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Palo Alto Networks

2,397 hedge funds and large institutions have $111B invested in Palo Alto Networks in 2025 Q3 according to their latest regulatory filings, with 237 funds opening new positions, 1,231 increasing their positions, 642 reducing their positions, and 136 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 → $111B (+$4.79B)

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
2,397
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
AA
1951
ABC Arbitrage
France
$294K
FA
1952
Fountainhead AM
New Jersey
$293K
PAG
1953
Powers Advisory Group
Illinois
$293K
LW
1954
Lauer Wealth
Indiana
$293K
FMP
1955
Financial Management Professionals
Texas
$293K
SMH
1956
Sanders Morris Harris
Texas
$293K
SPA
1957
Sherbrooke Park Advisers
New York
$292K
UBV
1958
United Bank (Virginia)
Virginia
$291K
HAG
1959
HF Advisory Group
Maryland
$291K
EFG
1960
Embree Financial Group
Illinois
$291K
NWMG
1961
National Wealth Management Group
Ohio
$291K
ABWM
1962
Alpine Bank Wealth Management
Colorado
$291K
JWM
1963
JGP Wealth Management
Oregon
$290K
RFA
1964
Resurgent Financial Advisors
Georgia
$290K
QPWM
1965
Quadrant Private Wealth Management
Pennsylvania
$290K
HIF
1966
Hill Island Financial
Michigan
$286K
GWM
1967
GSB Wealth Management
Connecticut
$285K
MCM
1968
M1 Capital Management
Michigan
$285K
MWM
1969
Marion Wealth Management
Pennsylvania
$284K
JTWM
1970
Jackson Thornton Wealth Management
Alabama
$284K
MMPW
1971
Mitchell McLeod Pugh & Williams
Alabama
$283K
EFSCE
1972
Enterprise Financial Services Corp (EFSC)
Missouri
$283K
SFO
1973
Stokes Family Office
Louisiana
$283K
GCA
1974
Gradient Capital Advisors
California
$282K
BHB
1975
Bank Hapoalim BM
Israel
$281K