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Palo Alto Networks

2,417 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, 1,243 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 (+$4.87B)

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: 9070 (-20)

Holders
2,417
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
70
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
FWM
2076
FSA Wealth Management
Massachusetts
$239K
PFC
2077
Phocas Financial Corp
California
$238K
WE
2078
Wealth Effects
Massachusetts
$237K
RIS
2079
Retirement Income Solutions
Michigan
$237K
ORC
2080
O'Rourke & Company
Massachusetts
$237K
GS
2081
GWN Securities
Florida
$236K
PWA
2082
Provenance Wealth Advisors
Florida
$235K
WA
2083
WBH Advisory
Maryland
$235K
CWM
2084
Concentrum Wealth Management
California
$234K
RWI
2085
Red Wave Investments
Pennsylvania
$234K
CFP
2086
Cascade Financial Partners
California
$233K
WSFG
2087
Wall Street Financial Group
Illinois
$232K
CSPIA
2088
Cary Street Partners Investment Advisory
Virginia
$232K
RS
2089
Rakuten Securities
Japan
$232K
BFM
2090
Boothbay Fund Management
New York
$232K
WA
2091
Wealth Architects
California
$232K
WCG
2092
Weaver Consulting Group
California
$231K
IAA
2093
Ironsides Asset Advisors
North Carolina
$231K
IIL
2094
Insight Inv LLC
California
$230K
CCP
2095
Carmel Capital Partners
California
$230K
LSIA
2096
LaSalle St. Investment Advisors
Illinois
$229K
YWS
2097
Yarger Wealth Strategies
Ohio
$229K
QC
2098
Quent Capital
New York
$227K
JPLA
2099
Joseph P. Lucia & Associates
New York
$227K
KCPT
2100
Kingstone Capital Partners Texas
Texas
$227K