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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
SIA
1676
Schechter Investment Advisors
Michigan
$368K +$72.7K +393 +22%
AWM
1677
Avior Wealth Management
Nebraska
$366K +$267K +1,443 +206%
MEAC
1678
M.E. Allison & Co
Texas
$366K
FAM
1679
Flaharty Asset Management
Florida
$365K -$10.5K -57 -3%
SVCP
1680
Silicon Valley Capital Partners
California
$364K -$66.6K -360 -15%
NC
1681
NovaPoint Capital
Georgia
$363K +$45.9K +248 +13%
PWAM
1682
Private Wealth Asset Management
Iowa
$362K +$392K +2,119 New
OL
1683
Optas LLC
Texas
$361K +$15.3K +83 +4%
MW
1684
Marcum Wealth
Ohio
$361K -$20.2K -109 -5%
NWM
1685
Northwest Wealth Management
Iowa
$360K +$27.7K +150 +8%
WAM
1686
WNY Asset Management
New York
$360K -$37.4K -202 -9%
KFS
1687
Kaizen Financial Strategies
California
$358K -$18.5K -100 -5%
CFG
1688
Cooper Financial Group
California
$358K +$99.1K +536 +34%
CA
1689
Calton & Associates
Florida
$358K +$388K +2,100 New
SAM
1690
Strive Asset Management
Ohio
$358K +$55.3K +299 +17%
CIG
1691
Cascade Investment Group
Colorado
$358K +$7.77K +42 +2%
SCP
1692
Sivia Capital Partners
California
$357K +$136K +736 +54%
MWM
1693
Mindset Wealth Management
Indiana
$357K -$3.7K -20 -0.9%
LFS
1694
Legacy Financial Strategies
Kansas
$356K -$269K -1,456 -41%
CH
1695
Cromwell Holdings
Wyoming
$356K
1WA
1696
180 Wealth Advisors
Washington
$354K -$10.2K -55 -3%
VWM
1697
Vigilare Wealth Management
Arizona
$353K
MIA
1698
MeadowBrook Investment Advisors
Michigan
$351K -$51.8K -280 -12%
AG
1699
AIA Group
Hong Kong
$350K -$162K -874 -30%
BWP
1700
Burling Wealth Partners
Illinois
$348K

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.