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Palo Alto Networks

2,257 hedge funds and large institutions have $88B invested in Palo Alto Networks in 2025 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 1,063 increasing their positions, 756 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 1,063 | Existing positions reduced: 756

2% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 173

0.01% more ownership

Funds ownership: 77.89%77.91% (+0.01%)

2% less funds holding

Funds holding: 2,2922,257 (-35)

7% less capital invested

Capital invested by funds: $94.3B → $88B (-$6.35B)

7% less funds holding in top 10

Funds holding in top 10: 7267 (-5)

44% less call options, than puts

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

Holders
2,257
Holders Change
-35
Holders Change %
-1.53%
% of All Funds
30.26%
Holding in Top 10
67
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.94%
% of All Funds
0.9%
New
176
Increased
1,063
Reduced
756
Closed
173
Calls
$3.15B
Puts
$5.6B
Net Calls
-$2.45B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Change in
Stake
CPWA
2401
Cerro Pacific Wealth Advisors
California
-$208K -609 Closed
JSAM
2402
J. Safra Asset Management
New York
-$88.4K -480 Closed
MB
2403
Mizuho Bank
Japan
-$87.3K -480 Closed
HI
2404
Human Investing
Oregon
-$61.9K -340 Closed
BC
2405
Bayforest Capital
United Kingdom
-$42.4K -233 Closed
CP
2406
Castleview Partners
Texas
-$37.4K -207 Closed
OC
2407
Oarsman Capital
Wisconsin
-$36.4K -200 Closed
RS
2408
R Squared
Hong Kong
-$36.4K -200 Closed
PGAM
2409
Princeton Global Asset Management
New Jersey
-$35.7K -196 Closed
MCM
2410
MidAtlantic Capital Management
Virginia
-$34.2K -188 Closed
CJ
2411
Caitlin John
Michigan
-$33.5K -184 Closed
PFA
2412
Pathway Financial Advisers
Indiana
-$32.4K -178 Closed
AFM
2413
Aspetuck Financial Management
Connecticut
-$21.8K -120 Closed
SSG
2414
Summit Securities Group
New York
-$19.1K -105 Closed
EPAM
2415
Evelyn Partners Asset Management
-$18.2K -100 Closed
PCWA
2416
Pacific Capital Wealth Advisors
California
-$17.1K -94 Closed
FIA
2417
FPC Investment Advisory
California
-$15.1K -82 Closed
ECM
2418
Eisler Capital Management
United Kingdom
-$12.9K -70 Closed
CPL
2419
Capital & Planning LLC
Georgia
-$8.37K -46 Closed
SAM
2420
Synergy Asset Management
Washington
-$15.4K -45 Closed
EBA
2421
Eagle Bay Advisors
New York
-$6.91K -38 Closed
AFG
2422
Albion Financial Group
Utah
-$5.09K -28 Closed
FC
2423
Family CFO
California
-$2.55K -14 Closed
WCM
2424
Winthrop Capital Management
Indiana
-$2K -12 Closed
DWA
2425
Delos Wealth Advisors
Texas
-$1.82K -10 Closed

PANW Hedge Fund Activity: Q1 2025 in Review

2,257 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q1 2025, worth a combined $88B — down 6.7% from $94.3B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new PANW positions and 173 closed out — a net gain of 3 holders — while 1,063 added to existing stakes and 756 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $939M. The largest seller was Jennison Associates, cutting an estimated $1.06B.

  • 2,257 institutional investors held Palo Alto Networks (PANW) as of Q1 2025, down from 2,292 in Q4 2024.
  • Funds reported $88B of Palo Alto Networks stock for Q1 2025, down 6.7% quarter-over-quarter.
  • 176 funds opened new Palo Alto Networks positions in Q1 2025 and 173 closed out, a net change of +3 holders.
  • The largest Palo Alto Networks buyer in Q1 2025 was Fidelity Investments, an estimated $939M added.
  • The largest Palo Alto Networks seller in Q1 2025 was Jennison Associates, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2025.