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Palo Alto Networks

2,228 hedge funds and large institutions have $86.6B invested in Palo Alto Networks in 2025 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 1,050 increasing their positions, 744 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $93.7B → $86.6B (-$7.13B)

8% less funds holding in top 10

Funds holding in top 10: 7266 (-6)

44% less call options, than puts

Call options by funds: $3.15B | Put options by funds: $5.6B

Holders
2,228
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.15B
Puts
$5.6B
Net Calls
Net Calls Change

Top Buyers

1 +$866M
2 +$288M
3 +$263M
4
BlackRock
BlackRock
New York
+$165M
5
UBS AM
UBS AM
Illinois
+$162M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1376
Pines Wealth Management
North Carolina
$672K
SMA
1377
Sage Mountain Advisors
Georgia
$671K
SMAM
1378
Sugar Maple Asset Management
Wisconsin
$671K
AO
1379
Advisor OS
Illinois
$670K
BCM
1380
Boltwood Capital Management
California
$668K
OAM
1381
Oxford Asset Management
United Kingdom
$668K
V
1382
VeraBank
Texas
$667K
AFP
1383
Ausdal Financial Partners
Iowa
$666K
BTI
1384
Blue Trust Inc
Georgia
$665K
LI
1385
LRI Investments
Florida
$664K
BFF
1386
Byrne Financial Freedom
Massachusetts
$663K
GC
1387
GFG Capital
Florida
$662K
WPC
1388
Waters Parkerson & Co
Louisiana
$660K
IRAG
1389
Investment Research & Advisory Group
Georgia
$660K
PPWM
1390
Paragon Private Wealth Management
Kentucky
$656K
LWCFA
1391
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$655K
SWP
1392
Semus Wealth Partners
Florida
$654K
CC
1393
Callan Capital
California
$654K
IHL
1394
Investment House LLC
California
$654K
GIP
1395
Granite Investment Partners
California
$651K
SC
1396
Sierra Capital
Florida
$651K
GIM
1397
Groesbeck Investment Management
New Jersey
$650K
EWM
1398
Evercore Wealth Management
New York
$646K
SFG
1399
Shum Financial Group
California
$645K
GWMR
1400
GC Wealth Management RIA
Massachusetts
$641K