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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 %
4WM
1951
49 Wealth Management
Texas
$263K +$1.64K +8 +0.6%
QFW
1952
QTR Family Wealth
Florida
$263K +$263K +1,283 New
RFA
1953
Resurgent Financial Advisors
Georgia
$262K +$262K +1,279 New
AF
1954
Advisornet Financial
Minnesota
$261K -$16K -78 -6%
PFGIA
1955
Patriot Financial Group Insurance Agency
Massachusetts
$261K +$261K +1,274 New
WCM
1956
Wedge Capital Management
North Carolina
$260K -$1.84K -9 -0.7%
CWM
1957
Centurion Wealth Management
Virginia
$258K +$5.32K +26 +2%
VHAM
1958
Van Hulzen Asset Management
California
$257K +$257K +1,258 New
SFC
1959
SYM Financial Corp
Indiana
$257K -$571K -2,789 -69%
CI
1960
Ceera Investments
Texas
$257K – – –
IAS
1961
Investment Advisory Services
Texas
$257K +$11.3K +55 +5%
SAM
1962
Sequent Asset Management
Texas
$257K -$16.4K -80 -6%
CWMK
1963
Caliber Wealth Management (Kansas)
Kansas
$256K +$256K +1,253 New
CMS
1964
Capital Market Strategies
Florida
$256K -$28K -137 -10%
YWS
1965
Yarger Wealth Strategies
Ohio
$255K +$255K +1,247 New
SIM
1966
Stratos Investment Management
Ohio
$255K – – –
LA
1967
Latitude Advisors
Florida
$254K +$1.64K +8 +0.6%
IDA
1968
Intelligence Driven Advisers
California
$253K +$253K +1,236 New
FWA
1969
Flagship Wealth Advisors
Massachusetts
$253K – – –
GAM
1970
Gemmer Asset Management
California
$252K +$7.16K +35 +3%
PWM
1971
PTM Wealth Management
United States
$252K +$252K +1,250 New
CCA
1972
Cooper Capital Advisors
California
$252K -$4.71K -23 -2%
PFM
1973
Patton Fund Management
Texas
$252K +$252K +1,229 New
IIL
1974
Insight Inv LLC
California
$249K -$3.72M -18,162 -94%
WFA
1975
WMG Financial Advisors
Tennessee
$249K – – –
77 78
79
80 81