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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 %
CCA
1776
Childress Capital Advisors
Texas
$362K +$52.2K +255 +17%
LJHT
1777
Laurie J. Hall Trustee
$360K – – –
WI
1778
WrapManager Inc
California
$360K -$14.1K -69 -4%
PFA
1779
Pure Financial Advisors
California
$356K +$80K +391 +29%
HFW
1780
Horizon Family Wealth
Illinois
$356K +$1.02K +5 +0.3%
CFS
1781
Commonwealth Financial Services
West Virginia
$356K +$9.41K +46 +3%
FBT
1782
First Bankers Trust
Kentucky
$354K +$354K +1,732 New
VIA
1783
Victrix Investment Advisors
Florida
$353K -$20.7K -101 -6%
TCOO
1784
Trust Company of Oklahoma
Oklahoma
$352K +$352K +1,721 New
BCM
1785
Berbice Capital Management
New York
$352K – – –
LPAM
1786
Lodestar Private Asset Management
California
$350K -$155K -758 -31%
AIC
1787
Archer Investment Corporation
Indiana
$347K +$306K +1,494 +732%
CWS
1788
Confluence Wealth Services
Pennsylvania
$347K -$22.1K -108 -6%
MLA
1789
My Legacy Advisors
Oregon
$346K +$346K +1,804 New
AAMC
1790
Asset Allocation & Management Company
Illinois
$346K – – –
IA
1791
Intellus Advisors
Florida
$346K +$51.2K +250 +17%
NHT
1792
New Hampshire Trust
New Hampshire
$345K – – –
BFIM
1793
Beese Fulmer Investment Management
Ohio
$345K +$73.7K +360 +27%
TCWA
1794
Turtle Creek Wealth Advisors
Texas
$345K +$345K +1,686 New
WPW
1795
Watershed Private Wealth
Illinois
$345K -$5.12K -25 -1%
CA
1796
Cambridge Advisors
Nebraska
$344K +$6.14K +30 +2%
OL
1797
OneFund LLC
Florida
$344K -$1.84K -9 -0.5%
GF
1798
Gries Financial
Ohio
$344K +$7.16K +35 +2%
EGA
1799
E&G Advisors
Texas
$344K – – –
CNBTD
1800
Citizens National Bank Trust Department
Mississippi
$343K – – –
70 71
72
73 74