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Palo Alto Networks

2,489 hedge funds and large institutions have $104B invested in Palo Alto Networks in 2025 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 1,114 increasing their positions, 811 reducing their positions, and 165 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 (-$8.36B)

21% less funds holding in top 10

Funds holding in top 10: 7156 (-15)

27% less call options, than puts

Call options by funds: $3.4B | Put options by funds: $4.68B

Holders
2,489
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
$4.68B
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
WWMSC
1976
Wagner Wealth Management (South Carolina)
South Carolina
$312K
ACA
1977
Arsenal Capital Advisors
Pennsylvania
$312K
AAMC
1978
Asset Allocation & Management Company
Illinois
$312K
ST
1979
Spinnaker Trust
Maine
$311K
TCOO
1980
Trust Company of Oklahoma
Oklahoma
$311K
EA
1981
Ellsworth Advisors
Ohio
$311K
SIA
1982
Sage Investment Advisers
New York
$311K
WPW
1983
Watershed Private Wealth
Illinois
$310K
NWM
1984
Nolet Wealth Management
Texas
$310K
EGA
1985
E&G Advisors
Texas
$310K
CWS
1986
Confluence Wealth Services
Pennsylvania
$310K
SIM
1987
Sentry Investment Management
Wisconsin
$309K
RA
1988
Riversedge Advisors
Delaware
$307K
CWIG
1989
Chung Wu Investment Group
Texas
$306K
FCM
1990
Fire Capital Management
California
$306K
MW
1991
Maia Wealth
Colorado
$305K
AG
1992
AIA Group
Hong Kong
$304K
GWS
1993
Greykasell Wealth Strategies
California
$304K
ZIC
1994
ZWJ Investment Counsel
Georgia
$302K
SIG
1995
Sargent Investment Group
Maryland
$301K
BMCM
1996
Burns Matteson Capital Management
New York
$301K
SEIA
1997
Signature Estate & Investment Advisors
California
$301K
LA
1998
LVW Advisors
New York
$301K
SHWA
1999
Safe Harbor Wealth Advisors
Ohio
$301K
FDCP
2000
Foster Dykema Cabot & Partners
Massachusetts
$300K