouri
$796K
SSWM
1465
Strait & Sound Wealth Management
California
$793K
EFG
1466
Elm3 Financial Group
Georgia
$793K
VWM
1467
Valley Wealth Managers
New Jersey
$792K
BWA
1468
Bestgate Wealth Advisors
Maryland
$791K
1CP
1469
17 Capital Partners
Arizona
$789K
WPC
1470
Waters Parkerson & Co
Louisiana
$788K
LWCFA
1471
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$786K
GBWM
1472
Granite Bay Wealth Management
New Hampshire
$786K
PCH
1473
PGIM Custom Harvest
New Jersey
$786K
GIA
1474
Guyasuta Investment Advisors
Pennsylvania
$785K
AWM
1475
Angeles Wealth Management
California
$778K