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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
PWA
2076
Provenance Wealth Advisors
Florida
$235K
WA
2077
WBH Advisory
Maryland
$235K
CWM
2078
Concentrum Wealth Management
California
$234K
RWI
2079
Red Wave Investments
Pennsylvania
$234K
CFP
2080
Cascade Financial Partners
California
$233K
CSPIA
2081
Cary Street Partners Investment Advisory
Virginia
$232K
RS
2082
Rakuten Securities
Japan
$232K
BFM
2083
Boothbay Fund Management
New York
$232K
WA
2084
Wealth Architects
California
$232K
WCG
2085
Weaver Consulting Group
California
$231K
IAA
2086
Ironsides Asset Advisors
North Carolina
$231K
IIL
2087
Insight Inv LLC
California
$230K
CCP
2088
Carmel Capital Partners
California
$230K
LSIA
2089
LaSalle St. Investment Advisors
Illinois
$229K
YWS
2090
Yarger Wealth Strategies
Ohio
$229K
QC
2091
Quent Capital
New York
$227K
JPLA
2092
Joseph P. Lucia & Associates
New York
$227K
KCPT
2093
Kingstone Capital Partners Texas
Texas
$227K
DWM
2094
Destination Wealth Management
California
$227K
CB
2095
Chris Bulman
California
$226K
WF
2096
Wayfinding Financial
Washington
$226K
PCM
2097
Pennsylvania Capital Management
Pennsylvania
$226K
SRC
2098
Shufro Rose & Co
New York
$225K
IPW
2099
Impact Partnership Wealth
Georgia
$225K
VW
2100
Veridan Wealth
Oregon
$224K