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Palo Alto Networks
PANW

Overview Fund Activity

2,333 hedge funds and large institutions have $106B invested in Palo Alto Networks in 2025 Q2 according to their latest regulatory filings, with 251 funds opening new positions, 1,052 increasing their positions, 756 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,333
Holders Change
+108
Holders Change %
+4.85%
% of All Funds
31.28%
Holding in Top 10
89
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+34.85%
% of All Funds
1.19%
New
251
Increased
1,052
Reduced
756
Closed
100
Calls
$4.08B
Puts
$5.88B
Net Calls
-$1.81B
Net Calls Change
+$647M

Top Buyers

1
NL
Nuveen LLC
North Carolina
+$405M
2
Morgan Stanley
Morgan Stanley
New York
+$384M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$273M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$254M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$240M

Top Sellers

1
Citigroup
Citigroup
New York
-$372M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$339M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$263M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$212M
5
Ameriprise
Ameriprise
Minnesota
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
376
Coastline Trust
Rhode Island
$16.8M +$155K +757 +0.9%
IGGA
377
Iron Gate Global Advisors
Utah
$16.8M +$16.8M +82,128 New
MT
378
Midwest Trust
Kansas
$16.6M +$16.6M +81,285 New
KPWS
379
Kestra Private Wealth Services
Texas
$16.3M +$28.2K +138 +0.2%
MC
380
Montag & Caldwell
Georgia
$16.3M +$7.01M +34,232 +75%
MOACM
381
Mutual of America Capital Management
New York
$16.3M -$218K -1,065 -1%
YCM
382
Yousif Capital Management
Michigan
$16M -$156K -762 -1%
SNB
383
Security National Bank
Nebraska
$15.9M +$65.3K +319 +0.4%
RIL
384
Rothschild Investment LLC
Illinois
$15.8M -$1.29M -6,322 -8%
SIA
385
Sit Investment Associates
Minnesota
$15.6M -$31.7K -155 -0.2%
CAG
386
Crestwood Advisors Group
Massachusetts
$15.5M -$409K -2,000 -3%
Susquehanna International Group
387
Susquehanna International Group
Pennsylvania
$15.5M -$4.04M -19,724 -21%
SIC
388
SFE Investment Counsel
California
$15.5M +$552K +2,698 +4%
TCM
389
Telos Capital Management
California
$15.4M +$3.13M +15,273 +26%
Pathstone Holdings
390
Pathstone Holdings
New Jersey
$15.4M -$7.92M -38,683 -34%
Carson Wealth (CWM LLC)
391
Carson Wealth (CWM LLC)
Nebraska
$15.3M +$3M +14,661 +24%
FIA
392
Foundations Investment Advisors
Arizona
$15.2M +$1.09M +5,335 +8%
SOADOR
393
State of Alaska Department of Revenue
Alaska
$15.2M -$630K -3,080 -4%
SI
394
Sava Infond
Slovenia
$15.2M +$1.56M +7,600 +11%
Envestnet Portfolio Solutions
395
Envestnet Portfolio Solutions
Illinois
$15.2M -$3.31M -16,184 -18%
IGAM
396
iA Global Asset Management
Quebec, Canada
$15.1M +$198K +966 +1%
GWM
397
Geneos Wealth Management
Colorado
$15.1M -$14.7M -72,060 -49%
PCIA
398
Prime Capital Investment Advisors
Kansas
$15M -$9.2M -44,955 -38%
WTFG
399
Wells Trecaso Financial Group
Ohio
$14.9M -$25K -122 -0.2%
CCP
400
Clough Capital Partners
Massachusetts
$14.9M -$341K -1,667 -2%
14 15
16
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