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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
JGUA
1701
John G. Ullman & Associates
New York
$334K
TC
1702
Trilogy Capital
California
$334K
AF
1703
Atala Financial
California
$333K
CA
1704
Crewe Advisors
Utah
$333K
CCM
1705
Cohen Capital Management
California
$332K
DWA
1706
Douglass Winthrop Advisors
New York
$332K
BWA
1707
BlueChip Wealth Advisors
Georgia
$332K
SMA
1708
Seven Mile Advisory
New Jersey
$331K
GAM
1709
Grandview Asset Management
Pennsylvania
$331K
FC
1710
Fairscale Capital
New Hampshire
$331K
FWA
1711
FSM Wealth Advisors
Ohio
$328K
AFM
1712
Armstrong Fleming & Moore
District of Columbia
$328K
BSC
1713
Brown Shipley & Co
United Kingdom
$328K
NCM
1714
NCM Capital Management
New Jersey
$328K
B
1715
Bellecapital
Switzerland
$327K
BG
1716
Bahl & Gaynor
Ohio
$326K
CCP
1717
Carmel Capital Partners
California
$326K
CWM
1718
Concentrum Wealth Management
California
$324K
PWM
1719
Prosperity Wealth Management
California
$323K
KFA
1720
Kelleher Financial Advisors
New York
$323K
BWM
1721
Baron Wealth Management
Michigan
$323K
EWAL
1722
Emergent Wealth Advisors, LLC
New York
$322K
KA
1723
Klingman & Associates
New York
$322K
CCA
1724
Conservest Capital Advisors
Pennsylvania
$321K
FB
1725
First Bancorp
Maine
$320K