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Palo Alto Networks

2,225 hedge funds and large institutions have $86.6B invested in Palo Alto Networks in 2025 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 1,048 increasing their positions, 742 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,225
Holders Change
-39
Holders Change %
-1.72%
% of All Funds
30.22%
Holding in Top 10
66
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.33%
% of All Funds
0.9%
New
179
Increased
1,048
Reduced
742
Closed
173
Calls
$3.15B
Puts
$5.6B
Net Calls
-$2.45B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Shares
Change %
MSR
901
Main Street Research
Connecticut
$2.35M -$75.1K -440 -3%
EWM
902
EPG Wealth Management
Georgia
$2.35M +$177K +1,035 +8%
CWP
903
Cyndeo Wealth Partners
Florida
$2.34M -$232K -1,360 -9%
TIA
904
Trust Investment Advisors
Indiana
$2.34M -$155K -910 -6%
SWM
905
StoneCrest Wealth Management
Arizona
$2.34M -$155K -910 -6%
WANY
906
Wealthspire Advisors (New York)
New York
$2.33M -$10.6K -62 -0.5%
QCG
907
Quadrant Capital Group
Ohio
$2.32M +$1.1M +6,457 +90%
GAG
908
Goodman Advisory Group
Massachusetts
$2.32M -$144K -845 -6%
CPIA
909
Cornell Pochily Investment Advisors
New York
$2.32M +$82.8K +485 +4%
BP
910
Ballentine Partners
Massachusetts
$2.31M +$30.7K +180 +1%
TSMHT
911
Thurston Springer Miller Herd & Titak
Indiana
$2.3M +$1.21M +7,067 +110%
RMC
912
Resources Management Corp
Connecticut
$2.3M +$68.1K +399 +3%
S
913
SignatureFD
Georgia
$2.3M +$118K +693 +5%
CMI
914
Clare Market Investments
Texas
$2.29M +$345K +2,020 +18%
SWM
915
SeaCrest Wealth Management
New York
$2.29M -$31.2K -183 -1%
KLCM
916
KG&L Capital Management
Louisiana
$2.29M +$565K +3,311 +33%
GLA
917
Good Life Advisors
Pennsylvania
$2.28M +$2.08M +12,211 +1,046%
CIP
918
Capital Insight Partners
Arizona
$2.28M +$79K +463 +4%
LSPW
919
Lake Street Private Wealth
Illinois
$2.27M -$46.9K -275 -2%
AA
920
ALPS Advisors
Colorado
$2.26M -$724K -4,243 -24%
LDB
921
Lee, Danner & Bass
Tennessee
$2.26M +$59.7K +350 +3%
O
922
Ossiam
France
$2.22M -$1.44M -8,420 -39%
WWM
923
Western Wealth Management
Colorado
$2.22M +$92.1K +540 +4%
PL
924
Perpetual Ltd
Australia
$2.21M -$509K -2,981 -19%
FM
925
Freemont Management
Switzerland
$2.2M -$222K -1,300 -9%