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Palo Alto Networks

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
Name Holding Trade Value Shares
Change
Shares
Change %
PP
1476
PDS Planning
Ohio
$660K +$24.4K +119 +4%
KCM
1477
Kathmere Capital Management
Pennsylvania
$659K -$39.3K -192 -6%
WMWM
1478
Whitaker-Myers Wealth Managers
Ohio
$658K +$94.5K +462 +17%
GSC
1479
G&S Capital
Colorado
$657K -$12.5K -61 -2%
LAM
1480
Lewis Asset Management
California
$656K +$212K +1,037 +48%
WCM
1481
WealthBridge Capital Management
Ohio
$654K +$26.4K +129 +4%
PA
1482
Persium Advisors
Georgia
$654K +$41.5K +203 +7%
SCM
1483
Saxony Capital Management
Missouri
$654K +$65.9K +322 +11%
TAM
1484
Titleist Asset Management
Texas
$654K +$100K +489 +18%
JCM
1485
J2 Capital Management
Michigan
$653K +$311K +1,519 +91%
FMC
1486
First Merchants Corp
Indiana
$652K -$20.5K -100 -3%
BWM
1487
BankPlus Wealth Management
Mississippi
$650K +$8.59K +42 +1%
AWM
1488
Ariadne Wealth Management
California
$649K +$5.13K +29 +0.8%
NL
1489
NWAM LLC
Washington
$647K +$10.2K +56 +2%
AWM
1490
Atticus Wealth Management
Florida
$645K +$45.6K +223 +8%
BOM
1491
Bank of Marin
California
$645K +$38.5K +188 +6%
FWA
1492
FSM Wealth Advisors
Ohio
$645K +$258K +1,279 +66%
BW
1493
BIP Wealth
Georgia
$641K +$68.1K +333 +12%
CCA
1494
Checchi Capital Advisers
California
$640K +$41.7K +204 +7%
NG
1495
Novem Group
New York
$638K -$862K -4,210 -57%
ADL
1496
Asset Dedication LLC
California
$638K +$12.7K +62 +2%
BWA
1497
Bestgate Wealth Advisors
Maryland
$635K
CIC
1498
Carnegie Investment Counsel
Ohio
$634K +$86.8K +424 +16%
PWM
1499
Palacios Wealth Management
Florida
$634K +$376K +1,837 +146%
AP
1500
Advisors Preferred
Maryland
$632K