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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
OAM
1751
Occidental Asset Management
California
$455K
FSC
1752
Full Sail Capital
Oklahoma
$455K
WIM
1753
Westside Investment Management
California
$454K
CA
1754
Crewe Advisors
Utah
$453K
WPWM
1755
Western Pacific Wealth Management
Illinois
$452K
DQRIM
1756
Dale Q Rice Investment Management
Washington
$452K
BA
1757
Bristlecone Advisors
Washington
$450K
WWA
1758
Wisconsin Wealth Advisors
Wisconsin
$449K
LWL
1759
Leo Wealth LLC
Texas
$444K
CCMG
1760
Clark Capital Management Group
Pennsylvania
$442K
PD
1761
Planning Directions
Pennsylvania
$442K
IPW
1762
Invictus Private Wealth
Colorado
$442K
TL
1763
Tradewinds LLC
North Carolina
$440K
WJWM
1764
Williams Jones Wealth Management
New York
$439K
SC
1765
SouthState Corp
Florida
$439K
TC
1766
Trilogy Capital
California
$437K
BTW
1767
Boston Trust Walden
Massachusetts
$436K
MEAC
1768
M.E. Allison & Co
Texas
$436K
WCAMG
1769
Woodard & Company Asset Management Group
North Carolina
$435K
MWM
1770
Mindset Wealth Management
Indiana
$434K
KA
1771
Klingman & Associates
New York
$434K
PWG
1772
Portside Wealth Group
Utah
$431K
ANTB
1773
AMG National Trust Bank
Colorado
$430K
LIA
1774
LBMC Investment Advisors
Tennessee
$429K
PFA
1775
Pure Financial Advisors
California
$429K