PANW icon

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 %
DIM
1751
DLK Investment Management
California
$296K +$341 +2 +0.1%
CA
1752
Continuum Advisory
Idaho
$296K +$11.6K +68 +4%
HFW
1753
Horizon Family Wealth
Illinois
$296K +$29.5K +173 +11%
PWA
1754
Prairie Wealth Advisors
Nebraska
$296K +$4.27K +25 +1%
MWAM
1755
Manhattan West Asset Management
California
$296K +$26.8K +157 +10%
SIG
1756
Sargent Investment Group
Maryland
$294K +$45.2K +265 +18%
TA
1757
TrueWealth Advisors
Alabama
$294K +$294K +1,723 New
CWC
1758
Carolinas Wealth Consulting
North Carolina
$294K -$17.6K -103 -6%
BCM
1759
Berbice Capital Management
New York
$294K +$6.83K +40 +2%
Kayne Anderson Rudnick Investment Management
1760
Kayne Anderson Rudnick Investment Management
California
$293K +$141K +829 +93%
WPW
1761
Watershed Private Wealth
Illinois
$292K -$2.39K -14 -0.8%
CAM
1762
Claret Asset Management
Quebec, Canada
$291K +$170 +1 +0.1%
CPRC
1763
Consolidated Portfolio Review Corp
New York
$290K -$4.78K -28 -2%
FFA
1764
Fi3 Financial Advisors
Indiana
$290K -$364K -2,131 -56%
AAMC
1765
Asset Allocation & Management Company
Illinois
$289K
CFS
1766
Commonwealth Financial Services
West Virginia
$289K +$21.8K +128 +8%
OL
1767
OneFund LLC
Florida
$289K -$3.75K -22 -1%
AI
1768
Accredited Investors
Minnesota
$289K -$1.02K -6 -0.4%
NHT
1769
New Hampshire Trust
New Hampshire
$288K -$7.68K -45 -3%
S
1770
Sunpointe
Missouri
$287K +$3.24K +19 +1%
EGA
1771
E&G Advisors
Texas
$287K
CNBTD
1772
Citizens National Bank Trust Department
Mississippi
$286K +$13K +76 +5%
CP
1773
Canopy Partners
Ohio
$286K +$4.1K +24 +1%
JCM
1774
J2 Capital Management
Michigan
$285K +$5.8K +34 +2%
FCM
1775
Fourpath Capital Management
Oklahoma
$284K -$4.95K -29 -2%