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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 %
RWM
2126
Rialto Wealth Management
New York
$20.5K +$1.71K +10 +9%
VBA
2127
von Borstel & Associates
Oregon
$20K +$20K +120 New
NCM
2128
Northwest Capital Management
Oregon
$18.8K
CMBA
2129
C.M. Bidwell & Associates
Hawaii
$18.4K
PPA
2130
Painted Porch Advisors
California
$18.4K +$18.1K +106 +5,300%
SCA
2131
Stuart Chaussee & Associates
California
$17.4K
BDPWM
2132
Barnes Dennig Private Wealth Management
Ohio
$17.2K +$17.2K +101 New
CCM
2133
CAAS Capital Management
New York
$17.1K +$17.1K +100 New
DF
2134
Dunhill Financial
United Kingdom
$16.1K +$3.42K +20 +27%
ME
2135
McIlrath & Eck
Washington
$16K
SO
2136
Sierra Ocean
California
$16K +$1.71K +10 +12%
CMP
2137
Coston McIsaac & Partners
Maine
$16K
MWM
2138
Mascoma Wealth Management
New Hampshire
$15.7K
VWA
2139
VSM Wealth Advisory
Maryland
$15.7K +$2.05K +12 +15%
TFGT
2140
TS Financial Group (TSFG)
Illinois
$15K -$2.65K -15 -15%
CIAS
2141
CBIZ Investment Advisory Services
Ohio
$14.8K +$12.1K +71 +444%
SN
2142
Sittner & Nelson
Oregon
$14.3K
PWMG
2143
Private Wealth Management Group
New Jersey
$13.3K -$1.37K -8 -9%
RTL
2144
Red Tortoise LLC
Georgia
$13.3K
SC
2145
Steph & Co
Wisconsin
$13K -$2.73K -16 -17%
LWMI
2146
Legacy Wealth Management (Idaho)
Idaho
$13K
JAM
2147
JCIC Asset Management
Ontario, Canada
$13K
MEG
2148
Millstone Evans Group
Colorado
$12.8K +$4.61K +27 +56%
FFO
2149
Fortitude Family Office
Arizona
$12.3K -$7.85K -46 -39%
PWA
2150
Physician Wealth Advisors
Utah
$11.9K -$19.8K -116 -62%