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Palo Alto Networks

2,404 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, 1,234 increasing their positions, 645 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:

4% more capital invested

Capital invested by funds: $107B → $112B (+$4.8B)

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
2,404
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
RWMG
1676
Redwood Wealth Management Group
New Jersey
$520K
HIM
1677
Hanlon Investment Management
New Jersey
$519K
LPAM
1678
Lodestar Private Asset Management
California
$519K
ABC
1679
Associated Banc-Corp
Wisconsin
$516K
ML
1680
McAdam LLC
Pennsylvania
$515K
SWRP
1681
Summit Wealth & Retirement Planning
California
$515K
IHL
1682
Investment House LLC
California
$513K
CA
1683
Calton & Associates
Florida
$511K
AAM
1684
Aureus Asset Management
Massachusetts
$509K
SG
1685
StoneX Group
New York
$508K
AWM
1686
Avior Wealth Management
Nebraska
$508K
IA
1687
Integrity Alliance
Iowa
$506K
VP
1688
Verum Partners
North Carolina
$504K
DWA
1689
Douglass Winthrop Advisors
New York
$504K
AGWCA
1690
Annis Gardner Whiting Capital Advisors
Florida
$500K
AF
1691
Apexium Financial
Texas
$499K
IF
1692
Intrua Financial
Texas
$498K
RAS
1693
RPS Advisory Solutions
Kentucky
$496K
WC
1694
Wexford Capital
Florida
$496K
SFG
1695
Sterling Financial Group
California
$494K
IRAG
1696
Investment Research & Advisory Group
Georgia
$494K
FMWA
1697
Forvis Mazars Wealth Advisors
Missouri
$494K
TNA
1698
True North Advisors
Texas
$491K
LFS
1699
Legacy Financial Strategies
Kansas
$491K
TA
1700
Tactive Advisors
Florida
$490K