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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
LJHT
1751
Laurie J. Hall Trustee
$300K
MAG
1752
M3 Advisory Group
Massachusetts
$300K
RIS
1753
Richmond Investment Services
Wisconsin
$299K
AWA
1754
AGH Wealth Advisors
Kansas
$297K
DIM
1755
DLK Investment Management
California
$296K
CA
1756
Continuum Advisory
Idaho
$296K
HFW
1757
Horizon Family Wealth
Illinois
$296K
PWA
1758
Prairie Wealth Advisors
Nebraska
$296K
MWAM
1759
Manhattan West Asset Management
California
$296K
SIG
1760
Sargent Investment Group
Maryland
$294K
TA
1761
TrueWealth Advisors
Alabama
$294K
CWC
1762
Carolinas Wealth Consulting
North Carolina
$294K
BCM
1763
Berbice Capital Management
New York
$294K
Kayne Anderson Rudnick Investment Management
1764
Kayne Anderson Rudnick Investment Management
California
$293K
WPW
1765
Watershed Private Wealth
Illinois
$292K
CAM
1766
Claret Asset Management
Quebec, Canada
$291K
CPRC
1767
Consolidated Portfolio Review Corp
New York
$290K
FFA
1768
Fi3 Financial Advisors
Indiana
$290K
AAMC
1769
Asset Allocation & Management Company
Illinois
$289K
CFS
1770
Commonwealth Financial Services
West Virginia
$289K
OL
1771
OneFund LLC
Florida
$289K
AI
1772
Accredited Investors
Minnesota
$289K
NHT
1773
New Hampshire Trust
New Hampshire
$288K
S
1774
Sunpointe
Missouri
$287K
EGA
1775
E&G Advisors
Texas
$287K