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Palo Alto Networks

2,487 hedge funds and large institutions have $104B invested in Palo Alto Networks in 2025 Q4 according to their latest regulatory filings, with 291 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
2,487
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
AAMC
1976
Asset Allocation & Management Company
Illinois
$312K
ST
1977
Spinnaker Trust
Maine
$311K
TCOO
1978
Trust Company of Oklahoma
Oklahoma
$311K
EA
1979
Ellsworth Advisors
Ohio
$311K
SIA
1980
Sage Investment Advisers
New York
$311K
WPW
1981
Watershed Private Wealth
Illinois
$310K
NWM
1982
Nolet Wealth Management
Texas
$310K
EGA
1983
E&G Advisors
Texas
$310K
CWS
1984
Confluence Wealth Services
Pennsylvania
$310K
SIM
1985
Sentry Investment Management
Wisconsin
$309K
RA
1986
Riversedge Advisors
Delaware
$307K
CWIG
1987
Chung Wu Investment Group
Texas
$306K
FCM
1988
Fire Capital Management
California
$306K
MW
1989
Maia Wealth
Colorado
$305K
AG
1990
AIA Group
Hong Kong
$304K
GWS
1991
Greykasell Wealth Strategies
California
$304K
ZIC
1992
ZWJ Investment Counsel
Georgia
$302K
SIG
1993
Sargent Investment Group
Maryland
$301K
BMCM
1994
Burns Matteson Capital Management
New York
$301K
SEIA
1995
Signature Estate & Investment Advisors
California
$301K
LA
1996
LVW Advisors
New York
$301K
SHWA
1997
Safe Harbor Wealth Advisors
Ohio
$301K
FDCP
1998
Foster Dykema Cabot & Partners
Massachusetts
$300K
RZH
1999
Relyea Zuckerberg Hanson
Connecticut
$300K
NICM
2000
Neo Ivy Capital Management
New York
$300K