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Palo Alto Networks

2,396 hedge funds and large institutions have $111B invested in Palo Alto Networks in 2025 Q3 according to their latest regulatory filings, with 237 funds opening new positions, 1,230 increasing their positions, 642 reducing their positions, and 136 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 → $111B (+$4.78B)

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
2,396
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
KA
2001
KLCM Advisors
Wisconsin
$265K
SLC
2002
Second Line Capital
Louisiana
$265K
ALA
2003
Atlas Legacy Advisors
California
$264K
FAG
2004
Fortitude Advisory Group
Washington
$264K
FC
2005
Fusion Capital
South Carolina
$263K
WDG
2006
Wealth Dimensions Group
Ohio
$261K
RA
2007
Riversedge Advisors
Delaware
$261K
FNBTCON
2008
First National Bank & Trust Co of Newtown
Pennsylvania
$260K
AWG
2009
Altus Wealth Group
Colorado
$259K
TPWA
2010
Twin Peaks Wealth Advisors
California
$259K
RFA
2011
Rollins Financial Advisors
New York
$259K
SGAM
2012
Smith Group Asset Management
Texas
$259K
BB
2013
Bell Bank
North Dakota
$258K
AF
2014
Aldebaran Financial
$257K
CWM
2015
Centurion Wealth Management
Virginia
$257K
GHAM
2016
Gilman Hill Asset Management
Connecticut
$257K
SIM
2017
Stratos Investment Management
Ohio
$256K
KWM
2018
Kingsman Wealth Management
Florida
$256K
EPW
2019
Evergreen Private Wealth
Colorado
$256K
FWA
2020
Flagship Wealth Advisors
Massachusetts
$255K
AIS
2021
AM Investment Strategies
Tennessee
$255K
4WM
2022
49 Wealth Management
Texas
$255K
CI
2023
Ceera Investments
Texas
$255K
JWM
2024
Jupiter Wealth Management
Colorado
$255K
FM
2025
Family Management
New York
$254K