We are live on ! Find out more
PANW icon

Palo Alto Networks

2,257 hedge funds and large institutions have $88B invested in Palo Alto Networks in 2025 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 1,063 increasing their positions, 756 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 1,063 | Existing positions reduced: 756

2% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 173

0.01% more ownership

Funds ownership: 77.89%77.91% (+0.01%)

2% less funds holding

Funds holding: 2,2922,257 (-35)

7% less capital invested

Capital invested by funds: $94.3B → $88B (-$6.35B)

7% less funds holding in top 10

Funds holding in top 10: 7267 (-5)

44% less call options, than puts

Call options by funds: $3.15B | Put options by funds: $5.6B

Holders
2,257
Holders Change
-35
Holders Change %
-1.53%
% of All Funds
30.26%
Holding in Top 10
67
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.94%
% of All Funds
0.9%
New
176
Increased
1,063
Reduced
756
Closed
173
Calls
$3.15B
Puts
$5.6B
Net Calls
-$2.45B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
1926
Shufro Rose & Co
New York
$225K
WLIM
1927
White Lighthouse Investment Management
Massachusetts
$225K
VW
1928
Veridan Wealth
Oregon
$225K +$3.51K +19 +1%
ABWM
1929
Alpine Bank Wealth Management
Colorado
$225K +$244K +1,320 New
CBTWT
1930
Community Bank & Trust (Waco, Texas)
Texas
$225K
OFW
1931
Omnia Family Wealth
Florida
$225K -$88.8K -480 -27%
CWM
1932
Centurion Wealth Management
Virginia
$225K
MWM
1933
Marion Wealth Management
Pennsylvania
$224K +$14.4K +78 +6%
MFT
1934
Moisand Fitzgerald Tamayo
Florida
$224K
SW
1935
Simplicity Wealth
New Jersey
$224K +$243K +1,312 New
GC
1936
Grimes & Company
Massachusetts
$224K +$12.2K +66 +5%
AG
1937
AmeriFlex Group
Nevada
$223K +$51K +276 +27%
CWP
1938
Capital Wealth Planning
Florida
$222K +$241K +1,301 New
FA
1939
Fountainhead AM
New Jersey
$222K +$241K +1,301 New
PA
1940
Promethium Advisors
Maryland
$222K
PAG
1941
Poinciana Advisors Group
Florida
$221K +$239K +1,295 New
MHC
1942
May Hill Capital
Massachusetts
$221K +$15.3K +83 +7%
WWMSC
1943
Wagner Wealth Management (South Carolina)
South Carolina
$220K +$6.1K +33 +3%
GDP
1944
Great Diamond Partners
Maine
$220K -$24.6K -133 -9%
MAM
1945
Martingale Asset Management
Massachusetts
$219K -$1.85K -10 -0.8%
DI
1946
Disciplined Investors
Texas
$219K -$21.6K -117 -8%
LGG
1947
Luts & Greenleigh Group
Maryland
$219K -$1.11K -6 -0.5%
CFA
1948
Capstone Financial Advisors
Illinois
$219K -$18.7K -101 -7%
WCM
1949
Wedge Capital Management
North Carolina
$219K +$4.25K +23 +2%
BPW
1950
Bingham Private Wealth
California
$218K -$925 -5 -0.4%

PANW Hedge Fund Activity: Q1 2025 in Review

2,257 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q1 2025, worth a combined $88B — down 6.7% from $94.3B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new PANW positions and 173 closed out — a net gain of 3 holders — while 1,063 added to existing stakes and 756 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $939M. The largest seller was Jennison Associates, cutting an estimated $1.06B.

  • 2,257 institutional investors held Palo Alto Networks (PANW) as of Q1 2025, down from 2,292 in Q4 2024.
  • Funds reported $88B of Palo Alto Networks stock for Q1 2025, down 6.7% quarter-over-quarter.
  • 176 funds opened new Palo Alto Networks positions in Q1 2025 and 173 closed out, a net change of +3 holders.
  • The largest Palo Alto Networks buyer in Q1 2025 was Fidelity Investments, an estimated $939M added.
  • The largest Palo Alto Networks seller in Q1 2025 was Jennison Associates, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2025.