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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 %
PWA
2001
Provenance Wealth Advisors
Florida
$127K +$5.46K +32 +4%
FP
2002
Financial Perspectives
Minnesota
$125K
NMG
2003
New Millennium Group
Utah
$121K -$931K -5,457 -88%
HC
2004
Hurley Capital
New York
$120K +$63.1K +370 +110%
HI
2005
Hoey Investments
Pennsylvania
$120K -$67.6K -396 -36%
RAM
2006
Ramirez Asset Management
New York
$119K -$17.1K -100 -13%
ATC
2007
Advantage Trust Company
Kansas
$119K
NEWAS
2008
N.E.W. Advisory Services
Wisconsin
$119K +$119K +698 New
MCM
2009
MV Capital Management
Maryland
$118K +$49.8K +292 +73%
VC
2010
Vestor Capital
Illinois
$113K -$14.5M -85,118 -99%
IUHSA
2011
Itau Unibanco Holding S.A.
Brazil
$113K -$13K -76 -10%
FCG
2012
Financial Connections Group
California
$107K
SL
2013
Salomon & Ludwin
Virginia
$106K
WPA
2014
Wealth Preservation Advisors
Tennessee
$106K +$106K +620 New
MIM
2015
Marshall Investment Management
Colorado
$104K -$45.4K -266 -30%
PP
2016
PrairieView Partners
Minnesota
$102K
JFG
2017
JDM Financial Group
Texas
$102K
TFA
2018
Toth Financial Advisory
Virginia
$99.3K
PWM
2019
Proathlete Wealth Management
Florida
$99K +$99K +580 New
SIC
2020
Salem Investment Counselors
North Carolina
$96.9K +$4.78K +28 +5%
RF
2021
Rossby Financial
Florida
$96.1K +$96.1K +537 New
BIA
2022
Bell Investment Advisors
California
$94.9K +$1.02K +6 +1%
CFP
2023
Comprehensive Financial Planning
Pennsylvania
$94.9K
TFM
2024
TFC Financial Management
Massachusetts
$92.5K +$9.39K +55 +11%
GWS
2025
Greykasell Wealth Strategies
California
$92.4K +$92.4K +541 New