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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 %
MWM
1901
Marion Wealth Management
Pennsylvania
$283K +$14.1K +69 +5%
PA
1902
Perennial Advisors
New York
$282K – – –
CCP
1903
Clarity Capital Partners
California
$282K +$282K +1,378 New
GCA
1904
Gradient Capital Advisors
California
$282K +$11.7K +57 +4%
WWM
1905
Wagner Wealth Management
South Carolina
$281K +$16.6K +81 +6%
YP
1906
YANKCOM Partnership
South Dakota
$280K -$1.43K -7 -0.5%
BTWM
1907
Brass Tax Wealth Management
Ohio
$280K +$24.1K +118 +9%
DOA
1908
D'Orazio & Associates
Virginia
$279K -$19.9K -97 -7%
BCM
1909
Blume Capital Management
California
$279K -$4.09K -20 -1%
AP
1910
Atwood & Palmer
Missouri
$279K – – –
PMG
1911
ProVise Management Group
Florida
$279K +$205 +1 +0.1%
MCM
1912
M1 Capital Management
Michigan
$277K +$23.5K +115 +9%
AWG
1913
Altus Wealth Group
Colorado
$277K – – –
ECA
1914
Elevated Capital Advisors
Utah
$276K – – –
OFW
1915
Omnia Family Wealth
Florida
$275K +$5.73K +28 +2%
NCM
1916
Nelson Capital Management
California
$275K +$4.09K +20 +2%
BHB
1917
Bank Hapoalim BM
Israel
$275K – – –
BW
1918
BXM Wealth
Colorado
$274K +$16.4K +80 +6%
MPM
1919
MBB Public Markets
Illinois
$274K -$64.3K -314 -19%
LCGC
1920
Legacy Capital Group California
California
$274K +$22.5K +110 +9%
RL
1921
Retireful LLC
Michigan
$273K +$273K +1,336 New
FBB
1922
Fulton Breakefield Broenniman
Maryland
$273K +$273K +1,335 New
PIA
1923
Prakash Investment Advisors
Massachusetts
$273K – – –
TPBG
1924
Turning Point Benefit Group
Maryland
$273K +$273K +1,332 New
AAP
1925
Arax Advisory Partners
Colorado
$272K +$51.4K +175 +23%
75 76
77
78 79