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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 %
VW
1901
Veridan Wealth
Oregon
$225K +$3.24K +19 +1%
ABWM
1902
Alpine Bank Wealth Management
Colorado
$225K +$225K +1,320 New
CBTWT
1903
Community Bank & Trust (Waco, Texas)
Texas
$225K
OFW
1904
Omnia Family Wealth
Florida
$225K -$81.9K -480 -27%
CWM
1905
Centurion Wealth Management
Virginia
$225K
MWM
1906
Marion Wealth Management
Pennsylvania
$224K +$13.3K +78 +6%
MFT
1907
Moisand Fitzgerald Tamayo
Florida
$224K
SW
1908
Simplicity Wealth
New Jersey
$224K +$224K +1,312 New
GC
1909
Grimes & Company
Massachusetts
$224K +$11.3K +66 +5%
AG
1910
AmeriFlex Group
Nevada
$223K +$47.1K +276 +27%
CWP
1911
Capital Wealth Planning
Florida
$222K +$222K +1,301 New
FA
1912
Fountainhead AM
New Jersey
$222K +$222K +1,301 New
PA
1913
Promethium Advisors
Maryland
$222K
O3W
1914
Omni 360 Wealth
New Jersey
$221K +$221K +1,298 New
PAG
1915
Poinciana Advisors Group
Florida
$221K +$221K +1,295 New
MHC
1916
May Hill Capital
Massachusetts
$221K +$14.2K +83 +7%
WWM
1917
Wagner Wealth Management
South Carolina
$220K +$5.63K +33 +3%
GDP
1918
Great Diamond Partners
Maine
$220K -$22.7K -133 -9%
MAM
1919
Martingale Asset Management
Massachusetts
$219K -$1.71K -10 -0.8%
DI
1920
Disciplined Investors
Texas
$219K -$20K -117 -8%
LGG
1921
Luts & Greenleigh Group
Maryland
$219K -$1.02K -6 -0.5%
CFA
1922
Capstone Financial Advisors
Illinois
$219K -$17.2K -101 -7%
WCM
1923
Wedge Capital Management
North Carolina
$219K +$3.93K +23 +2%
BPW
1924
Bingham Private Wealth
California
$218K -$853 -5 -0.4%
4WM
1925
49 Wealth Management
Texas
$218K -$2.39K -14 -1%