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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
VIA
2001
Victrix Investment Advisors
Florida
$298K
TPBG
2002
Turning Point Benefit Group
Maryland
$297K
TWA
2003
Talisman Wealth Advisors
New Jersey
$297K
MCA
2004
Martin Capital Advisors
Texas
$296K
OWA
2005
Opal Wealth Advisors
New York
$295K
KF
2006
Ketron Financial
California
$295K
SSWM
2007
Smith Salley Wealth Management
North Carolina
$294K
WCP
2008
Wick Capital Partners
Pennsylvania
$294K
CFG
2009
Capital Financial Group
Colorado
$294K
YP
2010
YANKCOM Partnership
South Dakota
$293K
GB
2011
Goepper Burkhardt
South Carolina
$292K
PAG
2012
Powers Advisory Group
Illinois
$292K
FFA
2013
Fragasso Financial Advisors
Pennsylvania
$290K
CMAI
2014
Capital Management Associates Inc
Minnesota
$289K
AWM
2015
Aviso Wealth Management
Washington
$289K
FAM
2016
Fred Alger Management
New York
$289K
MFS
2017
McNamara Financial Services
Massachusetts
$289K
GHAM
2018
Gilman Hill Asset Management
Connecticut
$288K
UOC
2019
University of Chicago
Illinois
$287K
FHC
2020
First Heartland Consultants
Missouri
$287K
GCM
2021
Gallacher Capital Management
Colorado
$287K
BSC
2022
Brown Shipley & Co
United Kingdom
$286K
QF
2023
QVT Financial
New York
$284K
1W
2024
1776 Wealth
Georgia
$282K
SAMC
2025
Spectrum Asset Management (California)
California
$281K