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Palo Alto Networks

2,360 hedge funds and large institutions have $107B invested in Palo Alto Networks in 2025 Q2 according to their latest regulatory filings, with 254 funds opening new positions, 1,062 increasing their positions, 765 reducing their positions, and 102 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 in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

5% more funds holding

Funds holding: 2,2392,360 (+121)

1.42% more ownership

Funds ownership: 76.88%78.3% (+1.4%)

31% less call options, than puts

Call options by funds: $4.08B | Put options by funds: $5.88B

Holders
2,360
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.08B
Puts
$5.88B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QFW
1976
QTR Family Wealth
Florida
$263K
RFA
1977
Resurgent Financial Advisors
Georgia
$262K
AF
1978
Advisornet Financial
Minnesota
$261K
PFGIA
1979
Patriot Financial Group Insurance Agency
Massachusetts
$261K
WCM
1980
Wedge Capital Management
North Carolina
$260K
CWM
1981
Centurion Wealth Management
Virginia
$258K
VHAM
1982
Van Hulzen Asset Management
California
$257K
SFC
1983
SYM Financial Corp
Indiana
$257K
CI
1984
Ceera Investments
Texas
$257K
IAS
1985
Investment Advisory Services
Texas
$257K
SAM
1986
Sequent Asset Management
Texas
$257K
CWMK
1987
Caliber Wealth Management (Kansas)
Kansas
$256K
CMS
1988
Capital Market Strategies
Florida
$256K
YWS
1989
Yarger Wealth Strategies
Ohio
$255K
SIM
1990
Stratos Investment Management
Ohio
$255K
LA
1991
Latitude Advisors
Florida
$254K
IDA
1992
Intelligence Driven Advisers
California
$253K
FWA
1993
Flagship Wealth Advisors
Massachusetts
$253K
GAM
1994
Gemmer Asset Management
California
$252K
PWM
1995
PTM Wealth Management
United States
$252K
CCA
1996
Cooper Capital Advisors
California
$252K
PFM
1997
Patton Fund Management
Texas
$252K
IIL
1998
Insight Inv LLC
California
$249K
WFA
1999
WMG Financial Advisors
Tennessee
$249K
ECM
2000
Exchange Capital Management
Michigan
$249K