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Palo Alto Networks

2,360 hedge funds and large institutions have $107B invested in Palo Alto Networks in 2025 Q2 according to their latest regulatory filings, with 254 funds opening new positions, 1,062 increasing their positions, 765 reducing their positions, and 102 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 in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

5% more funds holding

Funds holding: 2,2392,360 (+121)

1.42% more ownership

Funds ownership: 76.88%78.3% (+1.4%)

31% less call options, than puts

Call options by funds: $4.08B | Put options by funds: $5.88B

Holders
2,360
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.08B
Puts
$5.88B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JGUA
1676
John G. Ullman & Associates
New York
$462K
EFG
1677
Ethos Financial Group
Pennsylvania
$461K
PFS
1678
Physicians Financial Services
North Carolina
$460K
MCM
1679
Manchester Capital Management
Vermont
$458K
BIA
1680
Beacon Investment Advisors
Maryland
$458K
GS
1681
GWN Securities
Florida
$457K
KFA
1682
Kelleher Financial Advisors
New York
$457K
AF
1683
Apexium Financial
Texas
$456K
KMWM
1684
Keudell/Morrison Wealth Management
Oregon
$455K
WPWM
1685
Western Pacific Wealth Management
Illinois
$454K
LFS
1686
Legacy Financial Strategies
Kansas
$454K
CP
1687
Canopy Partners
Ohio
$449K
JSC
1688
Jackson Square Capital
California
$449K
NWM
1689
Northwest Wealth Management
Iowa
$448K
CA
1690
Calton & Associates
Florida
$447K
CCM
1691
Cloud Capital Management
Washington
$446K
PA
1692
Prossimo Advisors
California
$445K
HFS
1693
Howard Financial Services
Texas
$445K
PD
1694
Planning Directions
Pennsylvania
$444K
IPW
1695
Invictus Private Wealth
Colorado
$444K
WJWM
1696
Williams Jones Wealth Management
New York
$442K
OL
1697
Optas LLC
Texas
$442K
MEAC
1698
M.E. Allison & Co
Texas
$438K
SSWM
1699
Smith Salley Wealth Management
North Carolina
$438K
AWM
1700
Avior Wealth Management
Nebraska
$438K