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Palo Alto Networks

2,398 hedge funds and large institutions have $111B invested in Palo Alto Networks in 2025 Q3 according to their latest regulatory filings, with 237 funds opening new positions, 1,231 increasing their positions, 643 reducing their positions, and 136 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 → $111B (+$4.79B)

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
2,398
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
KCP
1651
Kera Capital Partners
California
$552K
KP
1652
Keel Point
Alabama
$548K
DWM
1653
Dynasty Wealth Management
Florida
$547K
TCWA
1654
Turtle Creek Wealth Advisors
Texas
$543K
KIA
1655
KCM Investment Advisors
California
$541K
EL
1656
EWA LLC
Pennsylvania
$540K
RFS
1657
Richardson Financial Services
Massachusetts
$540K
SWMP
1658
Signature Wealth Management Partners
New Jersey
$538K
SW
1659
SlateStone Wealth
Florida
$537K
PCM
1660
Polymer Capital Management
New York
$537K
VFA
1661
Values First Advisors
Tennessee
$531K
NCM
1662
Nelson Capital Management
California
$529K
SC
1663
Saturna Capital
Washington
$526K
DIM
1664
DLK Investment Management
California
$525K
ET
1665
Equitable Trust
Tennessee
$525K
SGK
1666
Steigerwald Gordon & Koch
Virginia
$524K
CM
1667
Capula Management
Cayman Islands
$524K
CFSG
1668
Clark Financial Services Group
Missouri
$523K
FDS
1669
First Dallas Securities
Texas
$521K
TWM
1670
Trueblood Wealth Management
Ohio
$521K
CIC
1671
Carnegie Investment Counsel
Ohio
$520K
RWMG
1672
Redwood Wealth Management Group
New Jersey
$520K
HIM
1673
Hanlon Investment Management
New Jersey
$519K
LPAM
1674
Lodestar Private Asset Management
California
$519K
ABC
1675
Associated Banc-Corp
Wisconsin
$516K