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Palo Alto Networks

2,360 hedge funds and large institutions have $107B invested in Palo Alto Networks in 2025 Q2 according to their latest regulatory filings, with 254 funds opening new positions, 1,062 increasing their positions, 765 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

5% more funds holding

Funds holding: 2,2392,360 (+121)

1.42% more ownership

Funds ownership: 76.88%78.3% (+1.4%)

31% less call options, than puts

Call options by funds: $4.08B | Put options by funds: $5.88B

Holders
2,360
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.08B
Puts
$5.88B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WF
1826
Whelan Financial
California
$342K
BFWA
1827
Benchmark Financial Wealth Advisors
Florida
$342K
RFA
1828
Register Financial Advisors
Georgia
$341K
SFP
1829
Shepherd Financial Partners
Massachusetts
$340K
TWA
1830
TCI Wealth Advisors
Arizona
$340K
KRW
1831
Kaufman Rossin Wealth
Florida
$340K
KCP
1832
Kera Capital Partners
California
$339K
MWM
1833
Mattern Wealth Management
Kansas
$336K
GC
1834
Garde Capital
Washington
$336K
ORG
1835
Optimist Retirement Group
Washington
$336K
MAWA
1836
Moss Adams Wealth Advisors
Washington
$335K
CAM
1837
Claret Asset Management
Quebec, Canada
$333K
LCWP
1838
Legacy Capital Wealth Partners
Arkansas
$333K
BMCM
1839
Burns Matteson Capital Management
New York
$331K
HS
1840
Horan Securities
United States
$331K
FCM
1841
Fourpath Capital Management
Oklahoma
$330K
NA
1842
Nautilus Advisors
California
$330K
FFA
1843
Fi3 Financial Advisors
Indiana
$330K
AFGAS
1844
Allegiance Financial Group Advisory Services
Virginia
$330K
BG
1845
Bahl & Gaynor
Ohio
$330K
EA
1846
Ellsworth Advisors
Ohio
$329K
TWA
1847
Talisman Wealth Advisors
New Jersey
$329K
PWM
1848
PBMares Wealth Management
Virginia
$328K
WA
1849
Waddell & Associates
Tennessee
$327K
EFA
1850
Evernest Financial Advisors
Indiana
$327K