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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 %
VWA
1501
Visionary Wealth Advisors
Illinois
$630K -$23.5K -115 -4%
5W
1502
5T Wealth
California
$630K -$97K -474 -13%
EWP
1503
Elevation Wealth Partners
California
$628K – – –
TPW
1504
Transatlantique Private Wealth
New York
$628K +$628K +3,067 New
DIM
1505
Delta Investment Management
California
$627K +$4.5K +22 +0.7%
SAM
1506
Smartleaf Asset Management
Massachusetts
$625K -$202K -1,006 -24%
RRA
1507
Round Rock Advisors
Connecticut
$621K +$32.9K +161 +6%
FFG
1508
Fortem Financial Group
California
$619K +$208K +1,016 +51%
EA
1509
Everpar Advisors
Oklahoma
$618K -$11.1K -54 -2%
LA
1510
LM Advisors
California
$618K +$156K +764 +34%
IWA
1511
Icon Wealth Advisors
Texas
$618K +$32.7K +160 +6%
CI
1512
Conning Inc
Connecticut
$616K -$33.6K -164 -5%
NWM
1513
NRI Wealth Management
California
$616K +$616K +3,011 New
UWP
1514
Uniting Wealth Partners
Kansas
$616K – – –
WCM
1515
Windward Capital Management
California
$616K -$8.6K -42 -1%
DS
1516
DRW Securities
Illinois
$615K +$240K +1,176 +64%
KB
1517
Kimelman & Baird
New York
$614K – – –
RIP
1518
Reliant Investment Partners
North Carolina
$613K +$8.19K +40 +1%
AA
1519
Aire Advisors
California
$612K +$6.96K +34 +1%
JF
1520
JSF Financial
California
$612K +$9.21K +45 +2%
GAA
1521
Global Assets Advisory
Florida
$611K +$611K +3,091 New
EL
1522
EWA LLC
Pennsylvania
$609K +$273K +1,335 +81%
BCG
1523
BayBridge Capital Group
California
$606K +$16.4K +80 +3%
MFA
1524
Mayflower Financial Advisors
Massachusetts
$605K -$16.8K -82 -3%
HCM
1525
Howland Capital Management
Massachusetts
$604K -$21.7K -106 -3%
59 60
61
62 63