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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 %
DCM
1926
Dudley Capital Management
Virginia
$272K – – –
MWM
1927
MOKAN Wealth Management
Kansas
$272K +$20.7K +101 +8%
EI
1928
Ellevest Inc
New York
$272K +$272K +1,327 New
OWA
1929
Opal Wealth Advisors
New York
$271K -$2.66K -13 -1%
AC
1930
Allstate Corporation
Illinois
$270K -$3.9M -19,039 -94%
ABWM
1931
Alpine Bank Wealth Management
Colorado
$270K – – –
WLIM
1932
White Lighthouse Investment Management
Massachusetts
$270K – – –
CBTWT
1933
Community Bank & Trust (Waco, Texas)
Texas
$270K – – –
CCA
1934
Catalyst Capital Advisors
New York
$270K -$48.9K -239 -15%
A
1935
AlphaQuest
New York
$270K +$175K +857 +186%
MFT
1936
Moisand Fitzgerald Tamayo
Florida
$269K – – –
CFA
1937
Capstone Financial Advisors
Illinois
$268K +$6.14K +30 +2%
ML
1938
McAdam LLC
Pennsylvania
$268K +$15.1K +74 +6%
CWA
1939
Consilium Wealth Advisory
Texas
$268K -$7.37K -36 -3%
AWM
1940
Activest Wealth Management
Florida
$266K +$24.8K +121 +10%
PA
1941
Promethium Advisors
Maryland
$266K – – –
UPS
1942
UHLMANN PRICE SECURITIES
Illinois
$266K +$266K +1,300 New
Wolverine Trading
1943
Wolverine Trading
Illinois
$266K -$1.12M -5,606 -81%
BFA
1944
Bill Few Associates
Pennsylvania
$266K -$8.19K -40 -3%
AIS
1945
AM Investment Strategies
Tennessee
$265K +$265K +1,297 New
FPCP
1946
Fort Point Capital Partners
California
$264K -$47.1K -230 -15%
LGG
1947
Luts & Greenleigh Group
Maryland
$264K +$1.02K +5 +0.4%
MAM
1948
Martingale Asset Management
Massachusetts
$263K – – –
KWM
1949
Kingsman Wealth Management
Florida
$263K +$263K +1,285 New
DI
1950
Disciplined Investors
Texas
$263K – – –
76 77
78
79 80