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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 %
PWA
2001
Provenance Wealth Advisors
Florida
$236K +$83.7K +409 +55%
WA
2002
WBH Advisory
Maryland
$236K +$236K +1,152 New
RWI
2003
Red Wave Investments
Pennsylvania
$235K +$235K +1,150 New
BSHC
2004
Breed's Hill Capital
Massachusetts
$235K +$235K +1,148 New
NFG
2005
Nadler Financial Group
Illinois
$235K -$43K -210 -15%
LWM
2006
Liberty Wealth Management
California
$234K +$234K +1,145 New
EFG
2007
Embree Financial Group
Illinois
$233K +$233K +1,140 New
CWP
2008
Curated Wealth Partners
California
$233K +$233K +1,138 New
CFP
2009
Cascade Financial Partners
California
$232K -$271K -1,322 -54%
HNWAG
2010
High Net Worth Advisory Group
Florida
$232K +$232K +1,135 New
QC
2011
Quent Capital
New York
$232K +$12.7K +62 +6%
IAA
2012
Ironsides Asset Advisors
North Carolina
$232K -$18.4K -90 -7%
WDG
2013
Wealth Dimensions Group
Ohio
$232K +$232K +1,133 New
QPWM
2014
Quadrant Private Wealth Management
Pennsylvania
$232K +$232K +1,132 New
RFA
2015
Rollins Financial Advisors
New York
$230K +$230K +1,126 New
BI
2016
Ballast Inc
Kentucky
$228K +$228K +1,115 New
WAAG
2017
Wealth Alliance Advisory Group
Kansas
$228K +$228K +1,115 New
JPLA
2018
Joseph P. Lucia & Associates
New York
$228K +$228K +1,115 New
KCPT
2019
Kingstone Capital Partners Texas
Texas
$228K +$228K +1,116 New
MWS
2020
MFA Wealth Services
California
$228K +$228K +1,112 New
KWMG
2021
King Wealth Management Group
Florida
$226K +$226K +1,106 New
CFO
2022
CVA Family Office
Colorado
$226K +$17K +83 +8%
TW
2023
TritonPoint Wealth
Maryland
$225K +$225K +1,101 New
SRC
2024
Shufro Rose & Co
New York
$225K – – –
WWM
2025
WT Wealth Management
Arizona
$225K +$225K +1,100 New
79 80
81
82 83