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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 %
TA
1301
TFG Advisers
Michigan
$787K +$39.8K +233 +5%
RBWA
1302
RFG - Bristol Wealth Advisors
Massachusetts
$787K -$1.06M -6,192 -57%
CJL
1303
Cyrus J. Lawrence
New York
$786K -$13.8M -80,971 -95%
BWP
1304
Balboa Wealth Partners
Arizona
$783K -$32.1K -188 -4%
TCBWMS
1305
Texas Capital Bank Wealth Management Services
Texas
$781K +$781K +4,579 New
GAA
1306
Green Alpha Advisors
Colorado
$780K -$46.9K -275 -6%
PW
1307
Paladin Wealth
Minnesota
$778K +$72.2K +423 +10%
WFC
1308
Western Financial Corp
California
$776K -$56K -328 -7%
TL
1309
Tradewinds LLC
North Carolina
$776K -$22.5K -132 -3%
PCG
1310
Prosperity Consulting Group
Maryland
$772K +$47.1K +276 +6%
TAP
1311
Tounjian Advisory Partners
Florida
$772K +$772K +4,522 New
LMKC
1312
L.M. Kohn & Company
Ohio
$768K +$124K +725 +19%
PVM
1313
Palogic Value Management
Texas
$768K
SPF
1314
South Plains Financial
Texas
$768K +$54.3K +318 +8%
FMTC
1315
Farmers & Merchants Trust Company
California
$766K +$27.1K +159 +4%
OWP
1316
Obermeyer Wealth Partners
Colorado
$764K +$236K +1,386 +45%
HWA
1317
Heartwood Wealth Advisors
Virginia
$764K +$9.39K +55 +1%
FMN
1318
Financial Management Network
California
$763K
RFO
1319
RiverGlades Family Offices
Florida
$761K -$7.17K -42 -0.9%
GCP
1320
GSA Capital Partners
United Kingdom
$758K +$478K +2,803 +171%
KIC
1321
Kensington Investment Counsel
California
$756K
CPIG
1322
Chicago Partners Investment Group
Illinois
$755K -$122K -647 -14%
SS
1323
Sunbelt Securities
Texas
$753K +$46.9K +275 +7%
GFPC
1324
Global Financial Private Client
Florida
$752K +$10.1K +59 +1%
LIM
1325
Leavell Investment Management
Alabama
$750K +$37K +217 +5%