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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 %
OIA
1626
Optimum Investment Advisors
Illinois
$489K – – –
BWP
1627
BSW Wealth Partners
Colorado
$489K +$122K +595 +33%
ARC
1628
Advisor Resource Council
Texas
$488K -$3.79M -18,538 -89%
SIC
1629
Sterling Investment Counsel
New York
$487K -$1.7M -8,298 -78%
HAS
1630
HBW Advisory Services
California
$487K +$43.6K +213 +10%
CCM
1631
Chilton Capital Management
Texas
$486K -$58.9K -288 -11%
FWP
1632
FAS Wealth Partners
Kansas
$483K +$12.3K +60 +3%
MIA
1633
MeadowBrook Investment Advisors
Michigan
$482K +$60.6K +296 +14%
VBCG
1634
Valley Brook Capital Group
Pennsylvania
$480K -$10.2K -50 -2%
MA
1635
MBA Advisors
Pennsylvania
$480K +$9.62K +47 +2%
PWAM
1636
Private Wealth Asset Management
Iowa
$478K +$44.8K +219 +10%
GKFF
1637
George Kaiser Family Foundation
Oklahoma
$477K +$155K +758 +48%
PGCM
1638
Prescott Group Capital Management
Oklahoma
$477K +$155K +758 +48%
BFC
1639
Blue Fin Capital
Rhode Island
$476K +$476K +2,324 New
CFSG
1640
Clark Financial Services Group
Missouri
$475K +$3.89K +19 +0.8%
AF
1641
AGP Franklin
Tennessee
$474K -$2.58M -12,605 -84%
BFG
1642
Bouchey Financial Group
New York
$474K -$33.2K -162 -7%
VCM
1643
Virtue Capital Management
Tennessee
$471K -$502K -2,452 -52%
HBW
1644
Hazlett, Burt & Watson
West Virginia
$470K +$63.6K +311 +16%
AAM
1645
Aureus Asset Management
Massachusetts
$469K -$1.23K -6 -0.3%
CG
1646
Cynosure Group
Utah
$468K +$89K +435 +24%
FGA
1647
Fortis Group Advisors
New Jersey
$466K +$694 +4 +0.1%
CWA
1648
Clarity Wealth Advisors
California
$465K -$5.94K -29 -1%
WMA
1649
Wealth Management Associates
New Jersey
$465K – – –
SIMG
1650
Sonora Investment Management Group
Arizona
$464K +$20.1K +98 +5%
64 65
66
67 68