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Palo Alto Networks

2,480 hedge funds and large institutions have $104B invested in Palo Alto Networks in 2025 Q4 according to their latest regulatory filings, with 289 funds opening new positions, 1,112 increasing their positions, 808 reducing their positions, and 164 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

Funds holding:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $112B → $104B (-$8.01B)

20% less funds holding in top 10

Funds holding in top 10: 7056 (-14)

27% less call options, than puts

Call options by funds: $3.4B | Put options by funds: $4.66B

Holders
2,480
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.4B
Puts
$4.66B
Net Calls
Net Calls Change

Top Sellers

1 -$857M
2 -$468M
3 -$416M
4
Jane Street
Jane Street
New York
-$397M
5
SM
SCGE Management
California
-$384M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOO
1976
Trust Company of Oklahoma
Oklahoma
$311K
EA
1977
Ellsworth Advisors
Ohio
$311K
SIA
1978
Sage Investment Advisers
New York
$311K
WPW
1979
Watershed Private Wealth
Illinois
$310K
NWML
1980
Nolet Wealth Management, LLC
Texas
$310K
EGA
1981
E&G Advisors
Texas
$310K
CWS
1982
Confluence Wealth Services
Pennsylvania
$310K
SIM
1983
Sentry Investment Management
Wisconsin
$309K
RA
1984
Riversedge Advisors
Delaware
$307K
CWIG
1985
Chung Wu Investment Group
Texas
$306K
FCM
1986
Fire Capital Management
California
$306K
MW
1987
Maia Wealth
Colorado
$305K
AG
1988
AIA Group
Hong Kong
$304K
GWS
1989
Greykasell Wealth Strategies
California
$304K
ZIC
1990
ZWJ Investment Counsel
Georgia
$302K
SIG
1991
Sargent Investment Group
Maryland
$301K
BMCM
1992
Burns Matteson Capital Management
New York
$301K
SEIA
1993
Signature Estate & Investment Advisors
California
$301K
LA
1994
LVW Advisors
New York
$301K
SHWA
1995
Safe Harbor Wealth Advisors
Ohio
$301K
FDCP
1996
Foster Dykema Cabot & Partners
Massachusetts
$300K
RZH
1997
Relyea Zuckerberg Hanson
Connecticut
$300K
NICM
1998
Neo Ivy Capital Management
New York
$300K
AOWM
1999
Asset One Wealth Management
Washington
$299K
EL
2000
EWA LLC
Pennsylvania
$299K