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Palo Alto Networks

2,228 hedge funds and large institutions have $86.6B invested in Palo Alto Networks in 2025 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 1,050 increasing their positions, 744 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $93.7B → $86.6B (-$7.13B)

8% less funds holding in top 10

Funds holding in top 10: 7266 (-6)

44% less call options, than puts

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

Holders
2,228
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.15B
Puts
$5.6B
Net Calls
Net Calls Change

Top Buyers

1 +$866M
2 +$288M
3 +$263M
4
BlackRock
BlackRock
New York
+$165M
5
UBS AM
UBS AM
Illinois
+$162M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1301
Ransom Advisory
Rhode Island
$793K
DIA
1302
Dana Investment Advisors
Wisconsin
$792K
CASB
1303
Cape Ann Savings Bank
Massachusetts
$789K
TA
1304
TFG Advisers
Michigan
$787K
RBWA
1305
RFG - Bristol Wealth Advisors
Massachusetts
$787K
CJL
1306
Cyrus J. Lawrence
New York
$786K
BWP
1307
Balboa Wealth Partners
Arizona
$783K
TCBWMS
1308
Texas Capital Bank Wealth Management Services
Texas
$781K
GAA
1309
Green Alpha Advisors
Colorado
$780K
PW
1310
Paladin Wealth
Minnesota
$778K
WFC
1311
Western Financial Corp
California
$776K
TL
1312
Tradewinds LLC
North Carolina
$776K
PCG
1313
Prosperity Consulting Group
Maryland
$772K
TAP
1314
Tounjian Advisory Partners
Florida
$772K
LMKC
1315
L.M. Kohn & Company
Ohio
$768K
PVM
1316
Palogic Value Management
Texas
$768K
SPF
1317
South Plains Financial
Texas
$768K
FMTC
1318
Farmers & Merchants Trust Company
California
$766K
OWP
1319
Obermeyer Wealth Partners
Colorado
$764K
HWA
1320
Heartwood Wealth Advisors
Virginia
$764K
FMN
1321
Financial Management Network
California
$763K
RFO
1322
RiverGlades Family Offices
Florida
$761K
GCP
1323
GSA Capital Partners
United Kingdom
$758K
KIC
1324
Kensington Investment Counsel
California
$756K
CPIG
1325
Chicago Partners Investment Group
Illinois
$755K