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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 %
CCM
1876
Cloud Capital Management
Washington
$235K +$235K +1,383 New
YP
1877
YANKCOM Partnership
South Dakota
$235K +$15.9K +93 +7%
GWM
1878
GSB Wealth Management
Connecticut
$233K +$5.8K +34 +3%
AP
1879
Atwood & Palmer
Missouri
$232K +$139K +816 +149%
PCS
1880
Personal CFO Solutions
New Jersey
$232K +$32.9K +193 +17%
PMG
1881
ProVise Management Group
Florida
$232K -$36.9K -216 -14%
TW
1882
Transform Wealth
Colorado
$232K -$48K -281 -17%
NFG
1883
Nadler Financial Group
Illinois
$231K +$30.4K +178 +15%
VCM
1884
Versant Capital Management
Arizona
$231K +$121K +707 +109%
AWG
1885
Altus Wealth Group
Colorado
$231K +$30.2K +177 +15%
AF
1886
Advisornet Financial
Minnesota
$231K +$72.2K +423 +45%
PFA
1887
Pure Financial Advisors
California
$230K +$30K +176 +15%
CWA
1888
Consilium Wealth Advisory
Texas
$229K +$4.1K +24 +2%
BHB
1889
Bank Hapoalim BM
Israel
$229K -$77.8K -456 -25%
JCM
1890
Jacobsen Capital Management
Utah
$229K +$4.95K +29 +2%
BFA
1891
Bill Few Associates
Pennsylvania
$228K
OWA
1892
Opal Wealth Advisors
New York
$228K +$853 +5 +0.4%
SAM
1893
Sequent Asset Management
Texas
$228K
DCM
1894
Dudley Capital Management
Virginia
$227K
BFIM
1895
Beese Fulmer Investment Management
Ohio
$226K +$226K +1,326 New
NCM
1896
Nelson Capital Management
California
$226K -$17.1K -100 -7%
EFSCE
1897
Enterprise Financial Services Corp (EFSC)
Missouri
$226K +$19.6K +115 +10%
GCA
1898
Gradient Capital Advisors
California
$225K -$45.4K -266 -17%
SRC
1899
Shufro Rose & Co
New York
$225K
WLIM
1900
White Lighthouse Investment Management
Massachusetts
$225K