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Palo Alto Networks

2,487 hedge funds and large institutions have $104B invested in Palo Alto Networks in 2025 Q4 according to their latest regulatory filings, with 291 funds opening new positions, 1,114 increasing their positions, 811 reducing their positions, and 165 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 (-$8.36B)

21% less funds holding in top 10

Funds holding in top 10: 7156 (-15)

27% less call options, than puts

Call options by funds: $3.4B | Put options by funds: $4.68B

Holders
2,487
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
$4.68B
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
AOWM
2001
Asset One Wealth Management
Washington
$299K
EL
2002
EWA LLC
Pennsylvania
$299K
VIA
2003
Victrix Investment Advisors
Florida
$298K
TPBG
2004
Turning Point Benefit Group
Maryland
$297K
TWA
2005
Talisman Wealth Advisors
New Jersey
$297K
MCA
2006
Martin Capital Advisors
Texas
$296K
OWA
2007
Opal Wealth Advisors
New York
$295K
KF
2008
Ketron Financial
California
$295K
SSWM
2009
Smith Salley Wealth Management
North Carolina
$294K
WCP
2010
Wick Capital Partners
Pennsylvania
$294K
CFG
2011
Capital Financial Group
Colorado
$294K
YP
2012
YANKCOM Partnership
South Dakota
$293K
GB
2013
Goepper Burkhardt
South Carolina
$292K
PAG
2014
Powers Advisory Group
Illinois
$292K
FFA
2015
Fragasso Financial Advisors
Pennsylvania
$290K
CMAI
2016
Capital Management Associates Inc
Minnesota
$289K
AWM
2017
Aviso Wealth Management
Washington
$289K
FAM
2018
Fred Alger Management
New York
$289K
MFS
2019
McNamara Financial Services
Massachusetts
$289K
GHAM
2020
Gilman Hill Asset Management
Connecticut
$288K
UOC
2021
University of Chicago
Illinois
$287K
FHC
2022
First Heartland Consultants
Missouri
$287K
GCM
2023
Gallacher Capital Management
Colorado
$287K
BSC
2024
Brown Shipley & Co
United Kingdom
$286K
QF
2025
QVT Financial
New York
$284K