PANW icon

Palo Alto Networks

2,360 hedge funds and large institutions have $107B invested in Palo Alto Networks in 2025 Q2 according to their latest regulatory filings, with 254 funds opening new positions, 1,062 increasing their positions, 765 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

5% more funds holding

Funds holding: 2,2392,360 (+121)

1.42% more ownership

Funds ownership: 76.88%78.3% (+1.4%)

31% less call options, than puts

Call options by funds: $4.08B | Put options by funds: $5.88B

Holders
2,360
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.08B
Puts
$5.88B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
2001
Rockbridge Investment Management
New York
$248K
EIA
2002
Edgemoor Investment Advisors
Maryland
$248K
FM
2003
Family Management
New York
$247K
PAG
2004
Powers Advisory Group
Illinois
$247K
KWM
2005
Keebeck Wealth Management
Illinois
$247K
CWM
2006
Core Wealth Management
Florida
$246K
Cohen & Steers
2007
Cohen & Steers
New York
$246K
QWM
2008
Quaker Wealth Management
New Jersey
$246K
GB
2009
Goepper Burkhardt
South Carolina
$245K
FAG
2010
Fortitude Advisory Group
Washington
$245K
FC
2011
Fusion Capital
South Carolina
$244K
KIM
2012
Kestra Investment Management
Texas
$243K
PAM
2013
Peak Asset Management
Colorado
$243K
NCFG
2014
New Century Financial Group
New Jersey
$243K
ABC
2015
Associated Banc-Corp
Wisconsin
$242K
HFP
2016
Holistic Financial Partners
Indiana
$242K
SFM
2017
Signet Financial Management
New Jersey
$241K
WCG
2018
Weaver Consulting Group
California
$240K
FWM
2019
FSA Wealth Management
Massachusetts
$240K
EPW
2020
Evergreen Private Wealth
Colorado
$240K
PFC
2021
Phocas Financial Corp
California
$239K
SB
2022
Sunflower Bank
Texas
$239K
NGA
2023
Naples Global Advisors
Florida
$238K
TCM
2024
Tradewinds Capital Management
Washington
$237K
PWA
2025
Provenance Wealth Advisors
Florida
$236K