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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
JCIA
1476
Jackson Creek Investment Advisors
Colorado
$561K +$139K +749 +30%
SCA
1477
Sulzberger Capital Advisors
Florida
$560K -$306K -1,656 -34%
AA
1478
Alta Advisers
United Kingdom
$560K +$203K +1,100 +50%
RCA
1479
Ranch Capital Advisors
Florida
$559K +$32.2K +174 +6%
GSC
1480
G&S Capital
Colorado
$558K +$3.7K +20 +0.6%
TNA
1481
True North Advisors
Texas
$558K +$41.8K +226 +7%
EIP
1482
Epoch Investment Partners
New York
$557K -$787K -4,258 -57%
IPAM
1483
Investment Partners Asset Management
New Jersey
$554K +$74.7K +404 +14%
EPIME
1484
Evelyn Partners Investment Management (Europe)
$554K +$66.8K +361 +13%
RCA
1485
Roberts Capital Advisors
Colorado
$550K +$597K +3,226 New
AP
1486
Advisors Preferred
Maryland
$548K +$592K +3,200 New
WEG
1487
World Equity Group
Illinois
$547K -$347K -1,877 -37%
RMP
1488
Richards, Merrill & Peterson
Washington
$547K +$60.1K +325 +11%
UWS
1489
Unique Wealth Strategies
Illinois
$546K +$592K +3,202 New
SBWIC
1490
Schaper Benz & Wise Investment Counsel
Wisconsin
$546K +$23.7K +128 +4%
VWA
1491
Visionary Wealth Advisors
Illinois
$545K +$53.8K +291 +10%
CHAM
1492
Clear Harbor Asset Management
Connecticut
$544K +$590K +3,190 New
RDWM
1493
Red Door Wealth Management
Tennessee
$542K +$588K +3,179 New
CI
1494
Conning Inc
Connecticut
$542K +$63.4K +343 +12%
PFA
1495
Plotkin Financial Advisors
Maryland
$539K +$163K +881 +39%
FDS
1496
First Dallas Securities
Texas
$539K -$203K -1,100 -26%
GGS
1497
Galvin Gaustad & Stein
Arizona
$538K -$55.5K -300 -9%
SC
1498
Syon Capital
California
$536K +$270K +1,460 +87%
CCAM
1499
Cascades Capital Asset Management
North Carolina
$536K -$108K -585 -16%
BWM
1500
BankPlus Wealth Management
Mississippi
$535K -$22K -119 -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.