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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 %
PFA
1476
Plotkin Financial Advisors
Maryland
$539K +$150K +881 +39%
FDS
1477
First Dallas Securities
Texas
$539K -$188K -1,100 -26%
GGS
1478
Galvin Gaustad & Stein
Arizona
$538K -$51.2K -300 -9%
SC
1479
Syon Capital
California
$536K +$249K +1,460 +87%
CCAM
1480
Cascades Capital Asset Management
North Carolina
$536K -$99.8K -585 -16%
BWM
1481
BankPlus Wealth Management
Mississippi
$535K -$20.3K -119 -4%
FA
1482
Fiduciary Alliance
South Carolina
$534K +$3.75K +22 +0.7%
RB
1483
Renasant Bank
Mississippi
$532K +$14K +82 +3%
PP
1484
PDS Planning
Ohio
$530K +$88.2K +517 +20%
KDA
1485
Kraft Davis & Associates
Missouri
$530K -$5.55K -34 -1%
SWA
1486
Sax Wealth Advisors
New Jersey
$530K +$1.54K +9 +0.3%
BOTPPF
1487
Board of the Pension Protection Fund
United Kingdom
$529K -$427K -2,500 -45%
DWM
1488
Destination Wealth Management
California
$529K +$529K +3,100 New
TA
1489
TFB Advisors
Kansas
$526K +$9.9K +58 +2%
GBWM
1490
Granite Bay Wealth Management
New Hampshire
$525K -$5.12K -30 -1%
EA
1491
Everpar Advisors
Oklahoma
$525K -$59.4K -348 -10%
EWP
1492
Elevation Wealth Partners
California
$524K -$9.22K -54 -2%
WCM
1493
WealthBridge Capital Management
Ohio
$523K +$10.4K +61 +2%
HCM
1494
Howland Capital Management
Massachusetts
$522K +$103K +606 +25%
ADL
1495
Asset Dedication LLC
California
$521K -$2.05K -12 -0.4%
WCM
1496
Windward Capital Management
California
$521K -$114K -668 -18%
CPW
1497
Catalyst Private Wealth
California
$520K
DIM
1498
Delta Investment Management
California
$519K +$92.8K +544 +22%
MFA
1499
Mayflower Financial Advisors
Massachusetts
$519K +$171 +1 +0%
RIA
1500
Regal Investment Advisors
Michigan
$515K -$195K -1,142 -27%