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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 %
1IA
1351
1834 Investment Advisors
Wisconsin
$879K – – –
CWM
1352
Cahaba Wealth Management
Georgia
$877K – – –
AWM
1353
Ameliora Wealth Management
Switzerland
$875K -$279K -1,365 -24%
ACG
1354
Allen Capital Group
Nebraska
$874K +$178K +871 +26%
Fayez Sarofim & Co
1355
Fayez Sarofim & Co
Texas
$872K -$108K -528 -11%
DDPIC
1356
Deroy & Devereaux Private Investment Counsel
Michigan
$871K +$158K +774 +22%
WWM
1357
Whalen Wealth Management
Nevada
$870K +$408K +1,993 +88%
SJIM
1358
St. Johns Investment Management
Florida
$867K +$142K +692 +20%
AWE
1359
Avidian Wealth Enterprises
Texas
$865K -$31.1K -152 -3%
FAM
1360
Formidable Asset Management
Ohio
$865K – – –
JCM
1361
Jacobi Capital Management
Pennsylvania
$863K +$104K +508 +14%
APP
1362
Avantax Planning Partners
Iowa
$862K +$160K +783 +23%
BP
1363
BBR Partners
New York
$861K -$409 -2 -0%
RFO
1364
RiverGlades Family Offices
Florida
$859K -$52.8K -258 -6%
RL
1365
Rogco LP
Oklahoma
$855K +$13.9K +68 +2%
RWB
1366
RMR Wealth Builders
New Jersey
$854K -$14.5K -71 -2%
RMP
1367
Richards, Merrill & Peterson
Washington
$853K +$197K +963 +30%
MWA
1368
Meridian Wealth Advisors
Texas
$850K – – –
USCWA
1369
U.S. Capital Wealth Advisors
Texas
$849K +$139K +677 +20%
GC
1370
Grange Capital
Oregon
$847K -$283K -1,383 -25%
BFF
1371
Byrne Financial Freedom
Massachusetts
$845K +$49.3K +241 +6%
EFG
1372
Elm3 Financial Group
Georgia
$839K +$258K +1,263 +45%
ICP
1373
Interchange Capital Partners
Pennsylvania
$838K +$17.4K +85 +2%
FUBT
1374
First United Bank & Trust
Maryland
$837K +$71.6K +350 +9%
HI
1375
Harbour Investments
Wisconsin
$833K -$35.8K -175 -4%
53 54
55
56 57