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Palo Alto Networks

2,065 hedge funds and large institutions have $85.1B invested in Palo Alto Networks in 2024 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 894 increasing their positions, 689 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 107

30% more repeat investments, than reductions

Existing positions increased: 894 | Existing positions reduced: 689

3% more funds holding

Funds holding: 2,0072,065 (+58)

1.53% more ownership

Funds ownership: 153.26%154.79% (+1.5%)

1% more capital invested

Capital invested by funds: $84.6B → $85.1B (+$477M)

25% less funds holding in top 10

Funds holding in top 10: 8161 (-20)

47% less call options, than puts

Call options by funds: $4.24B | Put options by funds: $7.93B

Holders
2,065
Holders Change
+58
Holders Change %
+2.89%
% of All Funds
29.65%
Holding in Top 10
61
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-24.69%
% of All Funds
0.88%
New
187
Increased
894
Reduced
689
Closed
107
Calls
$4.24B
Puts
$7.93B
Net Calls
-$3.69B
Net Calls Change
-$337M
Name Holding Trade Value Shares
Change
Change in
Stake
URS
326
Utah Retirement Systems
Utah
$17.4M +$50.2K +298 +0.3%
CA
327
Clearstead Advisors
Ohio
$17.4M +$558K +3,316 +3%
DA
328
Dillon & Associates
Michigan
$17.3M +$729K +4,334 +4%
BIAS
329
Beacon Investment Advisory Services
New Jersey
$17.2M +$163K +968 +1%
CIS
330
Connors Investor Services
Pennsylvania
$17.1M -$149K -888 -0.9%
KAS
331
Kestra Advisory Services
Texas
$17M -$173K -1,030 -1%
UB
332
UMB Bank
Missouri
$16.9M +$47.5K +282 +0.3%
NA
333
NewEdge Advisors
Louisiana
$16.8M -$125K -744 -0.7%
CWM
334
Congress Wealth Management
Massachusetts
$16.8M +$13.7M +81,644 +487%
RIL
335
Rothschild Investment LLC
Illinois
$16.8M -$347K -2,062 -2%
CAM
336
Cresset Asset Management
Illinois
$16.6M +$1.28M +7,624 +9%
NYLIM
337
New York Life Investment Management
New York
$16.4M -$197K -1,168 -1%
BRWA
338
B. Riley Wealth Advisors
Florida
$16.2M -$2.78M -16,494 -15%
FSA
339
Franklin Street Advisors
North Carolina
$16.2M +$268K +1,594 +2%
Envestnet Portfolio Solutions
340
Envestnet Portfolio Solutions
Illinois
$15.9M +$1.69M +10,054 +12%
Mercer Global Advisors
341
Mercer Global Advisors
Colorado
$15.9M +$2.52M +14,946 +18%
DF
342
DNCA Finance
France
$15.9M -$1.68M -10,000 -10%
FT
343
Fiduciary Trust
Massachusetts
$15.8M +$4.92M +29,222 +46%
OCM
344
Oribel Capital Management
New York
$15.8M +$15.5M +92,200 New
IAN
345
Integrated Advisors Network
Texas
$15.6M +$133K +792 +0.9%
AAM
346
Advisors Asset Management
Colorado
$15.5M -$1.98M -11,752 -11%
UAS
347
United Asset Strategies
New York
$15.5M +$412K +2,448 +3%
CK
348
Cohen Klingenstein
New York
$15.5M
Public Employees Retirement Association of Colorado
349
Public Employees Retirement Association of Colorado
Colorado
$15.4M +$10.1K +60 +0.1%
SICM
350
Sustainable Insight Capital Management
New York
$15.3M +$269K +1,600 +2%

PANW Hedge Fund Activity: Q3 2024 in Review

2,065 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2024, worth a combined $85.1B — up 0.56% from $84.6B a quarter earlier.

Buyers outnumbered sellers: 187 funds opened new PANW positions and 107 closed out — a net gain of 80 holders — while 894 added to existing stakes and 689 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $1.09B. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $421M.

  • 2,065 institutional investors held Palo Alto Networks (PANW) as of Q3 2024, up from 2,007 in Q2 2024.
  • Funds reported $85.1B of Palo Alto Networks stock for Q3 2024, up 0.56% quarter-over-quarter.
  • 187 funds opened new Palo Alto Networks positions in Q3 2024 and 107 closed out, a net change of +80 holders.
  • The largest Palo Alto Networks buyer in Q3 2024 was International Assets Investment Management, an estimated $1.09B added.
  • The largest Palo Alto Networks seller in Q3 2024 was Canada Pension Plan Investment Board, an estimated $421M sold.

Based on aggregated 13F filings for Q3 2024.