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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 %
FUBT
1401
First United Bank & Trust
Maryland
$638K +$90.4K +530 +17%
PFW
1402
Petros Family Wealth
Minnesota
$637K +$92.8K +544 +17%
BWA
1403
Bestgate Wealth Advisors
Maryland
$635K
SIA
1404
Soltis Investment Advisors
Utah
$633K +$434K +2,546 +219%
JCM
1405
Jacobi Capital Management
Pennsylvania
$633K +$27.5K +161 +5%
EWM
1406
Elmwood Wealth Management
California
$631K +$161K +945 +34%
CMTU
1407
Capital Markets Trading (UK)
United Kingdom
$630K +$54.6K +320 +9%
WDA
1408
Wendell David Associates
New Hampshire
$628K
IA
1409
IFG Advisors
Missouri
$624K +$35K +205 +6%
BOS
1410
Bank of Stockton
California
$621K +$13.3K +78 +2%
ACM
1411
Argent Capital Management
Missouri
$618K
AWA
1412
Aaron Wealth Advisors
Illinois
$618K +$46.6K +273 +8%
PFBT
1413
Parkside Financial Bank & Trust
Missouri
$616K +$26.3K +154 +4%
DQRIM
1414
Dale Q Rice Investment Management
Washington
$614K
PIN
1415
Prudent Investors Network
California
$614K
SDIC
1416
South Dakota Investment Council
South Dakota
$614K
CF
1417
Convergence Financial
Missouri
$613K +$365K +2,139 +147%
AWM
1418
Aprio Wealth Management
Georgia
$611K +$202K +1,181 +49%
CFD
1419
Creative Financial Designs
Indiana
$611K +$62.1K +364 +11%
SSWM
1420
Sheets Smith Wealth Management
North Carolina
$609K -$356K -2,084 -37%
CA
1421
CV Advisors
Florida
$608K +$28.3K +174 +5%
HBWM
1422
Hollow Brook Wealth Management
New York
$607K
5W
1423
5T Wealth
California
$606K -$17.9K -105 -3%
MCM
1424
McDonough Capital Management
Florida
$606K +$245K +1,433 +68%
SJIM
1425
St. Johns Investment Management
Florida
$605K +$538K +3,153 +808%