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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 %
RAS
1576
RPS Advisory Solutions
Kentucky
$439K
TPI
1577
Trust Point Inc
Wisconsin
$438K -$195K -1,144 -31%
VP
1578
Verum Partners
North Carolina
$438K +$16.7K +98 +4%
TWM
1579
Trueblood Wealth Management
Ohio
$437K +$23.2K +136 +6%
CIM
1580
Contravisory Investment Management
Massachusetts
$436K +$2.9K +17 +0.7%
AWM
1581
Aviso Wealth Management
Washington
$435K -$388K -2,272 -47%
KP
1582
Keel Point
Alabama
$434K +$106K +619 +32%
SWRP
1583
Summit Wealth & Retirement Planning
California
$432K +$20.5K +120 +5%
RSWM
1584
Robertson Stephens Wealth Management
California
$429K -$70.6K -414 -14%
PCA
1585
Purkiss Capital Advisors
Connecticut
$427K
PWPS
1586
Pinnacle Wealth Planning Services
Ohio
$427K +$20.1K +118 +5%
FA
1587
Fiducient Advisors
Illinois
$427K -$10.9K -64 -2%
EFS
1588
Essex Financial Services
Connecticut
$426K -$80.5K -472 -16%
MWM
1589
Mattern Wealth Management
Kansas
$424K
BFG
1590
Bouchey Financial Group
New York
$423K -$15.9K -93 -4%
LPAM
1591
Lodestar Private Asset Management
California
$421K -$4.78K -28 -1%
CFP
1592
Cascade Financial Partners
California
$419K
CWM
1593
Cornerstone Wealth Management
Missouri
$419K +$48.6K +285 +13%
PWA
1594
Phoenix Wealth Advisors
North Carolina
$418K
1IA
1595
1620 Investment Advisors
Massachusetts
$417K -$51.7K -303 -11%
SFG
1596
Sterling Financial Group
California
$414K -$1.37K -8 -0.3%
MYIA
1597
Mount Yale Investment Advisors
Colorado
$413K +$28.5K +167 +7%
WWM
1598
Wolff Wiese Magana
California
$413K +$344K +2,018 +503%
GPFA
1599
Game Plan Financial Advisors
Ohio
$413K -$1.26M -7,407 -75%
LFA
1600
Legacy Financial Advisors
Kentucky
$412K +$54.3K +318 +15%