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Palo Alto Networks

2,491 hedge funds and large institutions have $104B invested in Palo Alto Networks in 2025 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 1,115 increasing their positions, 811 reducing their positions, and 165 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 (-$8.36B)

21% less funds holding in top 10

Funds holding in top 10: 7156 (-15)

27% less call options, than puts

Call options by funds: $3.4B | Put options by funds: $4.68B

Holders
2,491
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
$4.68B
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
PWP
1576
Perfromance Wealth Partners
Illinois
$641K
HCM
1577
Howland Capital Management
Massachusetts
$637K
OWMIAS
1578
One Wealth Management Investment & Advisory Services
Florida
$637K
CI
1579
Conning Inc
Connecticut
$636K
PFW
1580
Petros Family Wealth
Minnesota
$634K
AWM
1581
Arista Wealth Management
Nevada
$632K
GSC
1582
G&S Capital
Colorado
$630K
BCA
1583
Bay Colony Advisors
Massachusetts
$629K
EPIME
1584
Evelyn Partners Investment Management (Europe)
$629K
WDA
1585
Wendell David Associates
New Hampshire
$629K
KDA
1586
Kraft Davis & Associates
Missouri
$626K
TFA
1587
Trinity Financial Advisors
Ohio
$624K
S
1588
Steadtrust
Texas
$624K
WCM
1589
WealthBridge Capital Management
Ohio
$623K
OCM
1590
One Capital Management
California
$619K
DIM
1591
Delta Investment Management
California
$618K
PP
1592
PDS Planning
Ohio
$617K
LAM
1593
L2 Asset Management
Massachusetts
$616K
ECA
1594
Elevated Capital Advisors
Utah
$615K
FWP
1595
Forefront Wealth Partners
Texas
$615K
LCM
1596
Leisure Capital Management
California
$615K
CPA
1597
Capital Performance Advisors
California
$615K
IPAM
1598
Investment Partners Asset Management
New Jersey
$613K
CWA
1599
Cura Wealth Advisors
Illinois
$613K
CAM
1600
Costello Asset Management
Pennsylvania
$611K