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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 %
CA
1701
Crewe Advisors
Utah
$333K -$32.3K -189 -9%
CCM
1702
Cohen Capital Management
California
$332K
DWA
1703
Douglass Winthrop Advisors
New York
$332K -$77.5K -454 -19%
BWA
1704
BlueChip Wealth Advisors
Georgia
$332K +$14.7K +86 +5%
SMA
1705
Seven Mile Advisory
New Jersey
$331K +$6.14K +36 +2%
GAM
1706
Grandview Asset Management
Pennsylvania
$331K
FC
1707
Fairscale Capital
New Hampshire
$331K +$18.8K +110 +6%
FWA
1708
FSM Wealth Advisors
Ohio
$328K +$120K +704 +58%
AFM
1709
Armstrong Fleming & Moore
District of Columbia
$328K +$328K +1,922 New
BSC
1710
Brown Shipley & Co
United Kingdom
$328K
NCM
1711
NCM Capital Management
New Jersey
$328K +$83.3K +488 +34%
B
1712
Bellecapital
Switzerland
$327K +$9.73K +57 +3%
BG
1713
Bahl & Gaynor
Ohio
$326K
CCP
1714
Carmel Capital Partners
California
$326K +$8.87K +52 +3%
CWM
1715
Concentrum Wealth Management
California
$324K -$93.2K -546 -22%
PWM
1716
Prosperity Wealth Management
California
$323K -$402K -2,357 -55%
KFA
1717
Kelleher Financial Advisors
New York
$323K -$336K -1,971 -51%
BWM
1718
Baron Wealth Management
Michigan
$323K +$110K +646 +52%
KA
1719
Klingman & Associates
New York
$322K +$22.7K +133 +8%
CCA
1720
Conservest Capital Advisors
Pennsylvania
$321K -$3.41K -20 -1%
FB
1721
First Bancorp
Maine
$320K -$6.83K -40 -2%
KRW
1722
Kaufman Rossin Wealth
Florida
$320K +$320K +1,877 New
GPWM
1723
Grant Private Wealth Management
California
$319K +$97.8K +573 +44%
SG
1724
StoneX Group
New York
$318K -$10.6K -62 -3%
HCA
1725
Heck Capital Advisors
Wisconsin
$316K +$316K +1,854 New