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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 %
CFG
2051
Copley Financial Group
California
$213K +$213K +1,039 New
AT
2052
Arlington Trust
Alabama
$212K -$124K -604 -37%
MHWM
2053
Montz Harcus Wealth Management
Louisiana
$212K -$83.5K -408 -28%
BPW
2054
Bingham Private Wealth
California
$212K -$49.1K -240 -19%
CPA
2055
Capital Performance Advisors
California
$212K -$240K -1,172 -53%
CPP
2056
Capasso Planning Partners
South Carolina
$212K +$212K +1,034 New
BL
2057
Balentine LLC
Georgia
$210K +$210K +1,027 New
PIA
2058
Pinion Investment Advisors
Kansas
$210K +$210K +1,026 New
IA
2059
IFC Advisors
California
$210K +$210K +1,026 New
USB
2060
Union Savings Bank
Connecticut
$210K +$210K +1,207 New
RWA
2061
Rooted Wealth Advisors
Illinois
$209K +$209K +1,117 New
CSPIA
2062
Cary Street Partners Investment Advisory
Virginia
$209K +$26.6K +130 +15%
GHAM
2063
Gilman Hill Asset Management
Connecticut
$209K +$209K +1,020 New
LA
2064
LVW Advisors
New York
$208K +$208K +1,018 New
JTWM
2065
Jackson Thornton Wealth Management
Alabama
$208K +$208K +1,018 New
SGCA
2066
Steel Grove Capital Advisors
Tennessee
$208K +$208K +1,014 New
FWTB
2067
First Western Trust Bank
Colorado
$206K +$206K +1,009 New
ERIC
2068
Eagle Rock Investment Company
Georgia
$206K +$206K +1,008 New
HDA
2069
Harold Davidson & Associates
California
$206K +$206K +1,006 New
EAM
2070
Evanson Asset Management
California
$206K +$206K +1,006 New
NFP
2071
Narus Financial Partners
Utah
$206K +$206K +1,005 New
VC
2072
Veracity Capital
Georgia
$206K +$206K +1,005 New
WLPWM
2073
Walled Lake Planning & Wealth Management
Illinois
$205K +$205K +1,003 New
PI
2074
Parkside Investments
Illinois
$205K -$614K -3,000 -75%
CWIG
2075
Chung Wu Investment Group
Texas
$205K +$205K +1,000 New
81 82
83
84 85