PANW icon

Palo Alto Networks

2,360 hedge funds and large institutions have $107B invested in Palo Alto Networks in 2025 Q2 according to their latest regulatory filings, with 254 funds opening new positions, 1,062 increasing their positions, 765 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

5% more funds holding

Funds holding: 2,2392,360 (+121)

1.42% more ownership

Funds ownership: 76.88%78.3% (+1.4%)

31% less call options, than puts

Call options by funds: $4.08B | Put options by funds: $5.88B

Holders
2,360
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.08B
Puts
$5.88B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1151
Cozad Asset Management
Illinois
$1.56M
TAM
1152
Trust Asset Management
Texas
$1.53M
LGA
1153
Lebenthal Global Advisors
New York
$1.53M
BAM
1154
Bayshore Asset Management
Florida
$1.52M
GTAM
1155
Global Trust Asset Management
Florida
$1.52M
Nomura Holdings
1156
Nomura Holdings
Japan
$1.51M
AWM
1157
Axxcess Wealth Management
California
$1.51M
ATWA
1158
Arbor Trust Wealth Advisors
Michigan
$1.51M
EFG
1159
Everhart Financial Group
Ohio
$1.51M
MCM
1160
Mainstream Capital Management
California
$1.48M
KFGK
1161
Keystone Financial Group (Kentucky)
Kentucky
$1.48M
SWP
1162
Sagespring Wealth Partners
Tennessee
$1.48M
RBFC
1163
Roman Butler Fullerton & Co
Missouri
$1.48M
PG
1164
Patten Group
Tennessee
$1.47M
KWA
1165
Kingswood Wealth Advisors
California
$1.47M
TPWA
1166
TRUE Private Wealth Advisors
Oregon
$1.47M
SAM
1167
S.A. Mason
Michigan
$1.47M
YC
1168
Yarbrough Capital
Tennessee
$1.47M
GIA
1169
Gateway Investment Advisers
Ohio
$1.46M
SA
1170
Sovran Advisors
California
$1.46M
SWA
1171
Sax Wealth Advisors
New Jersey
$1.46M
MG
1172
Mather Group
Illinois
$1.45M
IP
1173
Intellectus Partners
California
$1.45M
FCBT
1174
First Citizens Bank & Trust
North Carolina
$1.45M
CA
1175
Cornerstone Advisory
Maryland
$1.45M