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Palo Alto Networks

2,360 hedge funds and large institutions have $107B invested in Palo Alto Networks in 2025 Q2 according to their latest regulatory filings, with 254 funds opening new positions, 1,062 increasing their positions, 765 reducing their positions, and 102 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: 2,2392,360 (+121)

1.42% more ownership

Funds ownership: 76.88%78.3% (+1.4%)

31% less call options, than puts

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

Holders
2,360
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
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
WA
2026
WBH Advisory
Maryland
$236K
RWI
2027
Red Wave Investments
Pennsylvania
$235K
BSHC
2028
Breed's Hill Capital
Massachusetts
$235K
NFG
2029
Nadler Financial Group
Illinois
$235K
LWM
2030
Liberty Wealth Management
California
$234K
EFG
2031
Embree Financial Group
Illinois
$233K
CWP
2032
Curated Wealth Partners
California
$233K
CFP
2033
Cascade Financial Partners
California
$232K
HNWAG
2034
High Net Worth Advisory Group
Florida
$232K
QC
2035
Quent Capital
New York
$232K
IAA
2036
Ironsides Asset Advisors
North Carolina
$232K
WDG
2037
Wealth Dimensions Group
Ohio
$232K
QPWM
2038
Quadrant Private Wealth Management
Pennsylvania
$232K
RFA
2039
Rollins Financial Advisors
New York
$230K
JPLA
2040
Joseph P. Lucia & Associates
New York
$228K
WAAG
2041
Wealth Alliance Advisory Group
Kansas
$228K
KCPT
2042
Kingstone Capital Partners Texas
Texas
$228K
MWS
2043
MFA Wealth Services
California
$228K
KWMG
2044
King Wealth Management Group
Florida
$226K
CFO
2045
CVA Family Office
Colorado
$226K
TW
2046
TritonPoint Wealth
Maryland
$225K
SRC
2047
Shufro Rose & Co
New York
$225K
WWM
2048
WT Wealth Management
Arizona
$225K
PCM
2049
Pennsylvania Capital Management
Pennsylvania
$225K
RIS
2050
Retirement Income Solutions
Michigan
$223K