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Palo Alto Networks

2,257 hedge funds and large institutions have $88B invested in Palo Alto Networks in 2025 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 1,063 increasing their positions, 756 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 1,063 | Existing positions reduced: 756

2% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 173

0.01% more ownership

Funds ownership: 77.89%77.91% (+0.01%)

2% less funds holding

Funds holding: 2,2922,257 (-35)

7% less capital invested

Capital invested by funds: $94.3B → $88B (-$6.35B)

7% less funds holding in top 10

Funds holding in top 10: 7267 (-5)

44% less call options, than puts

Call options by funds: $3.15B | Put options by funds: $5.6B

Holders
2,257
Holders Change
-35
Holders Change %
-1.53%
% of All Funds
30.26%
Holding in Top 10
67
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.94%
% of All Funds
0.9%
New
176
Increased
1,063
Reduced
756
Closed
173
Calls
$3.15B
Puts
$5.6B
Net Calls
-$2.45B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1601
Aviso Wealth Management
Washington
$435K -$420K -2,272 -47%
KP
1602
Keel Point
Alabama
$434K +$114K +619 +32%
SWRP
1603
Summit Wealth & Retirement Planning
California
$432K +$22.2K +120 +5%
RSWM
1604
Robertson Stephens Wealth Management
California
$429K -$76.6K -414 -14%
PCA
1605
Purkiss Capital Advisors
Connecticut
$427K
PWPS
1606
Pinnacle Wealth Planning Services
Ohio
$427K +$21.8K +118 +5%
FA
1607
Fiducient Advisors
Illinois
$427K -$11.8K -64 -2%
EFS
1608
Essex Financial Services
Connecticut
$426K -$87.3K -472 -16%
MWM
1609
Mattern Wealth Management
Kansas
$424K
BFG
1610
Bouchey Financial Group
New York
$423K -$17.2K -93 -4%
LPAM
1611
Lodestar Private Asset Management
California
$421K -$5.18K -28 -1%
CFP
1612
Cascade Financial Partners
California
$419K
CWM
1613
Cornerstone Wealth Management
Missouri
$419K +$52.7K +285 +13%
PWA
1614
Phoenix Wealth Advisors
North Carolina
$418K
1IA
1615
1620 Investment Advisors
Massachusetts
$417K -$56K -303 -11%
SFG
1616
Sterling Financial Group
California
$414K -$1.48K -8 -0.3%
MYIA
1617
Mount Yale Investment Advisors
Colorado
$413K +$30.9K +167 +7%
WWM
1618
Wolff Wiese Magana
California
$413K +$373K +2,018 +503%
GPFA
1619
Game Plan Financial Advisors
Ohio
$413K -$1.37M -7,407 -75%
LFA
1620
Legacy Financial Advisors
Kentucky
$412K +$58.8K +318 +15%
KHCM
1621
Kirtland Hills Capital Management
Ohio
$411K +$454K +2,453 New
PWMAG
1622
Pinnacle Wealth Management Advisory Group
New Jersey
$411K +$7.58K +41 +2%
FMWA
1623
Forvis Mazars Wealth Advisors
Missouri
$410K +$214K +1,156 +93%
CIC
1624
Carnegie Investment Counsel
Ohio
$410K +$56K +303 +13%
CP
1625
Clarendon Private
Massachusetts
$410K -$110K -595 -20%

PANW Hedge Fund Activity: Q1 2025 in Review

2,257 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q1 2025, worth a combined $88B — down 6.7% from $94.3B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new PANW positions and 173 closed out — a net gain of 3 holders — while 1,063 added to existing stakes and 756 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $939M. The largest seller was Jennison Associates, cutting an estimated $1.06B.

  • 2,257 institutional investors held Palo Alto Networks (PANW) as of Q1 2025, down from 2,292 in Q4 2024.
  • Funds reported $88B of Palo Alto Networks stock for Q1 2025, down 6.7% quarter-over-quarter.
  • 176 funds opened new Palo Alto Networks positions in Q1 2025 and 173 closed out, a net change of +3 holders.
  • The largest Palo Alto Networks buyer in Q1 2025 was Fidelity Investments, an estimated $939M added.
  • The largest Palo Alto Networks seller in Q1 2025 was Jennison Associates, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2025.