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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
RA
1651
Rational Advisors
New York
$386K -$29.8K -161 -7%
AA
1652
Advisory Alpha
Michigan
$385K +$75.3K +407 +22%
WWM
1653
Whalen Wealth Management
Nevada
$385K -$264K -1,425 -39%
LA
1654
LM Advisors
California
$385K +$38.3K +207 +10%
PB
1655
Pinnacle Bancorp
Nebraska
$384K +$48.1K +260 +13%
CAG
1656
Csenge Advisory Group
Florida
$381K +$9.8K +53 +2%
HFS
1657
Howard Financial Services
Texas
$380K +$6.84K +37 +2%
TPCW
1658
TD Private Client Wealth
New York
$379K +$13.7K +74 +3%
CPA
1659
Capital Performance Advisors
California
$377K +$193K +1,044 +90%
KMWM
1660
Keudell/Morrison Wealth Management
Oregon
$376K
AA
1661
Ancora Advisors
Ohio
$374K -$8.88K -48 -2%
PFS
1662
Physicians Financial Services
North Carolina
$374K
NC
1663
Napatree Capital
Rhode Island
$374K +$59.5K +322 +17%
KOC
1664
Koss-Olinger Consulting
Florida
$373K +$404K +2,186 New
KFA
1665
Krane Funds Advisors
New York
$373K +$184K +997 +84%
WJWM
1666
Williams Jones Wealth Management
New York
$372K
ZIG
1667
Zullo Investment Group
Pennsylvania
$371K +$2.77K +15 +0.7%
LWL
1668
Leo Wealth LLC
Texas
$370K -$577K -3,121 -59%
OP
1669
ORG Partners
Indiana
$370K +$25.5K +138 +7%
PD
1670
Planning Directions
Pennsylvania
$370K -$107K -576 -21%
MCM
1671
Manchester Capital Management
Vermont
$370K +$85.6K +463 +27%
HAS
1672
HBW Advisory Services
California
$370K -$8.69K -47 -2%
SIMG
1673
Sonora Investment Management Group
Arizona
$370K +$31.8K +172 +9%
LAM
1674
Lewis Asset Management
California
$370K +$185 +1 +0%
AF
1675
Apexium Financial
Texas
$369K +$2.77K +15 +0.7%

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.