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Palo Alto Networks
PANW

Overview Fund Activity

2,334 hedge funds and large institutions have $106B invested in Palo Alto Networks in 2025 Q2 according to their latest regulatory filings, with 252 funds opening new positions, 1,052 increasing their positions, 756 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,334
Holders Change
+109
Holders Change %
+4.9%
% of All Funds
31.29%
Holding in Top 10
89
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+34.85%
% of All Funds
1.19%
New
252
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 %
PFS
501
Prospera Financial Services
Texas
$9.93M +$2.58M +12,590 +35%
LTI
502
Laffer Tengler Investments
Tennessee
$9.81M +$164K +800 +2%
CWM
503
CMH Wealth Management
New Hampshire
$9.81M -$394K -1,923 -4%
HIC
504
Hartline Investment Corp
Illinois
$9.8M +$270K +1,320 +3%
LF
505
Longbow Finance
Switzerland
$9.78M +$4.68M +22,856 +92%
WS
506
Wedbush Securities
California
$9.76M -$3.1M -15,149 -24%
AP
507
Americana Partners
Texas
$9.75M -$149K -730 -2%
GWSG
508
GPS Wealth Strategies Group
Colorado
$9.74M -$409 -2 -0%
LCM
509
LVM Capital Management
Michigan
$9.73M +$98.8K +483 +1%
MWM
510
Marietta Wealth Management
Georgia
$9.7M +$157K +769 +2%
WFG
511
Wills Financial Group
Virginia
$9.69M -$110K -538 -1%
BAMF
512
BI Asset Management Fondsmaeglerselskab
Denmark
$9.65M +$4.47M +21,850 +86%
EDRH
513
Edmond de Rothschild Holding
Switzerland
$9.64M +$165K +804 +2%
SWP
514
Stratos Wealth Partners
Ohio
$9.63M +$2.25M +10,971 +30%
NAM
515
NorthCrest Asset Manangement
Minnesota
$9.58M -$324K -1,606 -3%
VVP
516
Venture Visionary Partners
Ohio
$9.56M +$628K +3,071 +7%
TFIPS
517
Towarzystwo Funduszy Inwestycyjnych PZU SA
$9.54M +$98.2K +480 +1%
SPG
518
Strategic Planning Group
Utah
$9.45M +$462K +2,260 +5%
LWMM
519
Legacy Wealth Management (Mississippi)
Mississippi
$9.45M -$348K -1,699 -4%
MSU
520
Mizuho Securities USA
New York
$9.36M -$1.49M -7,259 -14%
Kovitz Investment Group Partners
521
Kovitz Investment Group Partners
Illinois
$9.34M +$939K +4,591 +11%
IAA
522
Independent Advisor Alliance
North Carolina
$9.33M +$362K +1,769 +4%
DWM
523
Dakota Wealth Management
Florida
$9.33M +$1.22M +5,953 +15%
GIM
524
Goelzer Investment Management
Indiana
$9.32M -$838K -4,095 -8%
EH
525
Equitable Holdings
New York
$9.23M +$1.45M +7,107 +19%
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