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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
CPC
1351
Congress Park Capital
New York
$737K -$111K -600 -12%
GSEP
1352
Golden State Equity Partners
California
$734K -$11.1K -60 -1%
1IA
1353
1834 Investment Advisors
Wisconsin
$733K -$144K -779 -15%
VWM
1354
Valley Wealth Managers
New Jersey
$732K +$14.8K +80 +2%
TFA
1355
Trinity Financial Advisors
Ohio
$732K -$16.8K -91 -2%
CWM
1356
Cahaba Wealth Management
Georgia
$732K +$1.29K +7 +0.2%
FMLI
1357
Fukoku Mutual Life Insurance
Japan
$730K -$12.9K -70 -2%
SWA
1358
Strategies Wealth Advisors
Michigan
$729K +$135K +730 +21%
RWB
1359
RMR Wealth Builders
New Jersey
$725K +$14.4K +78 +2%
HI
1360
Harbour Investments
Wisconsin
$725K -$68.4K -370 -8%
SSWM
1361
Strait & Sound Wealth Management
California
$725K -$39.6K -214 -5%
OC
1362
Opinicus Capital
Florida
$722K +$35.9K +194 +5%
1W
1363
1776 Wealth
Georgia
$718K -$18.1K -98 -2%
BP
1364
BBR Partners
New York
$718K
AG
1365
AlTi Global
New York
$717K +$19.6K +106 +3%
SAM
1366
Smartleaf Asset Management
Massachusetts
$712K -$38.6K -209 -5%
BFM
1367
Boothbay Fund Management
New York
$710K +$543K +2,937 +240%
MWA
1368
Meridian Wealth Advisors
Texas
$708K -$2.59K -14 -0.3%
MSFS
1369
Main Street Financial Solutions
Pennsylvania
$708K -$112K -606 -13%
RL
1370
Rogco LP
Oklahoma
$702K +$98.9K +535 +15%
AG
1371
Ascent Group
Virginia
$700K +$298K +1,609 +64%
NSAM
1372
North Star Asset Management
Wisconsin
$700K -$54.7K -296 -7%
NA
1373
Navellier & Associates
Nevada
$699K
KWA
1374
Kingswood Wealth Advisors
California
$698K -$51.2K -277 -6%
PCH
1375
PGIM Custom Harvest
New Jersey
$692K +$213K +1,150 +40%

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.