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Palo Alto Networks

2,227 hedge funds and large institutions have $86.6B invested in Palo Alto Networks in 2025 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 1,049 increasing their positions, 744 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $93.7B → $86.6B (-$7.13B)

8% less funds holding in top 10

Funds holding in top 10: 7266 (-6)

44% less call options, than puts

Call options by funds: $3.15B | Put options by funds: $5.6B

Holders
2,227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.15B
Puts
$5.6B
Net Calls
Net Calls Change

Top Buyers

1 +$866M
2 +$288M
3 +$263M
4
BlackRock
BlackRock
New York
+$165M
5
UBS AM
UBS AM
Illinois
+$162M
Name Holding Trade Value Shares
Change
Change in
Stake
WE
2301
Wealth Effects
Massachusetts
WP
2302
WMS Partners
Maryland
BBP
2303
Banco BTG Pactual
Brazil
EFA
2304
Evernest Financial Advisors
Indiana
GCM
2305
GKV Capital Management
California
CS
2306
Crescent Sterling
Louisiana
CAS
2307
Coppell Advisory Solutions
Texas
BAM
2308
Blueshift Asset Management
New Jersey
FWM
2309
FFT Wealth Management
Pennsylvania
MC
2310
MIG Capital
California
BWM
2311
Bosman Wealth Management
California
TSW
2312
Thompson Siegel & Walmsley
Virginia
PDL
2313
Portfolio Design Labs
California
EL
2314
Essex LLC
Illinois
I
2315
InceptionR
California
WG
2316
Wealth Group
North Carolina
AIM
2317
Aspen Investment Management
Michigan
NP
2318
Nilsine Partners
Colorado
BWP
2319
Baldwin Wealth Partners
Massachusetts
NCFG
2320
New Century Financial Group
New Jersey
VHAM
2321
Van Hulzen Asset Management
California
WAAG
2322
Wealth Alliance Advisory Group
Kansas
CIS
2323
Custom Index Systems
New York
CCP
2324
Clarity Capital Partners
California
IWN
2325
Independent Wealth Network
Iowa