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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
CM
1676
Capula Management
Cayman Islands
$524K
CFSG
1677
Clark Financial Services Group
Missouri
$523K
FDS
1678
First Dallas Securities
Texas
$521K
TWM
1679
Trueblood Wealth Management
Ohio
$521K
CIC
1680
Carnegie Investment Counsel
Ohio
$520K
RWMG
1681
Redwood Wealth Management Group
New Jersey
$520K
HIM
1682
Hanlon Investment Management
New Jersey
$519K
LPAM
1683
Lodestar Private Asset Management
California
$519K
ABC
1684
Associated Banc-Corp
Wisconsin
$516K
ML
1685
McAdam LLC
Pennsylvania
$515K
SWRP
1686
Summit Wealth & Retirement Planning
California
$515K
IHL
1687
Investment House LLC
California
$513K
CA
1688
Calton & Associates
Florida
$511K
AAM
1689
Aureus Asset Management
Massachusetts
$509K
SG
1690
StoneX Group
New York
$508K
AWM
1691
Avior Wealth Management
Nebraska
$508K
IA
1692
Integrity Alliance
Iowa
$506K
VP
1693
Verum Partners
North Carolina
$504K
DWA
1694
Douglass Winthrop Advisors
New York
$504K
AGWCA
1695
Annis Gardner Whiting Capital Advisors
Florida
$500K
AF
1696
Apexium Financial
Texas
$499K
IF
1697
Intrua Financial
Texas
$498K
RAS
1698
RPS Advisory Solutions
Kentucky
$496K
WC
1699
Wexford Capital
Florida
$496K
SFG
1700
Sterling Financial Group
California
$494K