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Palo Alto Networks

2,257 hedge funds and large institutions have $88B invested in Palo Alto Networks in 2025 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 1,063 increasing their positions, 756 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 1,063 | Existing positions reduced: 756

2% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 173

0.01% more ownership

Funds ownership: 77.89%77.91% (+0.01%)

2% less funds holding

Funds holding: 2,2922,257 (-35)

7% less capital invested

Capital invested by funds: $94.3B → $88B (-$6.35B)

7% less funds holding in top 10

Funds holding in top 10: 7267 (-5)

44% less call options, than puts

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

Holders
2,257
Holders Change
-35
Holders Change %
-1.53%
% of All Funds
30.26%
Holding in Top 10
67
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.94%
% of All Funds
0.9%
New
176
Increased
1,063
Reduced
756
Closed
173
Calls
$3.15B
Puts
$5.6B
Net Calls
-$2.45B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Change in
Stake
WDA
1426
Wendell David Associates
New Hampshire
$628K
IA
1427
IFG Advisors
Missouri
$624K +$37.9K +205 +6%
BOS
1428
Bank of Stockton
California
$621K +$14.4K +78 +2%
ACM
1429
Argent Capital Management
Missouri
$618K
AWA
1430
Aaron Wealth Advisors
Illinois
$618K +$50.5K +273 +8%
PFBT
1431
Parkside Financial Bank & Trust
Missouri
$616K +$28.5K +154 +4%
DQRIM
1432
Dale Q Rice Investment Management
Washington
$614K
PIN
1433
Prudent Investors Network
California
$614K
SDIC
1434
South Dakota Investment Council
South Dakota
$614K
CF
1435
Convergence Financial
Missouri
$613K +$396K +2,139 +147%
AWM
1436
Aprio Wealth Management
Georgia
$611K +$218K +1,181 +49%
CFD
1437
Creative Financial Designs
Indiana
$611K +$67.3K +364 +11%
SSWM
1438
Sheets Smith Wealth Management
North Carolina
$609K -$385K -2,084 -37%
CA
1439
CV Advisors
Florida
$608K +$32.2K +174 +5%
HBWM
1440
Hollow Brook Wealth Management
New York
$607K
5W
1441
5T Wealth
California
$606K -$19.4K -105 -3%
MCM
1442
McDonough Capital Management
Florida
$606K +$265K +1,433 +68%
SJIM
1443
St. Johns Investment Management
Florida
$605K +$583K +3,153 +808%
AW
1444
Alteri Wealth
California
$603K +$25.1K +136 +4%
FFA
1445
Founders Financial Alliance
North Carolina
$603K +$414K +2,237 +173%
IC
1446
Iconiq Capital
California
$600K +$183K +989 +39%
DIM
1447
DC Investments Management
Virginia
$599K +$650K +3,513 New
MFIM
1448
Mesirow Financial Investment Management
Illinois
$598K +$374K +2,021 +136%
BDFN
1449
Bond & Devick Financial Network
Minnesota
$598K +$318K +1,721 +97%
DDPIC
1450
Deroy & Devereaux Private Investment Counsel
Michigan
$595K -$18.5K -100 -3%

PANW Hedge Fund Activity: Q1 2025 in Review

2,257 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q1 2025, worth a combined $88B — down 6.7% from $94.3B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new PANW positions and 173 closed out — a net gain of 3 holders — while 1,063 added to existing stakes and 756 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $939M. The largest seller was Jennison Associates, cutting an estimated $1.06B.

  • 2,257 institutional investors held Palo Alto Networks (PANW) as of Q1 2025, down from 2,292 in Q4 2024.
  • Funds reported $88B of Palo Alto Networks stock for Q1 2025, down 6.7% quarter-over-quarter.
  • 176 funds opened new Palo Alto Networks positions in Q1 2025 and 173 closed out, a net change of +3 holders.
  • The largest Palo Alto Networks buyer in Q1 2025 was Fidelity Investments, an estimated $939M added.
  • The largest Palo Alto Networks seller in Q1 2025 was Jennison Associates, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2025.