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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
WIM
1751
Westside Investment Management
California
$454K
CA
1752
Crewe Advisors
Utah
$453K
WPWM
1753
Western Pacific Wealth Management
Illinois
$452K
DQRIM
1754
Dale Q Rice Investment Management
Washington
$452K
BA
1755
Bristlecone Advisors
Washington
$450K
WWA
1756
Wisconsin Wealth Advisors
Wisconsin
$449K
LWL
1757
Leo Wealth LLC
Texas
$444K
CCMG
1758
Clark Capital Management Group
Pennsylvania
$442K
PD
1759
Planning Directions
Pennsylvania
$442K
IPW
1760
Invictus Private Wealth
Colorado
$442K
TL
1761
Tradewinds LLC
North Carolina
$440K
WJWM
1762
Williams Jones Wealth Management
New York
$439K
SC
1763
SouthState Corp
Florida
$439K
TC
1764
Trilogy Capital
California
$437K
BTW
1765
Boston Trust Walden
Massachusetts
$436K
MEAC
1766
M.E. Allison & Co
Texas
$436K
WCAMG
1767
Woodard & Company Asset Management Group
North Carolina
$435K
MWM
1768
Mindset Wealth Management
Indiana
$434K
KA
1769
Klingman & Associates
New York
$434K
PWG
1770
Portside Wealth Group
Utah
$431K
ANTB
1771
AMG National Trust Bank
Colorado
$430K
LIA
1772
LBMC Investment Advisors
Tennessee
$429K
PFA
1773
Pure Financial Advisors
California
$429K
CIG
1774
Cascade Investment Group
Colorado
$429K
WGC
1775
Watts Gwilliam & Co
Arizona
$428K