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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
PFW
1576
Petros Family Wealth
Minnesota
$634K
AWM
1577
Arista Wealth Management
Nevada
$632K
GSC
1578
G&S Capital
Colorado
$630K
BCA
1579
Bay Colony Advisors
Massachusetts
$629K
EPIME
1580
Evelyn Partners Investment Management (Europe)
$629K
WDA
1581
Wendell David Associates
New Hampshire
$629K
KDA
1582
Kraft Davis & Associates
Missouri
$626K
TFA
1583
Trinity Financial Advisors
Ohio
$624K
S
1584
Steadtrust
Texas
$624K
WCM
1585
WealthBridge Capital Management
Ohio
$623K
OCM
1586
One Capital Management
California
$619K
DIM
1587
Delta Investment Management
California
$618K
PP
1588
PDS Planning
Ohio
$617K
LAM
1589
L2 Asset Management
Massachusetts
$616K
ECA
1590
Elevated Capital Advisors
Utah
$615K
FWP
1591
Forefront Wealth Partners
Texas
$615K
LCM
1592
Leisure Capital Management
California
$615K
CPA
1593
Capital Performance Advisors
California
$615K
IPAM
1594
Investment Partners Asset Management
New Jersey
$613K
CWA
1595
Cura Wealth Advisors
Illinois
$613K
CAM
1596
Costello Asset Management
Pennsylvania
$611K
WMA
1597
West Michigan Advisors
Michigan
$610K
TA
1598
TKG Advisors
Indiana
$609K
RBWA
1599
RFG - Bristol Wealth Advisors
Massachusetts
$608K
TAM
1600
Titleist Asset Management
Texas
$607K