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Palo Alto Networks

2,227 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, 1,049 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
2,227
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
GCA
1901
Gradient Capital Advisors
California
$225K
WLIM
1902
White Lighthouse Investment Management
Massachusetts
$225K
SRC
1903
Shufro Rose & Co
New York
$225K
VW
1904
Veridan Wealth
Oregon
$225K
ABWM
1905
Alpine Bank Wealth Management
Colorado
$225K
CBTWT
1906
Community Bank & Trust (Waco, Texas)
Texas
$225K
OFW
1907
Omnia Family Wealth
Florida
$225K
CWM
1908
Centurion Wealth Management
Virginia
$225K
MWM
1909
Marion Wealth Management
Pennsylvania
$224K
MFT
1910
Moisand Fitzgerald Tamayo
Florida
$224K
SW
1911
Simplicity Wealth
New Jersey
$224K
GC
1912
Grimes & Company
Massachusetts
$224K
AG
1913
AmeriFlex Group
Nevada
$223K
FA
1914
Fountainhead AM
New Jersey
$222K
CWP
1915
Capital Wealth Planning
Florida
$222K
PA
1916
Promethium Advisors
Maryland
$222K
PAG
1917
Poinciana Advisors Group
Florida
$221K
MHC
1918
May Hill Capital
Massachusetts
$221K
WWM
1919
Wagner Wealth Management
South Carolina
$220K
GDP
1920
Great Diamond Partners
Maine
$220K
MAM
1921
Martingale Asset Management
Massachusetts
$219K
DI
1922
Disciplined Investors
Texas
$219K
LGG
1923
Luts & Greenleigh Group
Maryland
$219K
CFA
1924
Capstone Financial Advisors
Illinois
$219K
WCM
1925
Wedge Capital Management
North Carolina
$219K