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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 %
CP
1751
Clarendon Private
Massachusetts
$380K -$111K -543 -23%
CCP
1752
Carmel Capital Partners
California
$380K -$10.6K -52 -3%
FB
1753
First Bancorp
Maine
$380K -$4.5K -22 -1%
WC
1754
Wexford Capital
Florida
$379K – – –
CWM
1755
Concentrum Wealth Management
California
$379K -$9.82K -48 -3%
MWAM
1756
Manhattan West Asset Management
California
$378K +$23.3K +114 +7%
BC
1757
Barrett & Company
Rhode Island
$377K +$147K +720 +64%
SMA
1758
Seven Mile Advisory
New Jersey
$377K -$20.7K -101 -5%
VFA
1759
Values First Advisors
Tennessee
$376K +$76.1K +372 +25%
RGC
1760
Roberts, Glore & Co
Illinois
$376K – – –
AWA
1761
AGH Wealth Advisors
Kansas
$376K +$19.4K +95 +5%
PWA
1762
Prairie Wealth Advisors
Nebraska
$375K +$20.5K +100 +6%
CCMG
1763
Clark Capital Management Group
Pennsylvania
$375K -$88.2K -431 -19%
QP
1764
Quartz Partners
New York
$374K +$374K +1,827 New
GC
1765
Grimes & Company
Massachusetts
$372K +$104K +507 +39%
TWM
1766
TCFG Wealth Management
California
$370K – – –
CAIMH
1767
Central Asset Investments & Management Holdings
Hong Kong
$368K -$848K -4,146 -70%
IA
1768
IFG Advisory
Georgia
$368K -$1.49M -7,267 -80%
SFG
1769
Sather Financial Group
Texas
$368K – – –
CA
1770
Continuum Advisory
Idaho
$367K +$12.3K +60 +3%
CPRC
1771
Consolidated Portfolio Review Corp
New York
$365K +$17K +83 +5%
BFG
1772
Beacon Financial Group
Texas
$364K -$614 -3 -0.2%
MAG
1773
M3 Advisory Group
Massachusetts
$363K +$3.07K +15 +0.9%
ACGA
1774
Atlanta Consulting Group Advisors
Georgia
$362K – – –
IP
1775
Investment Partners
Ohio
$362K +$26K +127 +8%
69 70
71
72 73