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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 %
PW
1301
Paladin Wealth
Minnesota
$996K +$63.4K +310 +7%
FHA
1302
First Horizon Advisors
Tennessee
$996K +$16.8K +82 +2%
OQS
1303
Occudo Quantitative Strategies
Florida
$995K -$1.14M -5,595 -53%
FRM
1304
Fox Run Management
Connecticut
$993K -$371K -1,811 -27%
CPIG
1305
Chicago Partners Investment Group
Illinois
$993K +$193K +969 +24%
HBT
1306
Heartland Bank & Trust
Illinois
$990K -$23.1K -113 -2%
Fidelity International
1307
Fidelity International
Bermuda
$987K -$2.37M -11,592 -71%
BWA
1308
Blodgett Wealth Advisors
California
$982K -$30.7K -150 -3%
SPF
1309
South Plains Financial
Texas
$977K +$56.3K +275 +6%
PCM
1310
Prelude Capital Management
New York
$973K -$538K -2,628 -36%
CF
1311
Convergence Financial
Missouri
$969K +$234K +1,142 +32%
GM
1312
GeoWealth Management
Illinois
$965K -$10.2K -50 -1%
WWM
1313
Wolff Wiese Magana
California
$963K +$468K +2,287 +95%
AG
1314
Ascent Group
Virginia
$963K +$123K +599 +15%
WA
1315
WealthTrust Axiom
Pennsylvania
$958K – – –
TA
1316
TFG Advisers
Michigan
$955K +$10.8K +53 +1%
SRA
1317
Secured Retirement Advisors
Minnesota
$954K -$105K -514 -10%
OC
1318
Opinicus Capital
Florida
$954K +$88.4K +432 +10%
FMTC
1319
Farmers & Merchants Trust Company
California
$952K +$32.7K +160 +4%
RA
1320
Ransom Advisory
Rhode Island
$952K – – –
SXL
1321
Summit X LLC
Missouri
$948K -$904K -4,419 -49%
PWM
1322
Pines Wealth Management
North Carolina
$947K +$58.3K +289 +7%
GC
1323
Guidance Capital
Kentucky
$945K +$8.64K +50 +0.9%
APW
1324
Austin Private Wealth
Texas
$945K -$154K -751 -14%
TCBWMS
1325
Texas Capital Bank Wealth Management Services
Texas
$939K +$1.84K +9 +0.2%
51 52
53
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