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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 %
DI
1451
Diligent Investors
California
$570K -$15.4K -90 -3%
OCM
1452
One Capital Management
California
$569K +$35.5K +208 +7%
BCWM
1453
Bartlett & Co Wealth Management
Ohio
$568K +$5.8K +34 +1%
PL
1454
Plancorp LLC
Missouri
$566K +$218K +1,279 +63%
SMC
1455
Smith, Moore & Co
Missouri
$565K -$36.3K -213 -6%
SW
1456
StrongBox Wealth
Missouri
$563K +$563K +3,299 New
FMC
1457
First Merchants Corp
Indiana
$561K -$2.05K -12 -0.4%
JCIA
1458
Jackson Creek Investment Advisors
Colorado
$561K +$128K +749 +30%
SCA
1459
Sulzberger Capital Advisors
Florida
$560K -$283K -1,656 -34%
AA
1460
Alta Advisers
United Kingdom
$560K +$188K +1,100 +50%
RCA
1461
Ranch Capital Advisors
Florida
$559K +$29.7K +174 +6%
GSC
1462
G&S Capital
Colorado
$558K +$3.41K +20 +0.6%
TNA
1463
True North Advisors
Texas
$558K +$38.6K +226 +7%
EIP
1464
Epoch Investment Partners
New York
$557K -$727K -4,258 -57%
EPIME
1465
Evelyn Partners Investment Management (Europe)
$554K +$554K +2,727 New
IPAM
1466
Investment Partners Asset Management
New Jersey
$554K +$68.9K +404 +14%
RCA
1467
Roberts Capital Advisors
Colorado
$550K +$550K +3,226 New
AP
1468
Advisors Preferred
Maryland
$548K +$548K +3,200 New
WEG
1469
World Equity Group
Illinois
$547K -$326K -1,877 -37%
RMP
1470
Richards, Merrill & Peterson
Washington
$547K +$55.5K +325 +11%
SBWIC
1471
Schaper Benz & Wise Investment Counsel
Wisconsin
$546K +$21.8K +128 +4%
VWA
1472
Visionary Wealth Advisors
Illinois
$545K +$49.7K +291 +10%
CHAM
1473
Clear Harbor Asset Management
Connecticut
$544K +$544K +3,190 New
RDWM
1474
Red Door Wealth Management
Tennessee
$542K +$542K +3,179 New
CI
1475
Conning Inc
Connecticut
$542K +$58.5K +343 +12%