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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 %
BB
1526
Berkshire Bank
Massachusetts
$492K -$16.4K -96 -3%
BCG
1527
BayBridge Capital Group
California
$491K +$276K +1,620 +129%
FFWA
1528
FRG Family Wealth Advisors
Washington
$491K
SCM
1529
Saxony Capital Management
Missouri
$490K -$102K -596 -17%
RRA
1530
Round Rock Advisors
Connecticut
$490K +$156K +915 +47%
GIA
1531
Guyasuta Investment Advisors
Pennsylvania
$490K -$11.3K -66 -2%
ALAM
1532
Asahi Life Asset Management
Japan
$490K +$490K +2,870 New
IWA
1533
Icon Wealth Advisors
Texas
$488K +$134K +784 +38%
WPWM
1534
Western Pacific Wealth Management
Illinois
$486K -$70.3K -412 -13%
EFG
1535
Elm3 Financial Group
Georgia
$484K -$24.4K -143 -5%
SC
1536
SouthState Corp
Florida
$481K +$176K +1,034 +58%
WW
1537
Westshore Wealth
California
$481K -$51.2K -300 -10%
CH
1538
Canton Hathaway
Rhode Island
$479K +$479K +2,810 New
CD
1539
Chapin Davis
Maryland
$478K +$208K +1,219 +77%
PA
1540
Prossimo Advisors
California
$478K
BW
1541
BIP Wealth
Georgia
$478K +$6.66K +39 +1%
MMCM
1542
Murphy & Mullick Capital Management
New York
$477K +$3.41K +20 +0.7%
OFS
1543
Orrstown Financial Services
Pennsylvania
$475K +$135K +794 +40%
FCT
1544
First Community Trust
Iowa
$475K
LAM
1545
L2 Asset Management
Massachusetts
$474K +$45.2K +265 +11%
CSD
1546
Clear Street Derivatives
New York
$472K +$472K +2,766 New
HI
1547
Hudock Inc
Pennsylvania
$472K +$33.3K +195 +8%
BWS
1548
Broadway Wealth Solutions
Texas
$471K -$15.9K -93 -3%
AWM
1549
Accurate Wealth Management
Florida
$471K +$42.8K +254 +10%
WMWM
1550
Whitaker-Myers Wealth Managers
Ohio
$470K +$69.3K +406 +17%