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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 %
KHCM
1601
Kirtland Hills Capital Management
Ohio
$411K +$411K +2,453 New
PWMAG
1602
Pinnacle Wealth Management Advisory Group
New Jersey
$411K +$7K +41 +2%
FMWA
1603
Forvis Mazars Wealth Advisors
Missouri
$410K +$197K +1,156 +93%
CIC
1604
Carnegie Investment Counsel
Ohio
$410K +$46.4K +303 +13%
CP
1605
Clarendon Private
Massachusetts
$410K -$102K -595 -20%
NAMP
1606
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$410K
F4L
1607
Fortune 45 LLC
Louisiana
$409K +$409K +2,399 New
VBCG
1608
Valley Brook Capital Group
Pennsylvania
$409K +$121K +708 +42%
ANTB
1609
AMG National Trust Bank
Colorado
$408K -$6.83K -40 -2%
JWM
1610
Jessup Wealth Management
Ohio
$408K
OIA
1611
Optimum Investment Advisors
Illinois
$408K
APA
1612
Astoria Portfolio Advisors
New York
$407K +$104K +620 +35%
HIM
1613
Hanlon Investment Management
New Jersey
$401K -$51.4K -301 -11%
VCA
1614
Verdence Capital Advisors
Maryland
$394K -$88.1K -516 -18%
CCM
1615
Crew Capital Management
Ohio
$394K +$9.73K +57 +3%
CWA
1616
Clarity Wealth Advisors
California
$393K -$6.48K -38 -2%
CFSG
1617
Clark Financial Services Group
Missouri
$393K +$393K +2,302 New
FWP
1618
FAS Wealth Partners
Kansas
$392K +$1.71K +10 +0.4%
MA
1619
MBA Advisors
Pennsylvania
$392K +$51.2K +300 +15%
AAM
1620
Aureus Asset Management
Massachusetts
$392K
AL
1621
Aspiriant LLC
California
$391K +$39.8K +233 +11%
NERM
1622
New England Research & Management
Illinois
$391K +$183K +1,071 +88%
BIA
1623
Beacon Investment Advisors
Maryland
$390K +$35.3K +207 +10%
WMA
1624
Wealth Management Associates
New Jersey
$387K -$341 -2 -0.1%
PIWA
1625
Prevail Innovative Wealth Advisors
Kansas
$387K +$19.6K +115 +5%