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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, 1,234 increasing their positions, 645 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:

4% more capital invested

Capital invested by funds: $107B → $112B (+$4.8B)

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
TFA
1576
Trinity Financial Advisors
Ohio
$644K
ADL
1577
Asset Dedication LLC
California
$641K
BOM
1578
Bank of Marin
California
$638K
PWM
1579
Palacios Wealth Management
Florida
$636K
UWP
1580
Uniting Wealth Partners
Kansas
$636K
TA
1581
TFB Advisors
Kansas
$635K
RRA
1582
Round Rock Advisors
Connecticut
$634K
WFI
1583
West Family Investments
California
$634K
BCM
1584
Bayesian Capital Management
New York
$634K
KWMG
1585
King Wealth Management Group
Florida
$634K
LAM
1586
L2 Asset Management
Massachusetts
$633K
CNBT
1587
Canandaigua National Bank & Trust
New York
$633K
JF
1588
JSF Financial
California
$631K
CWG
1589
Crown Wealth Group
North Carolina
$630K
RIP
1590
Reliant Investment Partners
North Carolina
$629K
EWP
1591
Elevation Wealth Partners
California
$629K
5W
1592
5T Wealth
California
$628K
EA
1593
Everpar Advisors
Oklahoma
$624K
SIMG
1594
Sonora Investment Management Group
Arizona
$620K
MA
1595
MONECO Advisors
Connecticut
$619K
OFS
1596
Orrstown Financial Services
Pennsylvania
$619K
TPW
1597
Transatlantique Private Wealth
New York
$618K
VCA
1598
Verdence Capital Advisors
Maryland
$617K
MWM
1599
Modera Wealth Management
New Jersey
$616K
BCG
1600
BayBridge Capital Group
California
$615K