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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 %
OL
1676
Optas LLC
Texas
$442K +$9.21K +45 +2%
MEAC
1677
M.E. Allison & Co
Texas
$438K – – –
SSWM
1678
Smith Salley Wealth Management
North Carolina
$438K +$111K +544 +34%
AWM
1679
Avior Wealth Management
Nebraska
$438K -$1.23K -6 -0.3%
WAM
1680
WNY Asset Management
New York
$435K +$3.68K +18 +0.9%
ANTB
1681
AMG National Trust Bank
Colorado
$435K -$54.6K -267 -11%
CA
1682
Crewe Advisors
Utah
$435K +$36K +176 +9%
CFP
1683
Catalyst Financial Partners
Massachusetts
$434K -$129K -631 -23%
PA
1684
PharVision Advisers
Florida
$433K +$433K +2,114 New
AWM
1685
Aprio Wealth Management
Georgia
$432K -$301K -1,469 -41%
KFS
1686
Kaizen Financial Strategies
California
$432K +$2.46K +12 +0.6%
BTW
1687
Boston Trust Walden
Massachusetts
$432K +$432K +2,111 New
CIG
1688
Cascade Investment Group
Colorado
$431K +$2.05K +10 +0.5%
MWM
1689
Mindset Wealth Management
Indiana
$430K +$2.05K +10 +0.5%
WWA
1690
Wisconsin Wealth Advisors
Wisconsin
$430K +$59.6K +291 +16%
DWA
1691
Douglass Winthrop Advisors
New York
$429K +$30.7K +150 +8%
FAM
1692
Flaharty Asset Management
Florida
$427K -$10.6K -52 -2%
KA
1693
Klingman & Associates
New York
$427K +$40.9K +200 +11%
CWM
1694
Calamos Wealth Management
Illinois
$426K +$426K +2,081 New
IC
1695
Iconiq Capital
California
$423K -$296K -1,448 -41%
RI
1696
Rinkey Investments
California
$422K +$6.14K +30 +1%
ZIG
1697
Zullo Investment Group
Pennsylvania
$420K -$24.8K -121 -6%
NPA
1698
Nichols & Pratt Advisers
Massachusetts
$420K +$420K +2,050 New
KIA
1699
KCM Investment Advisors
California
$418K +$418K +2,045 New
BWA
1700
BlueChip Wealth Advisors
Georgia
$418K +$19.4K +95 +5%
66 67
68
69 70