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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 %
1W
1376
1776 Wealth
Georgia
$829K -$31.9K -156 -4%
FWIA
1377
Fort Washington Investment Advisors
Ohio
$826K – – –
LFA
1378
Lauterbach Financial Advisors
Texas
$819K +$205 +1 +0%
PFW
1379
Petros Family Wealth
Minnesota
$819K +$54.4K +266 +7%
WA
1380
Wealthstar Advisors
Texas
$817K -$166K -813 -17%
FH
1381
FWG Holdings
Florida
$817K +$56.1K +328 +7%
ITIM
1382
Indiana Trust & Investment Management
Indiana
$817K -$687K -3,355 -46%
BPC
1383
Bryce Point Capital
New York
$806K +$806K +3,941 New
CWP
1384
Capital Wealth Planning
Florida
$805K +$539K +2,635 +203%
BCM
1385
Boltwood Capital Management
California
$802K – – –
SSWM
1386
Strait & Sound Wealth Management
California
$801K -$67.7K -331 -8%
NAS
1387
Nicolet Advisory Services
Wisconsin
$800K +$37.9K +219 +5%
LWCFA
1388
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$797K – – –
LJCM
1389
Lee Johnson Capital Management
Texas
$796K +$796K +3,889 New
RBWA
1390
RFG - Bristol Wealth Advisors
Massachusetts
$796K -$149K -727 -16%
FFM
1391
Forum Financial Management
Illinois
$794K +$82.5K +403 +12%
1CP
1392
17 Capital Partners
Arizona
$793K +$100K +490 +14%
WPC
1393
Waters Parkerson & Co
Louisiana
$792K – – –
CFD
1394
Creative Financial Designs
Indiana
$792K +$59.6K +291 +8%
OWA
1395
Outlook Wealth Advisors
Texas
$787K -$22.3K -109 -3%
SC
1396
Sierra Capital
Florida
$784K +$3.28K +16 +0.4%
FWM
1397
Fonville Wealth Management
Virginia
$782K – – –
PL
1398
Plancorp LLC
Missouri
$782K +$102K +500 +15%
AWM
1399
Angeles Wealth Management
California
$781K +$174K +851 +29%
PCH
1400
PGIM Custom Harvest
New Jersey
$778K -$52K -254 -6%
54 55
56
57 58