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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 %
LIP
1576
Lighthouse Investment Partners
Florida
$553K +$553K +2,700 New
CIM
1577
Contravisory Investment Management
Massachusetts
$551K +$28K +137 +5%
CFG
1578
Cooper Financial Group
California
$546K +$116K +569 +27%
MA
1579
MJP Associates
Connecticut
$544K -$7.98K -39 -1%
FA
1580
Fiducient Advisors
Illinois
$544K +$32.3K +158 +6%
ORAM
1581
One River Asset Management
Connecticut
$542K +$531K +2,655 +4,827%
RFS
1582
Richardson Financial Services
Massachusetts
$530K +$12.8K +65 +2%
SC
1583
SouthState Corp
Florida
$529K -$48.3K -236 -8%
CCAM
1584
Cascades Capital Asset Management
North Carolina
$529K -$114K -558 -18%
ET
1585
Equitable Trust
Tennessee
$527K -$16.8K -82 -3%
FWP
1586
Forefront Wealth Partners
Texas
$527K -$15.5K -85 -3%
SGK
1587
Steigerwald Gordon & Koch
Virginia
$527K -$12.3K -60 -2%
SW
1588
Simplicity Wealth
New Jersey
$526K +$258K +1,260 +96%
DIM
1589
DLK Investment Management
California
$526K +$170K +832 +48%
FDS
1590
First Dallas Securities
Texas
$524K -$123K -600 -19%
TWM
1591
Trueblood Wealth Management
Ohio
$524K – – –
RAS
1592
RPS Advisory Solutions
Kentucky
$523K -$2.87K -14 -0.5%
RWMG
1593
Redwood Wealth Management Group
New Jersey
$520K -$8.6K -42 -2%
SWM
1594
Shelton Wealth Management
Texas
$520K +$259K +1,264 +99%
SWRP
1595
Summit Wealth & Retirement Planning
California
$518K – – –
F4L
1596
Fortune 45 LLC
Louisiana
$517K +$26K +127 +5%
RCAG
1597
Rehmann Capital Advisory Group
Michigan
$513K -$21.1K -103 -4%
LFA
1598
Legacy Financial Advisors
Kentucky
$512K +$18.6K +91 +4%
MIC
1599
Maxi Investments CY
Cyprus
$512K -$1.49M -7,297 -74%
AG
1600
AIA Group
Hong Kong
$512K +$92.3K +451 +22%
62 63
64
65 66