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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
BA
1751
Bristlecone Advisors
Washington
$450K
WWA
1752
Wisconsin Wealth Advisors
Wisconsin
$449K
LWL
1753
Leo Wealth LLC
Texas
$444K
CCMG
1754
Clark Capital Management Group
Pennsylvania
$442K
PD
1755
Planning Directions
Pennsylvania
$442K
IPW
1756
Invictus Private Wealth
Colorado
$442K
TL
1757
Tradewinds LLC
North Carolina
$440K
WJWM
1758
Williams Jones Wealth Management
New York
$439K
SC
1759
SouthState Corp
Florida
$439K
TC
1760
Trilogy Capital
California
$437K
BTW
1761
Boston Trust Walden
Massachusetts
$436K
MEAC
1762
M.E. Allison & Co
Texas
$436K
WCAMG
1763
Woodard & Company Asset Management Group
North Carolina
$435K
MWM
1764
Mindset Wealth Management
Indiana
$434K
KA
1765
Klingman & Associates
New York
$434K
PWG
1766
Portside Wealth Group
Utah
$431K
ANTB
1767
AMG National Trust Bank
Colorado
$430K
LIA
1768
LBMC Investment Advisors
Tennessee
$429K
PFA
1769
Pure Financial Advisors
California
$429K
CIG
1770
Cascade Investment Group
Colorado
$429K
WGC
1771
Watts Gwilliam & Co
Arizona
$428K
TWM
1772
TCFG Wealth Management
California
$425K
FAM
1773
Flaharty Asset Management
Florida
$425K
JGUA
1774
John G. Ullman & Associates
New York
$424K
AF
1775
Atala Financial
California
$422K