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Palo Alto Networks

2,404 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, 1,235 increasing their positions, 644 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 (+$4.81B)

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
2,404
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
CBTWT
2001
Community Bank & Trust (Waco, Texas)
Texas
$269K
LGG
2002
Luts & Greenleigh Group
Maryland
$269K
EAM
2003
Empirical Asset Management
Massachusetts
$268K
MFT
2004
Moisand Fitzgerald Tamayo
Florida
$267K
CFA
2005
Capstone Financial Advisors
Illinois
$267K
SAM
2006
Sequent Asset Management
Texas
$266K
JCM
2007
Jacobsen Capital Management
Utah
$266K
KA
2008
KLCM Advisors
Wisconsin
$265K
SLC
2009
Second Line Capital
Louisiana
$265K
ALA
2010
Atlas Legacy Advisors
California
$264K
FAG
2011
Fortitude Advisory Group
Washington
$264K
FC
2012
Fusion Capital
South Carolina
$263K
WDG
2013
Wealth Dimensions Group
Ohio
$261K
RA
2014
Riversedge Advisors
Delaware
$261K
FNBTCON
2015
First National Bank & Trust Co of Newtown
Pennsylvania
$260K
AWG
2016
Altus Wealth Group
Colorado
$259K
TPWA
2017
Twin Peaks Wealth Advisors
California
$259K
RFA
2018
Rollins Financial Advisors
New York
$259K
SGAM
2019
Smith Group Asset Management
Texas
$259K
BB
2020
Bell Bank
North Dakota
$258K
AF
2021
Aldebaran Financial
$257K
CWM
2022
Centurion Wealth Management
Virginia
$257K
GHAM
2023
Gilman Hill Asset Management
Connecticut
$257K
SIM
2024
Stratos Investment Management
Ohio
$256K
KWM
2025
Kingsman Wealth Management
Florida
$256K