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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
GG
1576
Greenwood Gearhart
Arkansas
$442K
PCP
1577
Proficio Capital Partners
Massachusetts
$441K
RWMG
1578
Redwood Wealth Management Group
New Jersey
$441K
RAS
1579
RPS Advisory Solutions
Kentucky
$439K
TPI
1580
Trust Point Inc
Wisconsin
$438K
VP
1581
Verum Partners
North Carolina
$438K
TWM
1582
Trueblood Wealth Management
Ohio
$437K
CIM
1583
Contravisory Investment Management
Massachusetts
$436K
AWM
1584
Aviso Wealth Management
Washington
$435K
KP
1585
Keel Point
Alabama
$434K
SWRP
1586
Summit Wealth & Retirement Planning
California
$432K
RSWM
1587
Robertson Stephens Wealth Management
California
$429K
PCA
1588
Purkiss Capital Advisors
Connecticut
$427K
PWPS
1589
Pinnacle Wealth Planning Services
Ohio
$427K
FA
1590
Fiducient Advisors
Illinois
$427K
EFS
1591
Essex Financial Services
Connecticut
$426K
MWM
1592
Mattern Wealth Management
Kansas
$424K
BFG
1593
Bouchey Financial Group
New York
$423K
LPAM
1594
Lodestar Private Asset Management
California
$421K
CFP
1595
Cascade Financial Partners
California
$419K
CWM
1596
Cornerstone Wealth Management
Missouri
$419K
PWA
1597
Phoenix Wealth Advisors
North Carolina
$418K
1IA
1598
1620 Investment Advisors
Massachusetts
$417K
SFG
1599
Sterling Financial Group
California
$414K
MYIA
1600
Mount Yale Investment Advisors
Colorado
$413K