PANW icon

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
WCWM
2126
Willow Creek Wealth Management
California
$217K
C
2127
Covestor
United Kingdom
$217K
FCIM
2128
Fairview Capital Investment Management
California
$217K
HDA
2129
Harold Davidson & Associates
California
$215K
SIA
2130
Strategic Investment Advisors
Michigan
$215K
PA
2131
Promethium Advisors
Maryland
$214K
ABLA
2132
Alan B. Lancz & Associates
Ohio
$214K
DTL
2133
Dynamic Technology Lab
Singapore
$213K
WAAG
2134
Wealth Alliance Advisory Group
Kansas
$213K
E3F
2135
Eight 31 Financial
Texas
$213K
SSA
2136
Sierra Summit Advisors
Nevada
$212K
WFS
2137
WealthGarden F.S.
California
$212K
TWP
2138
Triad Wealth Partners
Kansas
$211K
MHWM
2139
Montz Harcus Wealth Management
Louisiana
$211K
CG
2140
CFO4Life Group
Texas
$211K
EL
2141
Essex LLC
Illinois
$211K
CICI
2142
Capital Investment Counsel Inc
North Carolina
$211K
MC
2143
Marest Capital
California
$210K
MHC
2144
May Hill Capital
Massachusetts
$210K
IA
2145
IFC Advisors
California
$210K
WI
2146
WrapManager Inc
California
$210K
FCFC
2147
First Citizens Financial Corp
Iowa
$210K
HIS
2148
Harvest Investment Services
Illinois
$208K
SGCA
2149
Steel Grove Capital Advisors
Tennessee
$208K
TWP
2150
Tempus Wealth Planning
California
$207K