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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 %
CA
2101
Centerpoint Advisors
Massachusetts
$34K
DI
2102
DAGCO Inc
Ohio
$33.4K +$33.4K +196 New
SIS
2103
Sound Income Strategies
Florida
$33.3K +$4.1K +24 +14%
AWM
2104
Abound Wealth Management
Tennessee
$33.1K +$8.19K +48 +33%
RWS
2105
Retirement Wealth Solutions
Wisconsin
$32.9K
FPB
2106
First PREMIER Bank
South Dakota
$32K
AW
2107
Avion Wealth
Texas
$32K
FIM
2108
FWL Investment Management
Texas
$30.9K +$10.4K +61 +51%
HH
2109
HWG Holdings
Texas
$30.7K +$30.7K +180 New
AEPWM
2110
Atlantic Edge Private Wealth Management
Florida
$30K +$5.12K +30 +21%
PP
2111
Pacifica Partners
Canada
$29.7K
GIA
2112
GHP Investment Advisors
Colorado
$29.6K -$23.8K -140 -45%
CAWM
2113
Capital A Wealth Management
Pennsylvania
$27.6K
CMA
2114
Cedar Mountain Advisors
Oregon
$27.5K -$1.88K -11 -6%
HNW
2115
High Note Wealth
Minnesota
$27.5K
RFG
2116
REAP Financial Group
Texas
$26.9K +$13.2K +77 +96%
WAM
2117
Wolverine Asset Management
Illinois
$26.8K +$26.8K +157 New
MSWM
2118
Mowery & Schoenfeld Wealth Management
Illinois
$26.5K +$2.22K +13 +9%
CAL
2119
Capital Advisors Ltd
Ohio
$26K -$684 -4 -3%
WA
2120
Whipplewood Advisors
Colorado
$25.4K -$5.26M -414 -100%
RTC
2121
Riverview Trust Company
Washington
$25.3K -$2.73K -16 -10%
KFI
2122
Key Financial Inc
Pennsylvania
$23K +$16.9K +99 +275%
SWIM
2123
Smallwood Wealth Investment Management
New Jersey
$22.2K +$22.2K +130 New
NECFA
2124
New England Capital Financial Advisors
Connecticut
$21.2K
POIA
2125
Pin Oak Investment Advisors
Texas
$21K +$10.5K +62 +100%