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Palo Alto Networks

2,480 hedge funds and large institutions have $104B invested in Palo Alto Networks in 2025 Q4 according to their latest regulatory filings, with 289 funds opening new positions, 1,112 increasing their positions, 808 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $112B → $104B (-$8.01B)

20% less funds holding in top 10

Funds holding in top 10: 7056 (-14)

27% less call options, than puts

Call options by funds: $3.4B | Put options by funds: $4.66B

Holders
2,480
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.4B
Puts
$4.66B
Net Calls
Net Calls Change

Top Sellers

1 -$857M
2 -$468M
3 -$416M
4
Jane Street
Jane Street
New York
-$397M
5
SM
SCGE Management
California
-$384M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
1451
Alteri Wealth
California
$846K
CHAM
1452
Clear Harbor Asset Management
Connecticut
$845K
PW
1453
Paladin Wealth
Minnesota
$843K
CPC
1454
Congress Park Capital
New York
$839K
TPCW
1455
TD Private Client Wealth
New York
$837K
HSA
1456
HBK Sorce Advisory
Pennsylvania
$835K
SCI
1457
Stableford Capital II
Arizona
$835K
PGWM
1458
Parisi Gray Wealth Management
New Jersey
$832K
SA
1459
Sovran Advisors
California
$831K
CCM
1460
Capstone Capital Management
$828K
PWM
1461
Pines Wealth Management
North Carolina
$825K
PSP
1462
Principal Street Partners
Tennessee
$824K
TCA
1463
Transcend Capital Advisors
New Jersey
$823K
RA
1464
Rational Advisors
New York
$822K
BCM
1465
Boreal Capital Management
Florida
$819K
MCM
1466
McDonough Capital Management
Florida
$815K
SIA
1467
Soltis Investment Advisors
Utah
$814K
OA
1468
Oak Associates
Ohio
$814K
CWM
1469
Cahaba Wealth Management
Georgia
$813K
LFA
1470
Legacy Financial Advisors
Kentucky
$809K
EFS
1471
Essex Financial Services
Connecticut
$806K
IA
1472
Integrity Alliance
Iowa
$803K
1IA
1473
1834 Investment Advisors
Wisconsin
$791K
LI
1474
Lafayette Investments
Maryland
$789K
FFA
1475
Founders Financial Alliance
North Carolina
$788K