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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
4WM
1951
49 Wealth Management
Texas
$218K -$2.59K -14 -1%
SWM
1952
Shelton Wealth Management
Texas
$218K
PWM
1953
Palacios Wealth Management
Florida
$215K
AC
1954
AlphaCore Capital
California
$215K +$233K +1,260 New
BW
1955
BXM Wealth
Colorado
$215K +$233K +1,260 New
AC
1956
ASB Consultores
Florida
$215K -$171K -923 -42%
CI
1957
Ceera Investments
Texas
$215K +$1.48K +8 +0.6%
CCA
1958
Cooper Capital Advisors
California
$214K -$320K -1,728 -58%
LCS
1959
Levin Capital Strategies
New York
$213K +$231K +1,250 New
BTWM
1960
Brass Tax Wealth Management
Ohio
$213K
SIM
1961
Stratos Investment Management
Ohio
$212K +$230K +1,244 New
MCM
1962
M1 Capital Management
Michigan
$211K +$229K +1,239 New
ML
1963
McAdam LLC
Pennsylvania
$211K +$228K +1,235 New
LA
1964
Latitude Advisors
Florida
$211K -$23.3K -126 -9%
FWA
1965
Flagship Wealth Advisors
Massachusetts
$211K
FSA
1966
Financial Sense Advisors
California
$211K +$228K +1,234 New
LCGC
1967
Legacy Capital Group California
California
$210K -$1.03M -5,557 -82%
MWM
1968
MOKAN Wealth Management
Kansas
$210K +$227K +1,227 New
HAG
1969
HF Advisory Group
Maryland
$209K
PCS
1970
Private Client Services
Kentucky
$209K +$227K +1,226 New
TWA
1971
Tandem Wealth Advisors
Arizona
$209K +$227K +1,225 New
IAA
1972
Ironsides Asset Advisors
North Carolina
$209K
PC
1973
Promus Capital
Illinois
$209K
WFA
1974
WMG Financial Advisors
Tennessee
$208K +$225K +1,218 New
ACP
1975
Aveo Capital Partners
Colorado
$206K -$100K -542 -33%

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.