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Palo Alto Networks

2,257 hedge funds and large institutions have $88B invested in Palo Alto Networks in 2025 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 1,063 increasing their positions, 756 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 1,063 | Existing positions reduced: 756

2% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 173

0.01% more ownership

Funds ownership: 77.89%77.91% (+0.01%)

2% less funds holding

Funds holding: 2,2922,257 (-35)

7% less capital invested

Capital invested by funds: $94.3B → $88B (-$6.35B)

7% less funds holding in top 10

Funds holding in top 10: 7267 (-5)

44% less call options, than puts

Call options by funds: $3.15B | Put options by funds: $5.6B

Holders
2,257
Holders Change
-35
Holders Change %
-1.53%
% of All Funds
30.26%
Holding in Top 10
67
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.94%
% of All Funds
0.9%
New
176
Increased
1,063
Reduced
756
Closed
173
Calls
$3.15B
Puts
$5.6B
Net Calls
-$2.45B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
501
Teachers Retirement System of the State of Kentucky
Kentucky
$8.62M +$453K +2,452 +5%
MOS
502
MGO One Seven
Ohio
$8.62M +$175K +944 +2%
PGA
503
Portland Global Advisors
Maine
$8.55M -$165K -893 -2%
KA
504
Kovack Advisors
Florida
$8.54M -$205K -1,108 -2%
WA
505
Waverly Advisors
Alabama
$8.54M +$8.02M +43,382 +653%
BF
506
BOK Financial
Oklahoma
$8.51M -$2.76M -14,911 -23%
CWM
507
CMH Wealth Management
New Hampshire
$8.5M -$97.5K -527 -1%
CUAMC
508
China Universal Asset Management Company
China
$8.47M +$1.07M +5,774 +13%
GIM
509
Goelzer Investment Management
Indiana
$8.47M +$104K +561 +1%
IFG
510
Independent Financial Group
California
$8.45M -$1.64M -8,861 -15%
DWM
511
Diversify Wealth Management
Utah
$8.41M -$308K -1,664 -4%
SWA
512
Stratos Wealth Advisors
Ohio
$8.4M -$323K -1,746 -3%
NAM
513
NorthCrest Asset Manangement
Minnesota
$8.37M +$375K +2,026 +4%
EAM
514
EdenTree Asset Management
United Kingdom
$8.28M -$53.6K -290 -0.6%
CB
515
Commerce Bank
Missouri
$8.26M +$300K +1,625 +3%
AP
516
Americana Partners
Texas
$8.25M +$560K +3,030 +7%
KFBMI
517
Kentucky Farm Bureau Mutual Insurance
Kentucky
$8.19M
BCV
518
Banque Cantonale Vaudoise
Switzerland
$8.18M +$8.87M +47,963 New
WFG
519
Wills Financial Group
Virginia
$8.17M -$369K -1,997 -4%
LWMM
520
Legacy Wealth Management (Mississippi)
Mississippi
$8.17M +$171K +924 +2%
HWAM
521
Hennion & Walsh Asset Management
New Jersey
$8.12M +$1.4M +7,580 +19%
GWSG
522
GPS Wealth Strategies Group
Colorado
$8.12M -$3.7M -19,991 -30%
HFM
523
Harvest Fund Management
China
$8.11M -$961K -5,195 -10%
SSA
524
Schonfeld Strategic Advisors
New York
$8.11M +$7.58M +40,999 +630%
AAS
525
Avantax Advisory Services
Texas
$8.09M +$702K +3,798 +9%

PANW Hedge Fund Activity: Q1 2025 in Review

2,257 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q1 2025, worth a combined $88B — down 6.7% from $94.3B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new PANW positions and 173 closed out — a net gain of 3 holders — while 1,063 added to existing stakes and 756 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $939M. The largest seller was Jennison Associates, cutting an estimated $1.06B.

  • 2,257 institutional investors held Palo Alto Networks (PANW) as of Q1 2025, down from 2,292 in Q4 2024.
  • Funds reported $88B of Palo Alto Networks stock for Q1 2025, down 6.7% quarter-over-quarter.
  • 176 funds opened new Palo Alto Networks positions in Q1 2025 and 173 closed out, a net change of +3 holders.
  • The largest Palo Alto Networks buyer in Q1 2025 was Fidelity Investments, an estimated $939M added.
  • The largest Palo Alto Networks seller in Q1 2025 was Jennison Associates, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2025.