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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 %
SOW
2051
State of Wyoming
Wyoming
$61.1K -$117K -684 -66%
BHWM
2052
Beaird Harris Wealth Management
Texas
$60.4K
UCB
2053
United Community Bank
South Carolina
$59.7K +$59.7K +350 New
CTC
2054
Cetera Trust Company
Minnesota
$59.4K
KHC
2055
Koesten Hirschmann & Crabtree
Kansas
$58.7K
NC
2056
NewSquare Capital
Pennsylvania
$56.3K +$49.5K +290 +725%
EFMH
2057
E Fund Management (HK)
Hong Kong
$56K +$14.8K +87 +36%
AP
2058
Aspect Partners
Virginia
$55.6K +$2.39K +14 +4%
VWM
2059
Vermillion Wealth Management
Minnesota
$55.3K -$17.1K -100 -24%
GK
2060
Graney & King
New York
$55.3K
FMTCOCP
2061
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$54K +$12.7K +74 +31%
DRS
2062
Deane Retirement Strategies
Louisiana
$51.9K
PP
2063
PFS Partners
New Jersey
$51.2K
MSFP
2064
Mark Sheptoff Financial Planning
Connecticut
$51.2K
JWA
2065
JFS Wealth Advisors
Pennsylvania
$51K +$853 +5 +2%
EF
2066
Elite Financial
Idaho
$51K +$51K +300 New
CFFP
2067
Center for Financial Planning
Michigan
$50.2K -$1.19K -7 -2%
DAM
2068
Delta Asset Management
Tennessee
$49.8K
AGWCA
2069
Annis Gardner Whiting Capital Advisors
Florida
$49.7K -$538K -3,155 -92%
BAM
2070
Byrne Asset Management
New Jersey
$49.1K -$5.12K -30 -9%
KPP
2071
Kings Path Partners
Texas
$49.1K
PP
2072
Pingora Partners
Wyoming
$47.8K
RCM
2073
Raleigh Capital Management
North Carolina
$47.6K -$68.8K -403 -59%
RWM
2074
Ruedi Wealth Management
Illinois
$46.8K
WTFG
2075
Wood Tarver Financial Group
Idaho
$46.4K