PANW icon

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 %
MWA
1351
Meridian Wealth Advisors
Texas
$708K -$2.39K -14 -0.3%
MSFS
1352
Main Street Financial Solutions
Pennsylvania
$708K -$103K -606 -13%
RL
1353
Rogco LP
Oklahoma
$702K +$91.3K +535 +15%
AG
1354
Ascent Group
Virginia
$700K +$275K +1,609 +64%
NSAM
1355
North Star Asset Management
Wisconsin
$700K -$50.5K -296 -7%
NA
1356
Navellier & Associates
Nevada
$699K
KWA
1357
Kingswood Wealth Advisors
California
$698K -$47.3K -277 -6%
PCH
1358
PGIM Custom Harvest
New Jersey
$692K +$196K +1,150 +40%
SFC
1359
SYM Financial Corp
Indiana
$691K +$9.39K +55 +1%
LA
1360
Legacy Advisors
Pennsylvania
$690K +$65K +381 +10%
FWIA
1361
Fort Washington Investment Advisors
Ohio
$689K -$71.7K -420 -9%
FWM
1362
Fonville Wealth Management
Virginia
$688K -$13.5K -75 -2%
ICP
1363
Interchange Capital Partners
Pennsylvania
$684K +$2.22K +13 +0.3%
PI
1364
Parkside Investments
Illinois
$683K -$171K -1,000 -20%
LFA
1365
Lauterbach Financial Advisors
Texas
$683K
CFO
1366
Callan Family Office
Pennsylvania
$681K -$3.54M -20,727 -84%
CNBT
1367
Canandaigua National Bank & Trust
New York
$681K -$19.5K -114 -3%
AWM
1368
Ariadne Wealth Management
California
$680K +$19.1K +102 +3%
FFL
1369
Future Fund LLC
Illinois
$679K -$797K -4,671 -54%
OWA
1370
Outlook Wealth Advisors
Texas
$675K +$14.3K +84 +2%
TCMP
1371
Thrive Capital Management (Pennsylvania)
Pennsylvania
$675K +$675K +3,955 New
WDC
1372
Woodward Diversified Capital
California
$672K -$28.7K -168 -4%
PWM
1373
Pines Wealth Management
North Carolina
$672K +$20.7K +136 +3%
SMA
1374
Sage Mountain Advisors
Georgia
$671K +$10.2K +60 +2%
SMAM
1375
Sugar Maple Asset Management
Wisconsin
$671K -$127K -744 -16%