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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
CIA
1401
Cladis Investment Advisory
Montana
$640K
TSWM
1402
Tyler-Stone Wealth Management
Ohio
$638K
SW
1403
SlateStone Wealth
Florida
$638K
FUBT
1404
First United Bank & Trust
Maryland
$638K
PFW
1405
Petros Family Wealth
Minnesota
$637K
BWA
1406
Bestgate Wealth Advisors
Maryland
$635K
SIA
1407
Soltis Investment Advisors
Utah
$633K
JCM
1408
Jacobi Capital Management
Pennsylvania
$633K
EWM
1409
Elmwood Wealth Management
California
$631K
CMTU
1410
Capital Markets Trading (UK)
United Kingdom
$630K
WDA
1411
Wendell David Associates
New Hampshire
$628K
IA
1412
IFG Advisors
Missouri
$624K
BOS
1413
Bank of Stockton
California
$621K
ACM
1414
Argent Capital Management
Missouri
$618K
AWA
1415
Aaron Wealth Advisors
Illinois
$618K
PFBT
1416
Parkside Financial Bank & Trust
Missouri
$616K
PIN
1417
Prudent Investors Network
California
$614K
DQRIM
1418
Dale Q Rice Investment Management
Washington
$614K
SDIC
1419
South Dakota Investment Council
South Dakota
$614K
CF
1420
Convergence Financial
Missouri
$613K
AWM
1421
Aprio Wealth Management
Georgia
$611K
CFD
1422
Creative Financial Designs
Indiana
$611K
SSWM
1423
Sheets Smith Wealth Management
North Carolina
$609K
CA
1424
CV Advisors
Florida
$608K
HBWM
1425
Hollow Brook Wealth Management
New York
$607K