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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 %
CASB
1326
Cape Ann Savings Bank
Massachusetts
$934K -$12.3K -60 -1%
PCG
1327
Prosperity Consulting Group
Maryland
$933K +$7.37K +36 +0.8%
FIM
1328
Freedom Investment Management
Connecticut
$927K -$80.4K -393 -8%
LWM
1329
Laidlaw Wealth Management
New York
$925K -$152K -742 -14%
PGWM
1330
Parisi Gray Wealth Management
New Jersey
$923K +$30.7K +150 +3%
WFC
1331
Western Financial Corp
California
$922K -$8.8K -43 -0.9%
PVM
1332
Palogic Value Management
Texas
$921K – – –
FC
1333
Forte Capital
New York
$918K -$52.2K -255 -5%
SMA
1334
Sage Mountain Advisors
Georgia
$914K +$109K +535 +14%
MFS
1335
Mirabella Financial Services
United Kingdom
$913K -$14.7M -71,730 -94%
KIC
1336
Kensington Investment Counsel
California
$910K +$3.07K +15 +0.3%
FCA
1337
Fortis Capital Advisors
Kansas
$909K +$909K +4,440 New
OA
1338
Oak Associates
Ohio
$904K +$904K +4,419 New
BTI
1339
Blue Trust Inc
Georgia
$904K +$106K +519 +13%
WDC
1340
Woodward Diversified Capital
California
$901K +$94.5K +462 +12%
MSFS
1341
Main Street Financial Solutions
Pennsylvania
$900K +$51K +249 +6%
OWP
1342
Obermeyer Wealth Partners
Colorado
$896K -$20.5K -100 -2%
HWA
1343
Heartwood Wealth Advisors
Virginia
$893K -$23.1K -113 -3%
BOJHT
1344
Bank of Jackson Hole Trust
Wyoming
$892K +$97.4K +476 +12%
CPC
1345
Congress Park Capital
New York
$889K +$5.12K +25 +0.6%
DWP
1346
Daymark Wealth Partners
Ohio
$889K +$341K +1,666 +62%
BFIC
1347
Bedell Frazier Investment Counselling
California
$883K +$172K +841 +24%
GAA
1348
Green Alpha Advisors
Colorado
$883K -$52.6K -257 -6%
GGS
1349
Galvin Gaustad & Stein
Arizona
$880K +$235K +1,150 +36%
AC
1350
AXQ Capital
New Jersey
$879K -$12.7K -62 -1%
52 53
54
55 56