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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
DWM
1951
Daner Wealth Management
Georgia
$296K
CCA
1952
Cobblestone Capital Advisors
New York
$296K
WFA
1953
WMG Financial Advisors
Tennessee
$296K
JPG
1954
Jordan Park Group
California
$296K
BFA
1955
Bill Few Associates
Pennsylvania
$295K
MG
1956
McHugh Group
Ohio
$294K
AA
1957
ABC Arbitrage
France
$294K
FA
1958
Fountainhead AM
New Jersey
$293K
PAG
1959
Powers Advisory Group
Illinois
$293K
LW
1960
Lauer Wealth
Indiana
$293K
FMP
1961
Financial Management Professionals
Texas
$293K
SMH
1962
Sanders Morris Harris
Texas
$293K
SPA
1963
Sherbrooke Park Advisers
New York
$292K
UBV
1964
United Bank (Virginia)
Virginia
$291K
HAG
1965
HF Advisory Group
Maryland
$291K
EFG
1966
Embree Financial Group
Illinois
$291K
NWMG
1967
National Wealth Management Group
Ohio
$291K
ABWM
1968
Alpine Bank Wealth Management
Colorado
$291K
JWM
1969
JGP Wealth Management
Oregon
$290K
RFA
1970
Resurgent Financial Advisors
Georgia
$290K
QPWM
1971
Quadrant Private Wealth Management
Pennsylvania
$290K
HIF
1972
Hill Island Financial
Michigan
$286K
GWM
1973
GSB Wealth Management
Connecticut
$285K
MCM
1974
M1 Capital Management
Michigan
$285K
MWM
1975
Marion Wealth Management
Pennsylvania
$284K