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Palo Alto Networks

2,398 hedge funds and large institutions have $111B invested in Palo Alto Networks in 2025 Q3 according to their latest regulatory filings, with 237 funds opening new positions, 1,231 increasing their positions, 643 reducing their positions, and 136 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 → $111B (+$4.79B)

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
2,398
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
JWM
1701
Jessup Wealth Management
Ohio
$487K
ECA
1702
Elevated Capital Advisors
Utah
$487K
OIA
1703
Optimum Investment Advisors
Illinois
$487K
APA
1704
Astoria Portfolio Advisors
New York
$484K
CWM
1705
Cornerstone Wealth Management
Missouri
$482K
TAM
1706
Titleist Asset Management
Texas
$482K
MA
1707
MBA Advisors
Pennsylvania
$482K
CP
1708
Canopy Partners
Ohio
$482K
PFS
1709
Physicians Financial Services
North Carolina
$479K
KFA
1710
Kelleher Financial Advisors
New York
$478K
MIA
1711
MeadowBrook Investment Advisors
Michigan
$478K
OP
1712
ORG Partners
Indiana
$477K
FWP
1713
FAS Wealth Partners
Kansas
$476K
BFG
1714
Bouchey Financial Group
New York
$476K
PWMAG
1715
Pinnacle Wealth Management Advisory Group
New Jersey
$475K
PGCM
1716
Prescott Group Capital Management
Oklahoma
$474K
GKFF
1717
George Kaiser Family Foundation
Oklahoma
$474K
BFC
1718
Blue Fin Capital
Rhode Island
$473K
RWA
1719
Rooted Wealth Advisors
Illinois
$471K
AA
1720
Ancora Advisors
Ohio
$471K
CFC
1721
Coyle Financial Counsel
Illinois
$470K
CFP
1722
Catalyst Financial Partners
Massachusetts
$468K
AWP
1723
Astra Wealth Partners
New Jersey
$467K
AWA
1724
A4 Wealth Advisors
North Carolina
$467K
SLWA
1725
San Luis Wealth Advisors
California
$467K