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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 %
PCM
2026
Pennsylvania Capital Management
Pennsylvania
$225K +$225K +1,100 New
RIS
2027
Retirement Income Solutions
Michigan
$223K +$223K +1,092 New
EL
2028
Essex LLC
Illinois
$223K +$223K +1,091 New
AIP
2029
Almanack Investment Partners
Pennsylvania
$223K +$223K +1,090 New
CICI
2030
Capital Investment Counsel Inc
North Carolina
$222K +$222K +1,085 New
WE
2031
Wealth Effects
Massachusetts
$221K +$221K +1,080 New
BDL
2032
Bey-Douglas LLC
Georgia
$221K +$221K +1,080 New
JWWM
2033
Johnson & White Wealth Management
Pennsylvania
$221K +$221K +1,078 New
SM
2034
Sensible Money
Arizona
$221K +$221K +1,079 New
EMFAT
2035
Emerald Mutual Fund Advisers Trust
Pennsylvania
$221K -$11.3K -55 -5%
JFG
2036
JMG Financial Group
Illinois
$220K +$220K +1,076 New
VPWA
2037
Vestia Personal Wealth Advisors
Indiana
$219K +$219K +1,072 New
WB
2038
Webster Bank
Connecticut
$219K +$22.3K +109 +11%
FFO
2039
Fiduciary Family Office
Florida
$218K +$218K +1,067 New
WCWM
2040
Willow Creek Wealth Management
California
$218K +$218K +1,067 New
ORC
2041
O'Rourke & Company
Massachusetts
$218K +$218K +1,066 New
FCIM
2042
Fairview Capital Investment Management
California
$218K +$218K +1,064 New
TCWM
2043
Total Clarity Wealth Management
Illinois
$217K +$217K +1,061 New
CA
2044
Callahan Advisors
Texas
$217K +$217K +1,060 New
Financial Engines Advisors
2045
Financial Engines Advisors
California
$216K +$216K +1,053 New
HKIMG
2046
Hutchens & Kramer Investment Management Group
Indiana
$215K -$16.8K -85 -7%
DA
2047
DCF Advisers
Connecticut
$215K +$215K +1,050 New
TYCC
2048
Texas Yale Capital Corp
Florida
$214K +$214K +1,046 New
LA
2049
LexAurum Advisors
Kansas
$214K +$214K +1,044 New
C
2050
Covestor
United Kingdom
$213K -$117K -573 -35%
80 81
82
83 84