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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
BPW
1926
Bingham Private Wealth
California
$218K
4WM
1927
49 Wealth Management
Texas
$218K
SWM
1928
Shelton Wealth Management
Texas
$218K
PWM
1929
Palacios Wealth Management
Florida
$215K
AC
1930
AlphaCore Capital
California
$215K
BW
1931
BXM Wealth
Colorado
$215K
AC
1932
ASB Consultores
Florida
$215K
CI
1933
Ceera Investments
Texas
$215K
CCA
1934
Cooper Capital Advisors
California
$214K
LCS
1935
Levin Capital Strategies
New York
$213K
BTWM
1936
Brass Tax Wealth Management
Ohio
$213K
SIM
1937
Stratos Investment Management
Ohio
$212K
MCM
1938
M1 Capital Management
Michigan
$211K
ML
1939
McAdam LLC
Pennsylvania
$211K
LA
1940
Latitude Advisors
Florida
$211K
FWA
1941
Flagship Wealth Advisors
Massachusetts
$211K
FSA
1942
Financial Sense Advisors
California
$211K
LCGC
1943
Legacy Capital Group California
California
$210K
MWM
1944
MOKAN Wealth Management
Kansas
$210K
HAG
1945
HF Advisory Group
Maryland
$209K
PCS
1946
Private Client Services
Kentucky
$209K
TWA
1947
Tandem Wealth Advisors
Arizona
$209K
PC
1948
Promus Capital
Illinois
$209K
IAA
1949
Ironsides Asset Advisors
North Carolina
$209K
WFA
1950
WMG Financial Advisors
Tennessee
$208K