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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
RFA
2026
Rollins Financial Advisors
New York
$259K
SGAM
2027
Smith Group Asset Management
Texas
$259K
BB
2028
Bell Bank
North Dakota
$258K
AF
2029
Aldebaran Financial
$257K
CWM
2030
Centurion Wealth Management
Virginia
$257K
GHAM
2031
Gilman Hill Asset Management
Connecticut
$257K
SIM
2032
Stratos Investment Management
Ohio
$256K
KWM
2033
Kingsman Wealth Management
Florida
$256K
EPW
2034
Evergreen Private Wealth
Colorado
$256K
FWA
2035
Flagship Wealth Advisors
Massachusetts
$255K
AIS
2036
AM Investment Strategies
Tennessee
$255K
4WM
2037
49 Wealth Management
Texas
$255K
CI
2038
Ceera Investments
Texas
$255K
JWM
2039
Jupiter Wealth Management
Colorado
$255K
FM
2040
Family Management
New York
$254K
WCM
2041
Weaver Capital Management
Georgia
$252K
RPWA
2042
Regent Peak Wealth Advisors
Georgia
$252K
HKIMG
2043
Hutchens & Kramer Investment Management Group
Indiana
$251K
EIA
2044
Edgemoor Investment Advisors
Maryland
$251K
UPS
2045
UHLMANN PRICE SECURITIES
Illinois
$250K
SAS
2046
Spurstone Advisory Services
Connecticut
$250K
PFM
2047
Patton Fund Management
Texas
$250K
FWI
2048
Facet Wealth Inc
Maryland
$249K
AGC
2049
Aspen Grove Capital
Colorado
$248K
HFP
2050
Holistic Financial Partners
Indiana
$248K