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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
TL
1326
Tradewinds LLC
North Carolina
$776K -$24.4K -132 -3%
PCG
1327
Prosperity Consulting Group
Maryland
$772K +$51K +276 +6%
TAP
1328
Tounjian Advisory Partners
Florida
$772K +$836K +4,522 New
LMKC
1329
L.M. Kohn & Company
Ohio
$768K +$134K +725 +19%
PVM
1330
Palogic Value Management
Texas
$768K
SPF
1331
South Plains Financial
Texas
$768K +$58.8K +318 +8%
FMTC
1332
Farmers & Merchants Trust Company
California
$766K +$29.4K +159 +4%
OWP
1333
Obermeyer Wealth Partners
Colorado
$764K +$256K +1,386 +45%
HWA
1334
Heartwood Wealth Advisors
Virginia
$764K +$10.2K +55 +1%
FMN
1335
Financial Management Network
California
$763K
RFO
1336
RiverGlades Family Offices
Florida
$761K -$7.77K -42 -0.9%
GCP
1337
GSA Capital Partners
United Kingdom
$758K +$518K +2,803 +171%
KIC
1338
Kensington Investment Counsel
California
$756K
CPIG
1339
Chicago Partners Investment Group
Illinois
$755K -$120K -647 -14%
SS
1340
Sunbelt Securities
Texas
$753K +$50.9K +275 +7%
GFPC
1341
Global Financial Private Client
Florida
$752K +$10.9K +59 +1%
LIM
1342
Leavell Investment Management
Alabama
$750K +$40.1K +217 +5%
WW
1343
Winnow Wealth
Texas
$748K +$153K +827 +23%
ITFISA
1344
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$748K -$179K -968 -18%
AWE
1345
Avidian Wealth Enterprises
Texas
$747K +$39.9K +216 +5%
PGWM
1346
Parisi Gray Wealth Management
New Jersey
$744K +$51K +276 +7%
AC
1347
AXQ Capital
New Jersey
$744K +$806K +4,359 New
NAS
1348
Nicolet Advisory Services
Wisconsin
$742K -$71K -384 -8%
BOJHT
1349
Bank of Jackson Hole Trust
Wyoming
$740K -$2.59K -14 -0.4%
BCA
1350
Bay Colony Advisors
Massachusetts
$739K -$828K -4,476 -51%

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.