PANW icon

Palo Alto Networks

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
Name Holding Trade Value Shares
Change
Shares
Change %
CW
2276
Curio Wealth
Maryland
$11.1K +$10.8K +53 +5,300%
CWM
2277
Cranbrook Wealth Management
Michigan
$11.1K +$11.1K +54 New
DRP
2278
Decker Retirement Planning
Utah
$11.1K +$11.1K +54 New
MWM
2279
Mascoma Wealth Management
New Hampshire
$10.6K -$8.19K -40 -43%
LIA
2280
Luken Investment Analytics
Tennessee
$10.6K
BHWM
2281
Bay Harbor Wealth Management
Maryland
$10.4K +$2.05K +10 +24%
DF
2282
Dunhill Financial
United Kingdom
$10.4K -$9.13K -44 -47%
RWS
2283
Retirement Wealth Solutions
Wisconsin
$10K -$29.5K -144 -75%
AA
2284
Addison Advisors
Vermont
$10K +$2.66K +13 +36%
LWANC
2285
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K +$9.95K +2,037 +20,370%
W
2286
WealthCollab
Washington
$8.6K +$1.23K +6 +17%
BFS
2287
Bare Financial Services
Pennsylvania
$8.59K +$5.93K +29 +223%
CWM
2288
CarsonAllaria Wealth Management
Illinois
$8.19K
MAFA
2289
MJT & Associates Financial Advisory
Minnesota
$8.19K
DIP
2290
DT Investment Partners
Pennsylvania
$8.19K
MSWM
2291
Mowery & Schoenfeld Wealth Management
Illinois
$7.57K -$24.1K -118 -76%
WCM
2292
WealthTrak Capital Management
Virginia
$7.57K -$1.64K -8 -18%
KA
2293
Kozak & Associates
Colorado
$7.42K
ACA
2294
American Capital Advisory
Idaho
$7.37K -$205 -1 -3%
PW
2295
Pandora Wealth
Illinois
$7.37K
PGAM
2296
Princeton Global Asset Management
New Jersey
$6.96K +$6.96K +34 New
PWA
2297
Principia Wealth Advisory
Texas
$6.75K +$2.66K +13 +65%
CIR
2298
Clear Investment Research
Georgia
$6.55K
KWM
2299
Kiker Wealth Management
Georgia
$6.14K
OWP
2300
ORG Wealth Partners
Texas
$5.87K