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Palo Alto Networks

2,447 hedge funds and large institutions have $100B invested in Palo Alto Networks in 2026 Q1 according to their latest regulatory filings, with 257 funds opening new positions, 1,266 increasing their positions, 736 reducing their positions, and 278 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 call options, than puts

Call options by funds: $ | Put options by funds: $

8% less first-time investments, than exits

New positions opened: 257 | Existing positions closed: 278

3% less funds holding

Funds holding: 2,5162,447 (-69)

3.98% less ownership

Funds ownership: 80.83%76.85% (-4%)

Holders
2,447
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
LPT
751
Legacy Private Trust
Wisconsin
$4.26M
BIM
752
Baldwin Investment Management
Pennsylvania
$4.26M
XWM
753
Xcel Wealth Management
Florida
$4.26M
WR
754
WD Rutherford
Oregon
$4.23M
CWP
755
Cyndeo Wealth Partners
Florida
$4.22M
Envestnet Portfolio Solutions
756
Envestnet Portfolio Solutions
Illinois
$4.21M
SCP
757
Stamos Capital Partners
California
$4.2M
JIP
758
Jaffetilchin Investment Partners
Florida
$4.17M
NMIMC
759
Northwestern Mutual Investment Management Company
Wisconsin
$4.15M
VFA
760
Valeo Financial Advisors
Indiana
$4.14M
VT
761
Volterra Technologies
New York
$4.14M
SC
762
Syon Capital
California
$4.13M
LCM
763
Landscape Capital Management
New Jersey
$4.13M
STA
764
Summit Trail Advisors
New York
$4.11M
SFO
765
Stenger Family Office
Illinois
$4.1M
CCT
766
Chemung Canal Trust
New York
$4.1M
EGM
767
Encore Global Management
Texas
$4.1M
MB
768
MidFirst Bank
Oklahoma
$4.09M
BG
769
BDF Gestion
France
$4.09M
AMG
770
Advisors Management Group
Wisconsin
$4.07M
OIA
771
OneDigital Investment Advisors
Kansas
$4.06M
CRWM
772
Castle Rock Wealth Management
California
$4.06M
SFG
773
Snider Financial Group
Washington
$4.04M
FLFS
774
Family Legacy Financial Solutions
North Carolina
$4.04M
MWA
775
MFA Wealth Advisors
Pennsylvania
$4.03M