PANW icon

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
GC
1826
Grimes & Company
Massachusetts
$394K
OWA
1827
Octavia Wealth Advisors
Ohio
$392K
CFG
1828
Carr Financial Group
Massachusetts
$391K
B
1829
Bellecapital
Switzerland
$390K
WF
1830
Whelan Financial
California
$390K
SFG
1831
Sather Financial Group
Texas
$389K
AWM
1832
Activest Wealth Management
Florida
$388K
FWP
1833
Fiduciary Wealth Partners
Massachusetts
$386K
MWAM
1834
Manhattan West Asset Management
California
$385K
EWA
1835
Emergent Wealth Advisors
New York
$384K
Kayne Anderson Rudnick Investment Management
1836
Kayne Anderson Rudnick Investment Management
California
$383K
IP
1837
Investment Partners
Ohio
$381K
JCIA
1838
Jackson Creek Investment Advisors
Colorado
$379K
FB
1839
First Bancorp
Maine
$378K
FBT
1840
First Bankers Trust
Kentucky
$377K
AL
1841
Aspiriant LLC
California
$375K
RGC
1842
Roberts, Glore & Co
Illinois
$374K
CP
1843
Clarendon Private
Massachusetts
$373K
NCM
1844
NCM Capital Management
New Jersey
$370K
MW
1845
Maia Wealth
Colorado
$367K
PJWM
1846
Philip James Wealth Mangement
Georgia
$367K
MTIM
1847
Marathon Trading Investment Management
Pennsylvania
$367K
HAS
1848
HBW Advisory Services
California
$366K
SIM
1849
Sentry Investment Management
Wisconsin
$365K
CFS
1850
Commonwealth Financial Services
West Virginia
$365K