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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
JPLA
2101
Joseph P. Lucia & Associates
New York
$227K
KCPT
2102
Kingstone Capital Partners Texas
Texas
$227K
DWM
2103
Destination Wealth Management
California
$227K
CB
2104
Chris Bulman
California
$226K
WF
2105
Wayfinding Financial
Washington
$226K
PCM
2106
Pennsylvania Capital Management
Pennsylvania
$226K
SRC
2107
Shufro Rose & Co
New York
$225K
IPW
2108
Impact Partnership Wealth
Georgia
$225K
VW
2109
Veridan Wealth
Oregon
$224K
RAM
2110
Ramirez Asset Management
New York
$224K
MWS
2111
MFA Wealth Services
California
$224K
SSIM
2112
Sheets Smith Investment Management
Texas
$224K
AFGAS
2113
Allegiance Financial Group Advisory Services
Virginia
$223K
EAM
2114
Evanson Asset Management
California
$222K
FFO
2115
Fiduciary Family Office
Florida
$222K
BF
2116
Brucke Financial
Indiana
$222K
AT
2117
Arlington Trust
Alabama
$222K
TW
2118
TritonPoint Wealth
Maryland
$221K
FFA
2119
Florida Financial Advisors
Florida
$220K
BDL
2120
Bey-Douglas LLC
Georgia
$220K
SM
2121
Sensible Money
Arizona
$220K
JWWM
2122
Johnson & White Wealth Management
Pennsylvania
$220K
BC
2123
Barrett & Company
Rhode Island
$218K
VPWA
2124
Vestia Personal Wealth Advisors
Indiana
$218K
CWM
2125
Copia Wealth Management
Oregon
$218K