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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
EPW
2026
Evergreen Private Wealth
Colorado
$256K
FWA
2027
Flagship Wealth Advisors
Massachusetts
$255K
AIS
2028
AM Investment Strategies
Tennessee
$255K
4WM
2029
49 Wealth Management
Texas
$255K
CI
2030
Ceera Investments
Texas
$255K
JWM
2031
Jupiter Wealth Management
Colorado
$255K
FM
2032
Family Management
New York
$254K
WCM
2033
Weaver Capital Management
Georgia
$252K
RPWA
2034
Regent Peak Wealth Advisors
Georgia
$252K
HKIMG
2035
Hutchens & Kramer Investment Management Group
Indiana
$251K
EIA
2036
Edgemoor Investment Advisors
Maryland
$251K
UPS
2037
UHLMANN PRICE SECURITIES
Illinois
$250K
SAS
2038
Spurstone Advisory Services
Connecticut
$250K
PFM
2039
Patton Fund Management
Texas
$250K
FWI
2040
Facet Wealth Inc
Maryland
$249K
AGC
2041
Aspen Grove Capital
Colorado
$248K
HFP
2042
Holistic Financial Partners
Indiana
$248K
KIM
2043
Kestra Investment Management
Texas
$247K
RIM
2044
Rockbridge Investment Management
New York
$246K
SFCL
2045
Strengthening Families & Communities LLC
Massachusetts
$246K
CWM
2046
Core Wealth Management
Florida
$246K
FA
2047
Fiducient Advisors
Illinois
$245K
KWM
2048
Keebeck Wealth Management
Illinois
$245K
LA
2049
LVW Advisors
New York
$244K
OFW
2050
Omnia Family Wealth
Florida
$244K