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Palo Alto Networks

2,417 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, 1,243 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 (+$4.87B)

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: 9070 (-20)

Holders
2,417
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
70
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
VI
2001
Versor Investments
New York
$274K
BW
2002
BXM Wealth
Colorado
$273K
DCM
2003
Dudley Capital Management
Virginia
$271K
BFF
2004
Byrne Financial Freedom
Massachusetts
$271K
WCM
2005
Wedge Capital Management
North Carolina
$270K
VA
2006
Valmark Advisers
Ohio
$270K
CBTWT
2007
Community Bank & Trust (Waco, Texas)
Texas
$269K
LGG
2008
Luts & Greenleigh Group
Maryland
$269K
EAM
2009
Empirical Asset Management
Massachusetts
$268K
MFT
2010
Moisand Fitzgerald Tamayo
Florida
$267K
CFA
2011
Capstone Financial Advisors
Illinois
$267K
SAM
2012
Sequent Asset Management
Texas
$266K
JCM
2013
Jacobsen Capital Management
Utah
$266K
KA
2014
KLCM Advisors
Wisconsin
$265K
SLC
2015
Second Line Capital
Louisiana
$265K
ALA
2016
Atlas Legacy Advisors
California
$264K
FAG
2017
Fortitude Advisory Group
Washington
$264K
FC
2018
Fusion Capital
South Carolina
$263K
WDG
2019
Wealth Dimensions Group
Ohio
$261K
RA
2020
Riversedge Advisors
Delaware
$261K
FNBTCON
2021
First National Bank & Trust Co of Newtown
Pennsylvania
$260K
AWG
2022
Altus Wealth Group
Colorado
$259K
TPWA
2023
Twin Peaks Wealth Advisors
California
$259K
RFA
2024
Rollins Financial Advisors
New York
$259K
SGAM
2025
Smith Group Asset Management
Texas
$259K