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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 %
AWP
1651
Astra Wealth Partners
New Jersey
$464K +$464K +2,265 New
IPWA
1652
International Private Wealth Advisors
California
$463K +$223K +1,089 +93%
TWA
1653
Tandem Wealth Advisors
Arizona
$462K +$211K +1,033 +84%
AA
1654
Ancora Advisors
Ohio
$462K +$12.7K +62 +3%
JGUA
1655
John G. Ullman & Associates
New York
$462K +$61.4K +300 +15%
EFG
1656
Ethos Financial Group
Pennsylvania
$461K +$461K +2,255 New
PFS
1657
Physicians Financial Services
North Carolina
$460K +$11.5K +56 +3%
MCM
1658
Manchester Capital Management
Vermont
$458K +$14.5K +71 +3%
BIA
1659
Beacon Investment Advisors
Maryland
$458K – – –
GS
1660
GWN Securities
Florida
$457K -$5.21M -25,478 -92%
KFA
1661
Kelleher Financial Advisors
New York
$457K +$69.8K +341 +18%
AF
1662
Apexium Financial
Texas
$456K +$13.3K +65 +3%
KMWM
1663
Keudell/Morrison Wealth Management
Oregon
$455K +$4.5K +22 +1%
WPWM
1664
Western Pacific Wealth Management
Illinois
$454K -$129K -630 -22%
LFS
1665
Legacy Financial Strategies
Kansas
$454K +$26.4K +129 +6%
CP
1666
Canopy Partners
Ohio
$449K +$106K +520 +31%
JSC
1667
Jackson Square Capital
California
$449K -$14.3K -70 -3%
NWM
1668
Northwest Wealth Management
Iowa
$448K +$15.6K +76 +4%
CA
1669
Calton & Associates
Florida
$447K +$17K +83 +4%
CCM
1670
Cloud Capital Management
Washington
$446K +$210K +1,229 +89%
PA
1671
Prossimo Advisors
California
$445K -$128K -624 -22%
HFS
1672
Howard Financial Services
Texas
$445K -$10.4K -51 -2%
PD
1673
Planning Directions
Pennsylvania
$444K – – –
IPW
1674
Invictus Private Wealth
Colorado
$444K +$31.9K +156 +8%
WJWM
1675
Williams Jones Wealth Management
New York
$442K -$4.09K -20 -0.9%
65 66
67
68 69