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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
BIA
1626
Beacon Investment Advisors
Maryland
$390K
WMA
1627
Wealth Management Associates
New Jersey
$387K
PIWA
1628
Prevail Innovative Wealth Advisors
Kansas
$387K
JSC
1629
Jackson Square Capital
California
$386K
BOH
1630
Bank of Hawaii
Hawaii
$386K
CCMG
1631
Clark Capital Management Group
Pennsylvania
$386K
RA
1632
Rational Advisors
New York
$386K
AA
1633
Advisory Alpha
Michigan
$385K
WWM
1634
Whalen Wealth Management
Nevada
$385K
LA
1635
LM Advisors
California
$385K
PB
1636
Pinnacle Bancorp
Nebraska
$384K
CAG
1637
Csenge Advisory Group
Florida
$381K
HFS
1638
Howard Financial Services
Texas
$380K
TPCW
1639
TD Private Client Wealth
New York
$379K
CPA
1640
Capital Performance Advisors
California
$377K
KMWM
1641
Keudell/Morrison Wealth Management
Oregon
$376K
AA
1642
Ancora Advisors
Ohio
$374K
PFS
1643
Physicians Financial Services
North Carolina
$374K
NC
1644
Napatree Capital
Rhode Island
$374K
KOC
1645
Koss-Olinger Consulting
Florida
$373K
KFA
1646
Krane Funds Advisors
New York
$373K
WJWM
1647
Williams Jones Wealth Management
New York
$372K
ZIG
1648
Zullo Investment Group
Pennsylvania
$371K
LWL
1649
Leo Wealth LLC
Texas
$370K
OP
1650
ORG Partners
Indiana
$370K