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Palo Alto Networks

2,420 hedge funds and large institutions have $112B invested in Palo Alto Networks in 2025 Q3 according to their latest regulatory filings, with 237 funds opening new positions, 1,245 increasing their positions, 648 reducing their positions, and 137 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:

5% more capital invested

Capital invested by funds: $107B → $112B (+$4.9B)

21% less call options, than puts

Call options by funds: $5.2B | Put options by funds: $6.6B

22% less funds holding in top 10

Funds holding in top 10: 9171 (-20)

Holders
2,420
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
71
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 +$552M
2 +$499M
3 +$470M
4
Citadel Advisors
Citadel Advisors
Florida
+$435M
5
BlackRock
BlackRock
New York
+$332M
Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
2001
White Lighthouse Investment Management
Massachusetts
$275K
BTWM
2002
Brass Tax Wealth Management
Ohio
$274K
VI
2003
Versor Investments
New York
$274K
BW
2004
BXM Wealth
Colorado
$273K
DCM
2005
Dudley Capital Management
Virginia
$271K
BFF
2006
Byrne Financial Freedom
Massachusetts
$271K
WCM
2007
Wedge Capital Management
North Carolina
$270K
VA
2008
Valmark Advisers
Ohio
$270K
CBTWT
2009
Community Bank & Trust (Waco, Texas)
Texas
$269K
LGG
2010
Luts & Greenleigh Group
Maryland
$269K
EAM
2011
Empirical Asset Management
Massachusetts
$268K
MFT
2012
Moisand Fitzgerald Tamayo
Florida
$267K
CFA
2013
Capstone Financial Advisors
Illinois
$267K
SAM
2014
Sequent Asset Management
Texas
$266K
JCM
2015
Jacobsen Capital Management
Utah
$266K
KA
2016
KLCM Advisors
Wisconsin
$265K
SLC
2017
Second Line Capital
Louisiana
$265K
ALA
2018
Atlas Legacy Advisors
California
$264K
FAG
2019
Fortitude Advisory Group
Washington
$264K
FC
2020
Fusion Capital
South Carolina
$263K
WDG
2021
Wealth Dimensions Group
Ohio
$261K
RA
2022
Riversedge Advisors
Delaware
$261K
FNBTCON
2023
First National Bank & Trust Co of Newtown
Pennsylvania
$260K
AWG
2024
Altus Wealth Group
Colorado
$259K
TPWA
2025
Twin Peaks Wealth Advisors
California
$259K