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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
BWS
1551
Broadway Wealth Solutions
Texas
$471K
AWM
1552
Accurate Wealth Management
Florida
$471K
WMWM
1553
Whitaker-Myers Wealth Managers
Ohio
$470K
OFS
1554
OneAscent Financial Services
Alabama
$470K
CFP
1555
Catalyst Financial Partners
Massachusetts
$470K
LI
1556
Lafayette Investments
Maryland
$469K
SCM
1557
Stevens Capital Management
Pennsylvania
$467K
1WM
1558
1900 Wealth Management
Texas
$465K
NRI
1559
NFP Retirement Inc
California
$463K
CL
1560
CLG LLC
California
$463K
TAM
1561
Titleist Asset Management
Texas
$462K
NRD
1562
Nebula Research & Development
New York
$462K
BA
1563
Bridgewater Advisors
New York
$461K
NFP
1564
NorthLanding Financial Partners
New York
$461K
MA
1565
MJP Associates
Connecticut
$460K
FGA
1566
Fortis Group Advisors
New Jersey
$457K
GA
1567
Goldstein Advisors
Wisconsin
$457K
DWP
1568
Daymark Wealth Partners
Ohio
$457K
NRG
1569
Nemes Rush Group
Michigan
$455K
CCM
1570
Chilton Capital Management
Texas
$454K
SW
1571
SkyOak Wealth
Michigan
$454K
ET
1572
Equitable Trust
Tennessee
$454K
SGK
1573
Steigerwald Gordon & Koch
Virginia
$449K
RFS
1574
Richardson Financial Services
Massachusetts
$447K
RCAG
1575
Rehmann Capital Advisory Group
Michigan
$446K