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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
MW
1451
Maia Wealth
Colorado
$594K -$10.2K -55 -2%
NL
1452
NWAM LLC
Washington
$594K -$89.3K -483 -12%
OWMIAS
1453
One Wealth Management Investment & Advisory Services
Florida
$594K +$30.7K +166 +5%
FAFN
1454
First Affirmative Financial Network
Colorado
$594K -$8.88K -48 -1%
BFIC
1455
Bedell Frazier Investment Counselling
California
$593K -$64K -346 -9%
GSIAS
1456
Garden State Investment Advisory Services
New Jersey
$593K -$23.5K -127 -4%
FFM
1457
Forum Financial Management
Illinois
$593K +$3.7K +20 +0.6%
USCWA
1458
U.S. Capital Wealth Advisors
Texas
$592K -$829K -4,483 -56%
LCM
1459
Leisure Capital Management
California
$592K
PWP
1460
Perfromance Wealth Partners
Illinois
$591K -$10.4K -56 -2%
EA
1461
Emerald Advisers
Pennsylvania
$591K -$323K -1,745 -34%
CAL
1462
Capital Analysts LLC
Pennsylvania
$590K +$35.3K +191 +6%
APP
1463
Avantax Planning Partners
Iowa
$585K +$634K +3,429 New
PFT
1464
Providence First Trust
Arizona
$582K
KCM
1465
Kathmere Capital Management
Pennsylvania
$582K +$141K +761 +29%
ACG
1466
Allen Capital Group
Nebraska
$580K +$51.4K +278 +9%
CWA
1467
Cura Wealth Advisors
Illinois
$580K +$222K +1,200 +55%
1CP
1468
17 Capital Partners
Arizona
$577K +$37K +200 +6%
DI
1469
Diligent Investors
California
$570K -$16.6K -90 -3%
OCM
1470
One Capital Management
California
$569K +$38.5K +208 +7%
BCWM
1471
Bartlett & Co Wealth Management
Ohio
$568K +$6.29K +34 +1%
PL
1472
Plancorp LLC
Missouri
$566K +$237K +1,279 +63%
SMC
1473
Smith, Moore & Co
Missouri
$565K -$39.4K -213 -6%
SW
1474
StrongBox Wealth
Missouri
$563K +$610K +3,299 New
FMC
1475
First Merchants Corp
Indiana
$561K -$2.22K -12 -0.4%

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.