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Palo Alto Networks

2,427 hedge funds and large institutions have $100B invested in Palo Alto Networks in 2026 Q1 according to their latest regulatory filings, with 255 funds opening new positions, 1,258 increasing their positions, 727 reducing their positions, and 274 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

7% less call options, than puts

Call options by funds: $3.49B | Put options by funds: $3.76B

3% less funds holding

Funds holding: 2,5092,427 (-82)

4.08% less ownership

Funds ownership: 80.79%76.71% (-4.1%)

Holders
2,427
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.49B
Puts
$3.76B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
2601
Jupiter Wealth Management
Colorado
JTWM
2602
Jackson Thornton Wealth Management
Alabama
CCG
2603
Catalina Capital Group
California
LCGC
2604
Legacy Capital Group California
California
BRPW
2605
Ballast Rock Private Wealth
South Carolina
JPG
2606
Jordan Park Group
California
IAS
2607
Integrity Advisory Solutions
Texas
WC
2608
Whitney & Co
New York
UBV
2609
United Bank (Virginia)
Virginia
SOAM
2610
SBI Okasan Asset Management
Japan
RCP
2611
Rothschild Capital Partners
New York
FFG
2612
Frisch Financial Group
New York
UWM
2613
Urban Wealth Management
California
CIP
2614
Capital Insight Partners
Arizona
FBB
2615
Fulton Breakefield Broenniman
Maryland
G
2616
GenTrust
Florida
RMCM
2617
Reynders McVeigh Capital Management
Massachusetts
CFA
2618
Capstone Financial Advisors
Illinois
CNTOF
2619
Canandaigua National Trust of Florida
New York
GW
2620
Graetz Wealth
Michigan
RI
2621
Ruggiero Investments
Florida
KIM
2622
Kestra Investment Management
Texas
YWS
2623
Yarger Wealth Strategies
Ohio
GAFA
2624
Garton & Associates Financial Advisors
Kentucky
AWG
2625
Altus Wealth Group
Colorado