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Palo Alto Networks
PANW

Overview Fund Activity

2,335 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, 757 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,335
Holders Change
+110
Holders Change %
+4.94%
% 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
757
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 %
SAM
651
Sycomore Asset Management
France
$5.88M – – –
PWP
652
Principle Wealth Partners
Connecticut
$5.86M +$514K +2,512 +10%
IIM
653
InTrack Investment Management
Vermont
$5.86M +$684K +3,343 +13%
CAM
654
Cresset Asset Management
Illinois
$5.83M -$3.25M -15,904 -36%
AIP
655
Ameritas Investment Partners
Nebraska
$5.82M +$23.1K +113 +0.4%
FAN
656
Financial Advisors Network
California
$5.81M +$507K +2,477 +10%
IWM
657
IHT Wealth Management
Illinois
$5.8M +$88.8K +434 +2%
AWCI
658
Alpine Woods Capital Investors
New York
$5.79M +$13.9K +68 +0.2%
SCM
659
Sitrin Capital Management
California
$5.76M -$518K -2,529 -8%
VCM
660
Vision Capital Management
Oregon
$5.75M +$1.17M +5,695 +25%
GIA
661
Gladstone Institutional Advisory
Florida
$5.74M +$308K +1,505 +6%
LAI
662
Legal Advantage Investments
California
$5.73M +$12.3K +60 +0.2%
EFM
663
E Fund Management
China
$5.72M -$621K -3,036 -10%
MDSL
664
M.D. Sass LLC
New York
$5.67M – – –
RFA
665
ROI Financial Advisors
Oregon
$5.66M +$147K +718 +3%
PCA
666
Pallas Capital Advisors
Massachusetts
$5.64M -$630K -3,080 -10%
CWG
667
Cornerstone Wealth Group
North Carolina
$5.61M +$60.2K +294 +1%
CW
668
CreativeOne Wealth
Kansas
$5.6M +$487K +2,378 +10%
HWM
669
HB Wealth Management
Georgia
$5.59M -$1.58M -7,736 -22%
HCM
670
Hollencrest Capital Management
California
$5.59M +$6.14K +30 +0.1%
SPC
671
Sigma Planning Corp
Michigan
$5.59M +$203K +994 +4%
KF
672
KKM Financial
Illinois
$5.48M +$926K +4,523 +20%
GAG
673
Goodman Advisory Group
Massachusetts
$5.48M +$2.69M +13,159 +97%
SFI
674
Siemens Fonds Invest
Germany
$5.46M +$168K +819 +3%
C
675
Certuity
Florida
$5.41M +$4.09K +20 +0.1%
25 26
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