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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, 1,235 increasing their positions, 644 reducing their positions, and 138 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 (+$4.81B)

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
SFP
1876
Shepherd Financial Partners
Massachusetts
$342K
CPRC
1877
Consolidated Portfolio Review Corp
New York
$342K
BOH
1878
Bank of Hawaii
Hawaii
$340K
CB
1879
Cadence Bank
Mississippi
$339K
PA
1880
Probity Advisors
Texas
$339K
CWIG
1881
Chung Wu Investment Group
Texas
$338K
1WM
1882
1900 Wealth Management
Texas
$337K
BWM
1883
Baron Wealth Management
Michigan
$337K
BSC
1884
Brown Shipley & Co
United Kingdom
$337K
CWS
1885
Confluence Wealth Services
Pennsylvania
$337K
BMCM
1886
Burns Matteson Capital Management
New York
$336K
SEIA
1887
Signature Estate & Investment Advisors
California
$336K
AWM
1888
Aviso Wealth Management
Washington
$335K
QFW
1889
QTR Family Wealth
Florida
$335K
PI
1890
Pachira Investments
California
$335K
MWM
1891
MOKAN Wealth Management
Kansas
$333K
CAG
1892
Csenge Advisory Group
Florida
$333K
MAWA
1893
Moss Adams Wealth Advisors
Washington
$331K
Capstone Investment Advisors
1894
Capstone Investment Advisors
New York
$330K
OWA
1895
Opal Wealth Advisors
New York
$329K
JWA
1896
JFS Wealth Advisors
Pennsylvania
$329K
BG
1897
Bahl & Gaynor
Ohio
$328K
TWA
1898
Talisman Wealth Advisors
New Jersey
$327K
NA
1899
Nautilus Advisors
California
$327K
PWM
1900
PBMares Wealth Management
Virginia
$327K