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Palo Alto Networks

2,008 hedge funds and large institutions have $84.6B invested in Palo Alto Networks in 2024 Q2 according to their latest regulatory filings, with 271 funds opening new positions, 904 increasing their positions, 597 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 271 | Existing positions closed: 138

65% more funds holding in top 10

Funds holding in top 10: 4981 (+32)

51% more repeat investments, than reductions

Existing positions increased: 904 | Existing positions reduced: 597

21% more capital invested

Capital invested by funds: $70B → $84.6B (+$14.6B)

6% more funds holding

Funds holding: 1,9002,008 (+108)

0.42% more ownership

Funds ownership: 152.84%153.26% (+0.42%)

42% less call options, than puts

Call options by funds: $4.71B | Put options by funds: $8.06B

Holders
2,008
Holders Change
+108
Holders Change %
+5.68%
% of All Funds
29%
Holding in Top 10
81
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+65.31%
% of All Funds
1.17%
New
271
Increased
904
Reduced
597
Closed
138
Calls
$4.71B
Puts
$8.06B
Net Calls
-$3.35B
Net Calls Change
-$1.32B
Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
226
Badgley Phelps Wealth Managers
Washington
$32.6M -$1.44M -9,604 -5%
ASRS
227
Arizona State Retirement System
Arizona
$31.8M +$953K +6,374 +4%
FAF
228
Första AP-fonden
Sweden
$31.7M -$2.57M -17,200 -8%
Skandinaviska Enskilda Banken (SEB)
229
Skandinaviska Enskilda Banken (SEB)
Sweden
$31.3M -$20.4M -136,232 -42%
CTA
230
Chesley Taft & Associates
Illinois
$31.1M +$726K +4,852 +3%
Lido Advisors
231
Lido Advisors
California
$30.9M -$11.3M -75,712 -29%
SEI Investments
232
SEI Investments
Pennsylvania
$30.7M -$4.05M -27,100 -13%
DFO
233
Duquesne Family Office
New York
$30.2M -$14.9M -99,500 -36%
SBH
234
Segall Bryant & Hamill
Illinois
$30M +$2.89M +19,294 +12%
SOMRS
235
State of Michigan Retirement System
Michigan
$30M +$628K +4,200 +2%
Twin Tree Management
236
Twin Tree Management
Texas
$29.5M +$19.8M +132,580 +318%
Mirae Asset Global Investments
237
Mirae Asset Global Investments
South Korea
$29.3M -$144M -961,150 -85%
VanEck Associates
238
VanEck Associates
New York
$29M +$20.8M +138,830 +427%
DnB Asset Management
239
DnB Asset Management
Norway
$28.8M +$777K +5,196 +3%
TAM
240
Thematics Asset Management
France
$28.6M -$190K -1,272 -0.7%
BSA
241
Braun Stacey Associates
New York
$28.5M -$1.42M -9,488 -5%
MCM
242
MAI Capital Management
Ohio
$28.5M -$445K -2,974 -2%
SCM
243
Spyglass Capital Management
California
$28.3M -$6.88M -46,026 -22%
GI
244
Gradient Investments
Minnesota
$27.4M +$2.26M +15,120 +10%
MGI
245
MayTech Global Investments
New York
$26.8M +$474K +3,172 +2%
PCA
246
Private Capital Advisors
Connecticut
$26.8M +$1.3M +8,668 +6%
LWM
247
Lyell Wealth Management
California
$26.7M +$918K +6,140 +4%
TCOV
248
Trust Company of Vermont
Vermont
$26.3M +$637K +4,260 +3%
MML Investors Services
249
MML Investors Services
Massachusetts
$26.2M +$5M +33,438 +28%
PTC
250
Philadelphia Trust Company
Pennsylvania
$26.1M +$2.43M +16,252 +12%

PANW Hedge Fund Activity: Q2 2024 in Review

2,008 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2024, worth a combined $84.6B — up 21% from $70B a quarter earlier.

Buyers outnumbered sellers: 271 funds opened new PANW positions and 138 closed out — a net gain of 133 holders — while 904 added to existing stakes and 597 trimmed.

The largest buyer was UBS AM, adding an estimated $337M. The largest seller was Norges Bank, cutting an estimated $614M.

  • 2,008 institutional investors held Palo Alto Networks (PANW) as of Q2 2024, up from 1,900 in Q1 2024.
  • Funds reported $84.6B of Palo Alto Networks stock for Q2 2024, up 21% quarter-over-quarter.
  • 271 funds opened new Palo Alto Networks positions in Q2 2024 and 138 closed out, a net change of +133 holders.
  • The largest Palo Alto Networks buyer in Q2 2024 was UBS AM, an estimated $337M added.
  • The largest Palo Alto Networks seller in Q2 2024 was Norges Bank, an estimated $614M sold.

Based on aggregated 13F filings for Q2 2024.