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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
RWM
1001
Ritholtz Wealth Management
New York
$1.83M +$329K +1,781 +20%
SIC
1002
Sterling Investment Counsel
New York
$1.82M +$1.56M +8,443 +378%
SAM
1003
Secure Asset Management
Michigan
$1.82M -$291K -1,576 -13%
PT
1004
Plimoth Trust
Massachusetts
$1.82M +$699K +3,781 +55%
RF
1005
Robbins Farley
New Hampshire
$1.82M +$2.96K +16 +0.2%
NAM
1006
NTV Asset Management
West Virginia
$1.81M
OQS
1007
Occudo Quantitative Strategies
Florida
$1.81M -$298K -1,611 -13%
NS
1008
NBC Securities
Alabama
$1.8M +$1.95M +10,521 +116,900%
HR
1009
Hardy Reed
Mississippi
$1.8M +$58.6K +317 +3%
TCA
1010
Transcend Capital Advisors
New Jersey
$1.79M +$24K +130 +1%
HCCM
1011
Hudson Canyon Capital Management
New York
$1.79M +$55.5K +300 +3%
QWM
1012
Quadcap Wealth Management
Texas
$1.79M -$74.7K -404 -4%
WCM
1013
Washburn Capital Management
Florida
$1.78M -$29.6K -160 -2%
AAS
1014
Ameritas Advisory Services
Nebraska
$1.78M +$40.9K +221 +2%
CAWM
1015
Capital Advisors Wealth Management
Washington
$1.78M +$52.5K +284 +3%
FHA
1016
Flagship Harbor Advisors
Massachusetts
$1.77M -$59.9K -324 -3%
SAG
1017
SageView Advisory Group
California
$1.77M -$130K -701 -6%
CA
1018
Claro Advisors
Massachusetts
$1.76M -$16.6K -90 -0.9%
EFMC
1019
Empire Financial Management Company
New York
$1.76M +$259K +1,398 +16%
SIG
1020
Sky Investment Group
Connecticut
$1.76M +$18.5K +100 +1%
MCI
1021
MRP Capital Investments
Georgia
$1.76M +$13.9K +75 +0.7%
OF
1022
Optimize Financial
California
$1.75M +$1.9M +10,276 New
PIA
1023
Perennial Investment Advisors
California
$1.74M -$2.4K -13 -0.1%
OIC
1024
Orion Investment Company
Missouri
$1.74M +$580K +3,134 +44%
WPC
1025
Wedmont Private Capital
Pennsylvania
$1.73M +$253K +1,369 +15%

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.