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Palo Alto Networks

2,403 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, 1,234 increasing their positions, 645 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:

4% more capital invested

Capital invested by funds: $107B → $112B (+$4.8B)

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
2,403
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
FWA
2026
Flagship Wealth Advisors
Massachusetts
$255K
AIS
2027
AM Investment Strategies
Tennessee
$255K
4WM
2028
49 Wealth Management
Texas
$255K
CI
2029
Ceera Investments
Texas
$255K
JWM
2030
Jupiter Wealth Management
Colorado
$255K
FM
2031
Family Management
New York
$254K
WCM
2032
Weaver Capital Management
Georgia
$252K
RPWA
2033
Regent Peak Wealth Advisors
Georgia
$252K
HKIMG
2034
Hutchens & Kramer Investment Management Group
Indiana
$251K
EIA
2035
Edgemoor Investment Advisors
Maryland
$251K
UPS
2036
UHLMANN PRICE SECURITIES
Illinois
$250K
SAS
2037
Spurstone Advisory Services
Connecticut
$250K
PFM
2038
Patton Fund Management
Texas
$250K
FWI
2039
Facet Wealth Inc
Maryland
$249K
AGC
2040
Aspen Grove Capital
Colorado
$248K
HFP
2041
Holistic Financial Partners
Indiana
$248K
KIM
2042
Kestra Investment Management
Texas
$247K
RIM
2043
Rockbridge Investment Management
New York
$246K
SFCL
2044
Strengthening Families & Communities LLC
Massachusetts
$246K
CWM
2045
Core Wealth Management
Florida
$246K
FA
2046
Fiducient Advisors
Illinois
$245K
KWM
2047
Keebeck Wealth Management
Illinois
$245K
LA
2048
LVW Advisors
New York
$244K
OFW
2049
Omnia Family Wealth
Florida
$244K
Cohen & Steers
2050
Cohen & Steers
New York
$244K