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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
KP
1676
Keel Point
Alabama
$527K
TSMHT
1677
Thurston Springer Miller Herd & Titak
Indiana
$525K
VCM
1678
Violich Capital Management
California
$525K
PCM
1679
Pincus Capital Management
New York
$525K
DWM
1680
Drive Wealth Management
Utah
$524K
OL
1681
Optas LLC
Texas
$521K
BWA
1682
BlueChip Wealth Advisors
Georgia
$517K
RFP
1683
Root Financial Partners
California
$516K
JF
1684
JSF Financial
California
$516K
RIA
1685
Regal Investment Advisors
Michigan
$515K
TWM
1686
Trueblood Wealth Management
Ohio
$514K
MA
1687
MJP Associates
Connecticut
$514K
PWM
1688
Palacios Wealth Management
Florida
$513K
FCT
1689
First Community Trust
Iowa
$512K
LOWM
1690
Laurel Oak Wealth Management
New Jersey
$512K
RFS
1691
Richardson Financial Services
Massachusetts
$511K
NGA
1692
Naples Global Advisors
Florida
$509K
KNW
1693
Kesler Norman & Wride
Utah
$509K
WIM
1694
Westside Investment Management
California
$507K
WA
1695
Wealthstar Advisors
Texas
$507K
SWP
1696
Semus Wealth Partners
Florida
$507K
AGP
1697
Autumn Glory Partners
Texas
$506K
VCA
1698
Verdence Capital Advisors
Maryland
$504K
EWP
1699
Elevation Wealth Partners
California
$504K
PSCM
1700
Per Stirling Capital Management
Texas
$504K