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Palo Alto Networks

2,447 hedge funds and large institutions have $100B invested in Palo Alto Networks in 2026 Q1 according to their latest regulatory filings, with 257 funds opening new positions, 1,266 increasing their positions, 736 reducing their positions, and 278 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less call options, than puts

Call options by funds: $ | Put options by funds: $

8% less first-time investments, than exits

New positions opened: 257 | Existing positions closed: 278

3% less funds holding

Funds holding: 2,5162,447 (-69)

3.98% less ownership

Funds ownership: 80.83%76.85% (-4%)

Holders
2,447
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.49B
Puts
$3.76B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1351
Formidable Asset Management
Ohio
$975K
LC
1352
Lawood & Co
Pennsylvania
$974K
UIM
1353
Unified Investment Management
Georgia
$968K
SIM
1354
Samara Investment Management
Oregon
$966K
BFIM
1355
Beese Fulmer Investment Management
Ohio
$964K
IPWA
1356
International Private Wealth Advisors
California
$963K
GTAM
1357
Global Trust Asset Management
Florida
$959K
TCWA
1358
Turtle Creek Wealth Advisors
Texas
$958K
JWS
1359
Juncture Wealth Strategies
Arizona
$954K
BCM
1360
Becker Capital Management
Oregon
$954K
PPWP
1361
Premier Path Wealth Partners
New Jersey
$952K
TWP
1362
Triad Wealth Partners
Kansas
$952K
APP
1363
Avantax Planning Partners
Iowa
$949K
MA
1364
Montag & Associates
Georgia
$946K
SOAMC
1365
Spirit of America Management Corp
New York
$946K
BWA
1366
Blodgett Wealth Advisors
California
$946K
RIA
1367
Rhodes Investment Advisors
Texas
$944K
GGS
1368
Galvin Gaustad & Stein
Arizona
$942K
TWP
1369
Tyche Wealth Partners
Texas
$941K
DCU
1370
Dara Capital US
Florida
$939K
AC
1371
AlphaCore Capital
California
$938K
AWM
1372
Angeles Wealth Management
California
$936K
AMM
1373
American Money Management
California
$933K
BCM
1374
BluePath Capital Management
Georgia
$933K
PL
1375
Perpetual Ltd
Australia
$933K