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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 %
NCM
1251
Novare Capital Management
North Carolina
$1.17M +$7.16K +35 +0.6%
IAM
1252
Ion Asset Management
Israel
$1.17M -$256K -1,250 -18%
LIM
1253
Leavell Investment Management
Alabama
$1.17M +$266K +1,300 +30%
EWM
1254
Evermay Wealth Management
Virginia
$1.15M +$180K +880 +19%
TSWM
1255
Triangle Securities Wealth Management
North Carolina
$1.15M +$6.14K +30 +0.5%
CAU
1256
Caxton Associates (UK)
$1.15M +$1.15M +5,613 New
CPA
1257
Capital Planning Advisors
California
$1.15M -$819 -4 -0.1%
GFPC
1258
Global Financial Private Client
Florida
$1.14M +$241K +1,178 +27%
GDP
1259
Great Diamond Partners
Maine
$1.14M +$878K +4,289 +333%
ITFISA
1260
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.14M +$242K +1,182 +27%
V
1261
ViaWealth
Kansas
$1.13M +$45K +220 +4%
GAG
1262
GM Advisory Group
New York
$1.13M +$54K +264 +5%
ST
1263
Smithfield Trust
Pennsylvania
$1.13M – – –
TBT
1264
Texas Bank & Trust
Texas
$1.13M +$58.9K +288 +6%
AMM
1265
American Money Management
California
$1.12M +$12.3K +60 +1%
VWM
1266
Vigilare Wealth Management
Arizona
$1.12M +$693K +3,384 +163%
PWP
1267
Private Wealth Partners
California
$1.12M +$153K +750 +16%
GPFA
1268
Game Plan Financial Advisors
Ohio
$1.11M +$617K +3,015 +125%
LS
1269
Livforsakringsbolaget Skandia
Sweden
$1.1M – – –
LWL
1270
Leo Wealth LLC
Texas
$1.1M +$655K +3,201 +147%
WW
1271
Windle Wealth
Oklahoma
$1.09M – – –
FBC
1272
Fairfield, Bush & Co
Connecticut
$1.09M -$44K -215 -4%
WHG
1273
Westwood Holdings Group
Texas
$1.09M -$325K -1,586 -23%
RIA
1274
Realta Investment Advisors
Delaware
$1.08M +$45.4K +222 +4%
SBF
1275
Sara-Bay Financial
Florida
$1.08M – – –
49 50
51
52 53