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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
IAS
2076
Investment Advisory Services
Texas
$239K
IA
2077
Intellus Advisors
Florida
$239K
FWM
2078
FSA Wealth Management
Massachusetts
$239K
PFC
2079
Phocas Financial Corp
California
$238K
WE
2080
Wealth Effects
Massachusetts
$237K
RIS
2081
Retirement Income Solutions
Michigan
$237K
ORC
2082
O'Rourke & Company
Massachusetts
$237K
GS
2083
GWN Securities
Florida
$236K
PWA
2084
Provenance Wealth Advisors
Florida
$235K
WA
2085
WBH Advisory
Maryland
$235K
CWM
2086
Concentrum Wealth Management
California
$234K
RWI
2087
Red Wave Investments
Pennsylvania
$234K
CFP
2088
Cascade Financial Partners
California
$233K
WSFG
2089
Wall Street Financial Group
Illinois
$232K
CSPIA
2090
Cary Street Partners Investment Advisory
Virginia
$232K
RS
2091
Rakuten Securities
Japan
$232K
BFM
2092
Boothbay Fund Management
New York
$232K
WA
2093
Wealth Architects
California
$232K
WCG
2094
Weaver Consulting Group
California
$231K
IAA
2095
Ironsides Asset Advisors
North Carolina
$231K
IIL
2096
Insight Inv LLC
California
$230K
CCP
2097
Carmel Capital Partners
California
$230K
LSIA
2098
LaSalle St. Investment Advisors
Illinois
$229K
YWS
2099
Yarger Wealth Strategies
Ohio
$229K
QC
2100
Quent Capital
New York
$227K