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Palo Alto Networks

2,228 hedge funds and large institutions have $86.6B invested in Palo Alto Networks in 2025 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 1,050 increasing their positions, 744 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $93.7B → $86.6B (-$7.13B)

8% less funds holding in top 10

Funds holding in top 10: 7266 (-6)

44% less call options, than puts

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

Holders
2,228
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.15B
Puts
$5.6B
Net Calls
Net Calls Change

Top Buyers

1 +$866M
2 +$288M
3 +$263M
4
BlackRock
BlackRock
New York
+$165M
5
UBS AM
UBS AM
Illinois
+$162M
Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
1476
Clear Harbor Asset Management
Connecticut
$544K
RDWM
1477
Red Door Wealth Management
Tennessee
$542K
CI
1478
Conning Inc
Connecticut
$542K
PFA
1479
Plotkin Financial Advisors
Maryland
$539K
FDS
1480
First Dallas Securities
Texas
$539K
GGS
1481
Galvin Gaustad & Stein
Arizona
$538K
SC
1482
Syon Capital
California
$536K
CCAM
1483
Cascades Capital Asset Management
North Carolina
$536K
BWM
1484
BankPlus Wealth Management
Mississippi
$535K
FA
1485
Fiduciary Alliance
South Carolina
$534K
RB
1486
Renasant Bank
Mississippi
$532K
PP
1487
PDS Planning
Ohio
$530K
KDA
1488
Kraft Davis & Associates
Missouri
$530K
SWA
1489
Sax Wealth Advisors
New Jersey
$530K
BOTPPF
1490
Board of the Pension Protection Fund
United Kingdom
$529K
DWM
1491
Destination Wealth Management
California
$529K
TA
1492
TFB Advisors
Kansas
$526K
GBWM
1493
Granite Bay Wealth Management
New Hampshire
$525K
EA
1494
Everpar Advisors
Oklahoma
$525K
EWP
1495
Elevation Wealth Partners
California
$524K
WCM
1496
WealthBridge Capital Management
Ohio
$523K
HCM
1497
Howland Capital Management
Massachusetts
$522K
ADL
1498
Asset Dedication LLC
California
$521K
WCM
1499
Windward Capital Management
California
$521K
CPW
1500
Catalyst Private Wealth
California
$520K