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Palo Alto Networks

2,417 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, 1,243 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 (+$4.87B)

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: 9070 (-20)

Holders
2,417
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
70
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
TWM
1676
Trueblood Wealth Management
Ohio
$521K
FDS
1677
First Dallas Securities
Texas
$521K
CIC
1678
Carnegie Investment Counsel
Ohio
$520K
RWMG
1679
Redwood Wealth Management Group
New Jersey
$520K
HIM
1680
Hanlon Investment Management
New Jersey
$519K
LPAM
1681
Lodestar Private Asset Management
California
$519K
ABC
1682
Associated Banc-Corp
Wisconsin
$516K
ML
1683
McAdam LLC
Pennsylvania
$515K
SWRP
1684
Summit Wealth & Retirement Planning
California
$515K
IHL
1685
Investment House LLC
California
$513K
CA
1686
Calton & Associates
Florida
$511K
AAM
1687
Aureus Asset Management
Massachusetts
$509K
SG
1688
StoneX Group
New York
$508K
AWM
1689
Avior Wealth Management
Nebraska
$508K
IA
1690
Integrity Alliance
Iowa
$506K
VP
1691
Verum Partners
North Carolina
$504K
DWA
1692
Douglass Winthrop Advisors
New York
$504K
AGWCA
1693
Annis Gardner Whiting Capital Advisors
Florida
$500K
AF
1694
Apexium Financial
Texas
$499K
IF
1695
Intrua Financial
Texas
$498K
RAS
1696
RPS Advisory Solutions
Kentucky
$496K
WC
1697
Wexford Capital
Florida
$496K
SFG
1698
Sterling Financial Group
California
$494K
IRAG
1699
Investment Research & Advisory Group
Georgia
$494K
FMWA
1700
Forvis Mazars Wealth Advisors
Missouri
$494K