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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 %
AW
1426
Alteri Wealth
California
$603K +$23.2K +136 +4%
FFA
1427
Founders Financial Alliance
North Carolina
$603K +$382K +2,237 +173%
IC
1428
Iconiq Capital
California
$600K +$169K +989 +39%
DIM
1429
DC Investments Management
Virginia
$599K +$599K +3,513 New
MFIM
1430
Mesirow Financial Investment Management
Illinois
$598K +$345K +2,021 +136%
BDFN
1431
Bond & Devick Financial Network
Minnesota
$598K +$294K +1,721 +97%
DDPIC
1432
Deroy & Devereaux Private Investment Counsel
Michigan
$595K -$17.1K -100 -3%
MW
1433
Maia Wealth
Colorado
$594K -$9.35K -55 -2%
NL
1434
NWAM LLC
Washington
$594K -$82.4K -483 -12%
OWMIAS
1435
One Wealth Management Investment & Advisory Services
Florida
$594K +$28.3K +166 +5%
FAFN
1436
First Affirmative Financial Network
Colorado
$594K -$8.19K -48 -1%
BFIC
1437
Bedell Frazier Investment Counselling
California
$593K -$59K -346 -9%
GSIAS
1438
Garden State Investment Advisory Services
New Jersey
$593K -$21.7K -127 -4%
FFM
1439
Forum Financial Management
Illinois
$593K +$3.41K +20 +0.6%
USCWA
1440
U.S. Capital Wealth Advisors
Texas
$592K -$765K -4,483 -56%
LCM
1441
Leisure Capital Management
California
$592K
PWP
1442
Perfromance Wealth Partners
Illinois
$591K -$9.56K -56 -2%
EA
1443
Emerald Advisers
Pennsylvania
$591K -$298K -1,745 -34%
CAL
1444
Capital Analysts LLC
Pennsylvania
$590K +$32.6K +191 +6%
APP
1445
Avantax Planning Partners
Iowa
$585K +$585K +3,429 New
PFT
1446
Providence First Trust
Arizona
$582K
KCM
1447
Kathmere Capital Management
Pennsylvania
$582K +$130K +761 +29%
ACG
1448
Allen Capital Group
Nebraska
$580K +$47.4K +278 +9%
CWA
1449
Cura Wealth Advisors
Illinois
$580K +$205K +1,200 +55%
1CP
1450
17 Capital Partners
Arizona
$577K +$34.1K +200 +6%