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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 %
SWM
1926
Shelton Wealth Management
Texas
$218K
PWM
1927
Palacios Wealth Management
Florida
$215K
AC
1928
AlphaCore Capital
California
$215K +$215K +1,260 New
BW
1929
BXM Wealth
Colorado
$215K +$215K +1,260 New
AC
1930
ASB Consultores
Florida
$215K -$158K -923 -42%
CI
1931
Ceera Investments
Texas
$215K +$1.37K +8 +0.6%
CCA
1932
Cooper Capital Advisors
California
$214K -$295K -1,728 -58%
LCS
1933
Levin Capital Strategies
New York
$213K +$213K +1,250 New
BTWM
1934
Brass Tax Wealth Management
Ohio
$213K
SIM
1935
Stratos Investment Management
Ohio
$212K +$212K +1,244 New
MCM
1936
M1 Capital Management
Michigan
$211K +$211K +1,239 New
ML
1937
McAdam LLC
Pennsylvania
$211K +$211K +1,235 New
LA
1938
Latitude Advisors
Florida
$211K -$21.5K -126 -9%
FWA
1939
Flagship Wealth Advisors
Massachusetts
$211K
FSA
1940
Financial Sense Advisors
California
$211K +$211K +1,234 New
LCGC
1941
Legacy Capital Group California
California
$210K -$948K -5,557 -82%
MWM
1942
MOKAN Wealth Management
Kansas
$210K +$210K +1,227 New
HAG
1943
HF Advisory Group
Maryland
$209K
PCS
1944
Private Client Services
Kentucky
$209K +$209K +1,226 New
TWA
1945
Tandem Wealth Advisors
Arizona
$209K +$209K +1,225 New
PC
1946
Promus Capital
Illinois
$209K
IAA
1947
Ironsides Asset Advisors
North Carolina
$209K
WFA
1948
WMG Financial Advisors
Tennessee
$208K +$208K +1,218 New
ACP
1949
Aveo Capital Partners
Colorado
$206K -$102K -542 -33%
FM
1950
Family Management
New York
$206K -$28K -164 -12%