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Palo Alto Networks

2,429 hedge funds and large institutions have $100B invested in Palo Alto Networks in 2026 Q1 according to their latest regulatory filings, with 255 funds opening new positions, 1,260 increasing their positions, 727 reducing their positions, and 273 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

7% less call options, than puts

Call options by funds: $3.49B | Put options by funds: $3.76B

3% less funds holding

Funds holding: 2,5102,429 (-81)

4.06% less ownership

Funds ownership: 80.79%76.73% (-4.1%)

Holders
2,429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.49B
Puts
$3.76B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
2301
LM Advisors
California
$22.6K
VWA
2302
VSM Wealth Advisory
Maryland
$22.4K
VR
2303
Vision Retirement
New Jersey
$22K
RWM
2304
Rialto Wealth Management
New York
$21.6K
EWM
2305
Evolution Wealth Management
Florida
$21K
POIA
2306
Pin Oak Investment Advisors
Texas
$21K
JGCM
2307
Joseph Group Capital Management
Ohio
$20.8K
T
2308
Tidemark
California
$20.4K
LWMI
2309
Legacy Wealth Management (Idaho)
Idaho
$20K
NECFA
2310
New England Capital Financial Advisors
Connecticut
$19.9K
PGAM
2311
Princeton Global Asset Management
New Jersey
$19.9K
DWM
2312
Darwin Wealth Management
Florida
$19.9K
AW
2313
Ankerstar Wealth
Texas
$19.4K
BCM
2314
Berbice Capital Management
New York
$19.2K
FIM
2315
FWL Investment Management
Texas
$19.2K
KFG
2316
Kingdom Financial Group
Arizona
$18.8K
LAS
2317
Lloyd Advisory Services
Georgia
$18.8K
CFM
2318
Cornerstone Financial Management
Massachusetts
$18.4K
DIP
2319
DT Investment Partners
Pennsylvania
$18.4K
HFS
2320
Horizon Financial Services
North Carolina
$18.4K
TCM
2321
TD Capital Management
Tennessee
$18.3K
CFP
2322
Comprehensive Financial Planning
Pennsylvania
$17K
GCP
2323
Gill Capital Partners
Colorado
$16.7K
JAM
2324
JCIC Asset Management
Ontario, Canada
$16.5K
BW
2325
Bravera Wealth
North Dakota
$15.6K