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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
PD
1751
Planning Directions
Pennsylvania
$442K
IPW
1752
Invictus Private Wealth
Colorado
$442K
TL
1753
Tradewinds LLC
North Carolina
$440K
WJWM
1754
Williams Jones Wealth Management
New York
$439K
SC
1755
SouthState Corp
Florida
$439K
TC
1756
Trilogy Capital
California
$437K
BTW
1757
Boston Trust Walden
Massachusetts
$436K
MEAC
1758
M.E. Allison & Co
Texas
$436K
WCAMG
1759
Woodard & Company Asset Management Group
North Carolina
$435K
MWM
1760
Mindset Wealth Management
Indiana
$434K
KA
1761
Klingman & Associates
New York
$434K
PWG
1762
Portside Wealth Group
Utah
$431K
ANTB
1763
AMG National Trust Bank
Colorado
$430K
LIA
1764
LBMC Investment Advisors
Tennessee
$429K
PFA
1765
Pure Financial Advisors
California
$429K
CIG
1766
Cascade Investment Group
Colorado
$429K
WGC
1767
Watts Gwilliam & Co
Arizona
$428K
TWM
1768
TCFG Wealth Management
California
$425K
FAM
1769
Flaharty Asset Management
Florida
$425K
JGUA
1770
John G. Ullman & Associates
New York
$424K
AF
1771
Atala Financial
California
$422K
OL
1772
one8zero8 LLC
North Carolina
$420K
HCA
1773
Heck Capital Advisors
Wisconsin
$420K
RI
1774
Rinkey Investments
California
$419K
ZIG
1775
Zullo Investment Group
Pennsylvania
$418K