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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 %
WF
1801
Whelan Financial
California
$342K +$57.5K +281 +20%
BFWA
1802
Benchmark Financial Wealth Advisors
Florida
$342K +$342K +1,669 New
RFA
1803
Register Financial Advisors
Georgia
$341K +$14.3K +70 +4%
SFP
1804
Shepherd Financial Partners
Massachusetts
$340K +$1.84K +9 +0.5%
TWA
1805
TCI Wealth Advisors
Arizona
$340K +$340K +1,661 New
KRW
1806
Kaufman Rossin Wealth
Florida
$340K -$44.4K -217 -12%
KCP
1807
Kera Capital Partners
California
$339K +$339K +1,657 New
MWM
1808
Mattern Wealth Management
Kansas
$336K -$172K -842 -34%
GC
1809
Garde Capital
Washington
$336K – – –
ORG
1810
Optimist Retirement Group
Washington
$336K +$29.9K +146 +10%
MAWA
1811
Moss Adams Wealth Advisors
Washington
$335K +$12.5K +61 +4%
CAM
1812
Claret Asset Management
Quebec, Canada
$333K -$16.1K -79 -5%
LCWP
1813
Legacy Capital Wealth Partners
Arkansas
$333K -$3.48K -17 -1%
BMCM
1814
Burns Matteson Capital Management
New York
$331K -$1.02K -5 -0.3%
HS
1815
Horan Securities
United States
$331K +$5.73K +28 +2%
FCM
1816
Fourpath Capital Management
Oklahoma
$330K -$10.2K -50 -3%
NA
1817
Nautilus Advisors
California
$330K +$3.07K +15 +0.9%
FFA
1818
Fi3 Financial Advisors
Indiana
$330K -$17.8K -87 -5%
AFGAS
1819
Allegiance Financial Group Advisory Services
Virginia
$330K -$41.3K -202 -11%
BG
1820
Bahl & Gaynor
Ohio
$330K -$61.4K -300 -16%
EA
1821
Ellsworth Advisors
Ohio
$329K -$5.12K -25 -2%
TWA
1822
Talisman Wealth Advisors
New Jersey
$329K +$329K +1,606 New
PWM
1823
PBMares Wealth Management
Virginia
$328K – – –
O3W
1824
Omni 360 Wealth
New Jersey
$328K +$62.2K +304 +23%
WA
1825
Waddell & Associates
Tennessee
$327K +$327K +1,600 New
71 72
73
74 75