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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 %
RW
2076
RVW Wealth
California
$205K +$205K +1,000 New
OPWM
2077
Oakwell Private Wealth Management
Texas
$204K +$204K +995 New
TSW
2078
Thompson Siegel & Walmsley
Virginia
$203K +$203K +990 New
WF
2079
WoodTrust Financial
Wisconsin
$203K +$203K +990 New
RFN
2080
Redwood Financial Network
Ohio
$203K +$203K +991 New
AFA
2081
AA Financial Advisors
Ohio
$202K +$202K +987 New
EA
2082
Ergawealth Advisors
Illinois
$202K +$202K +986 New
NCM
2083
Neumann Capital Management
California
$202K +$202K +986 New
BAG
2084
Bridgewealth Advisory Group
California
$202K +$202K +986 New
NWWA
2085
New Wave Wealth Advisors
Arkansas
$202K +$202K +985 New
CSC
2086
Caldwell Sutter Capital
California
$201K +$4.3K +21 +2%
HWA
2087
HHM Wealth Advisors
Tennessee
$201K – – –
ATC
2088
Adirondack Trust Company
New York
$201K -$6.14K -30 -3%
SFG
2089
Sunburst Financial Group
Alabama
$200K +$200K +978 New
AB
2090
Atlas Brown
Kentucky
$200K +$200K +978 New
MS
2091
Mizuho Securities
Japan
$199K -$166K -810 -46%
CWM
2092
Copia Wealth Management
Oregon
$198K -$47.3K -231 -19%
MIM
2093
Meridiem Investment Management
United Kingdom
$196K – – –
GWS
2094
Greykasell Wealth Strategies
California
$196K +$85K +415 +77%
QL
2095
Quarry LP
New York
$191K -$50.1K -245 -21%
HDIM
2096
Hanson & Doremus Investment Management
Vermont
$189K +$27.2K +133 +17%
PAM
2097
Paradigm Asset Management
New York
$184K -$184K -900 -50%
RFA
2098
Reyes Financial Architecture
California
$184K -$29.1K -142 -14%
CFP
2099
Comprehensive Financial Planning
Pennsylvania
$175K +$61.4K +300 +54%
SBFM
2100
S-Bank Fund Management
Finland
$168K -$67.3K -329 -29%
82 83
84
85 86