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Palo Alto Networks

2,420 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, 1,245 increasing their positions, 648 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:

5% more capital invested

Capital invested by funds: $107B → $112B (+$4.9B)

21% less call options, than puts

Call options by funds: $5.2B | Put options by funds: $6.6B

22% less funds holding in top 10

Funds holding in top 10: 9171 (-20)

Holders
2,420
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
71
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 +$552M
2 +$499M
3 +$470M
4
Citadel Advisors
Citadel Advisors
Florida
+$435M
5
BlackRock
BlackRock
New York
+$332M
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1601
Orrstown Financial Services
Pennsylvania
$619K
TPW
1602
Transatlantique Private Wealth
New York
$618K
VCA
1603
Verdence Capital Advisors
Maryland
$617K
MWM
1604
Modera Wealth Management
New Jersey
$616K
BCG
1605
BayBridge Capital Group
California
$615K
CI
1606
Conning Inc
Connecticut
$613K
BWM
1607
BAM Wealth Management
Colorado
$611K
KB
1608
Kimelman & Baird
New York
$611K
CCI
1609
Credit Capital Investments
New Jersey
$611K
SM
1610
Sciencast Management
New Jersey
$608K
NG
1611
Novem Group
New York
$607K
RIA
1612
Regal Investment Advisors
Michigan
$607K
WCM
1613
Windward Capital Management
California
$606K
FHC
1614
First Horizon Corporation
Tennessee
$606K
OHWP
1615
Oak Harbor Wealth Partners
North Carolina
$604K
VWA
1616
Visionary Wealth Advisors
Illinois
$604K
DWM
1617
Drive Wealth Management
Utah
$602K
1IA
1618
1620 Investment Advisors
Massachusetts
$601K
RCM
1619
Radnor Capital Management
Pennsylvania
$601K
JIC
1620
Joel Isaacson & Co
New York
$599K
RIS
1621
Richmond Investment Services
Wisconsin
$598K
MAC
1622
Mason & Associates (California)
California
$596K
AI
1623
Atom Investors
Texas
$594K
FGA
1624
Fortis Group Advisors
New Jersey
$592K
BWS
1625
Broadway Wealth Solutions
Texas
$591K