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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 %
AO
1376
Advisor OS
Illinois
$670K +$6.83K +40 +1%
BCM
1377
Boltwood Capital Management
California
$668K -$25.8K -151 -4%
OAM
1378
Oxford Asset Management
United Kingdom
$668K +$668K +3,912 New
V
1379
VeraBank
Texas
$667K -$31.7K -186 -5%
AFP
1380
Ausdal Financial Partners
Iowa
$666K -$96.8K -567 -13%
BTI
1381
Blue Trust Inc
Georgia
$665K +$2.39K +14 +0.4%
LI
1382
LRI Investments
Florida
$664K +$263K +1,544 +66%
BFF
1383
Byrne Financial Freedom
Massachusetts
$663K +$34.1K +200 +5%
GC
1384
GFG Capital
Florida
$662K -$14.2K -83 -2%
WPC
1385
Waters Parkerson & Co
Louisiana
$660K
IRAG
1386
Investment Research & Advisory Group
Georgia
$660K +$2.22K +13 +0.3%
PPWM
1387
Paragon Private Wealth Management
Kentucky
$656K +$109K +641 +20%
LWCFA
1388
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$655K
SWP
1389
Semus Wealth Partners
Florida
$654K -$8.19K -48 -1%
CC
1390
Callan Capital
California
$654K +$103K +604 +19%
IHL
1391
Investment House LLC
California
$654K +$13.7K +80 +2%
GIP
1392
Granite Investment Partners
California
$651K
SC
1393
Sierra Capital
Florida
$651K +$6.83K +40 +1%
GIM
1394
Groesbeck Investment Management
New Jersey
$650K
EWM
1395
Evercore Wealth Management
New York
$646K -$17.7K -104 -3%
SFG
1396
Shum Financial Group
California
$645K +$39.8K +233 +7%
GWMR
1397
GC Wealth Management RIA
Massachusetts
$641K +$20K +117 +3%
CIA
1398
Cladis Investment Advisory
Montana
$640K -$1.71K -10 -0.3%
TSWM
1399
Tyler-Stone Wealth Management
Ohio
$638K +$341K +1,999 +115%
SW
1400
SlateStone Wealth
Florida
$638K