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Palo Alto Networks

2,347 hedge funds and large institutions have $106B invested in Palo Alto Networks in 2025 Q2 according to their latest regulatory filings, with 254 funds opening new positions, 1,055 increasing their positions, 763 reducing their positions, and 101 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: 2,2262,347 (+121)

1.39% more ownership

Funds ownership: 76.69%78.08% (+1.4%)

31% less call options, than puts

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

Holders
2,347
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
89
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
HFP
2001
Holistic Financial Partners
Indiana
$242K
SFM
2002
Signet Financial Management
New Jersey
$241K
WCG
2003
Weaver Consulting Group
California
$240K
FWM
2004
FSA Wealth Management
Massachusetts
$240K
EPW
2005
Evergreen Private Wealth
Colorado
$240K
PFC
2006
Phocas Financial Corp
California
$239K
SB
2007
Sunflower Bank
Texas
$239K
NGA
2008
Naples Global Advisors
Florida
$238K
TCM
2009
Tradewinds Capital Management
Washington
$237K
PWA
2010
Provenance Wealth Advisors
Florida
$236K
WA
2011
WBH Advisory
Maryland
$236K
RWI
2012
Red Wave Investments
Pennsylvania
$235K
BSHC
2013
Breed's Hill Capital
Massachusetts
$235K
NFG
2014
Nadler Financial Group
Illinois
$235K
LWM
2015
Liberty Wealth Management
California
$234K
EFG
2016
Embree Financial Group
Illinois
$233K
CWP
2017
Curated Wealth Partners
California
$233K
CFP
2018
Cascade Financial Partners
California
$232K
HNWAG
2019
High Net Worth Advisory Group
Florida
$232K
QC
2020
Quent Capital
New York
$232K
IAA
2021
Ironsides Asset Advisors
North Carolina
$232K
WDG
2022
Wealth Dimensions Group
Ohio
$232K
QPWM
2023
Quadrant Private Wealth Management
Pennsylvania
$232K
RFA
2024
Rollins Financial Advisors
New York
$230K
JPLA
2025
Joseph P. Lucia & Associates
New York
$228K