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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 %
SIMG
1651
Sonora Investment Management Group
Arizona
$370K +$29.4K +172 +9%
LAM
1652
Lewis Asset Management
California
$370K +$171 +1 +0%
AF
1653
Apexium Financial
Texas
$369K +$2.56K +15 +0.7%
SIA
1654
Schechter Investment Advisors
Michigan
$368K +$67.1K +393 +22%
AWM
1655
Avior Wealth Management
Nebraska
$366K +$246K +1,443 +206%
MEAC
1656
M.E. Allison & Co
Texas
$366K
FAM
1657
Flaharty Asset Management
Florida
$365K -$9.73K -57 -3%
SVCP
1658
Silicon Valley Capital Partners
California
$364K -$62.2K -360 -15%
NC
1659
NovaPoint Capital
Georgia
$363K +$42.3K +248 +13%
PWAM
1660
Private Wealth Asset Management
Iowa
$362K +$362K +2,119 New
OL
1661
Optas LLC
Texas
$361K +$14.2K +83 +4%
MW
1662
Marcum Wealth
Ohio
$361K -$18.6K -109 -5%
NWM
1663
Northwest Wealth Management
Iowa
$360K +$25.6K +150 +8%
WAM
1664
WNY Asset Management
New York
$360K -$34.5K -202 -9%
KFS
1665
Kaizen Financial Strategies
California
$358K -$17.1K -100 -5%
CFG
1666
Cooper Financial Group
California
$358K +$91.5K +536 +34%
CA
1667
Calton & Associates
Florida
$358K +$358K +2,100 New
SAM
1668
Strive Asset Management
Ohio
$358K +$51K +299 +17%
CIG
1669
Cascade Investment Group
Colorado
$358K +$7.17K +42 +2%
SCP
1670
Sivia Capital Partners
California
$357K +$126K +736 +54%
MWM
1671
Mindset Wealth Management
Indiana
$357K -$3.41K -20 -0.9%
LFS
1672
Legacy Financial Strategies
Kansas
$356K -$248K -1,456 -41%
CH
1673
Cromwell Holdings
Wyoming
$356K
1WA
1674
180 Wealth Advisors
Washington
$354K -$9.39K -55 -3%
VWM
1675
Vigilare Wealth Management
Arizona
$353K