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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
SSA
401
Sierra Summit Advisors
Nevada
$11.6M +$1.9M +12,696 +23%
SIA
402
Sit Investment Associates
Minnesota
$11.5M +$480K +3,210 +5%
HWA
403
HCR Wealth Advisors
California
$11.5M
CT
404
Coastline Trust
Rhode Island
$11.5M +$269K +1,796 +3%
SMDAM
405
Sumitomo Mitsui DS Asset Management
Japan
$11.3M +$667K +4,460 +7%
SG Americas Securities
406
SG Americas Securities
New York
$11.3M -$5.58M -37,280 -36%
SCI
407
S&CO Inc
Massachusetts
$11.2M +$897K +6,000 +10%
TC
408
TownSquare Capital
Utah
$11.1M +$544K +3,638 +6%
CWP
409
CFM Wealth Partners
Texas
$11.1M +$102K +682 +1%
FPGT
410
Financial Partners Group (Tennessee)
Tennessee
$11.1M +$1.19M +7,970 +14%
ECM
411
Evergreen Capital Management
Washington
$11M +$6.28K +42 +0.1%
SCA
412
Snowden Capital Advisors
New York
$11M +$308K +2,060 +3%
RWP
413
RWA Wealth Partners
Massachusetts
$11M +$235K +1,568 +2%
TCOT
414
Trust Company of Toledo
Ohio
$11M +$289K +1,930 +3%
FAB
415
First American Bank
Illinois
$10.9M +$39.5K +264 +0.4%
VPIM
416
Vanguard Personalized Indexing Management
California
$10.9M +$1.64M +10,964 +20%
CAG
417
Crestwood Advisors Group
Massachusetts
$10.8M +$195K +1,302 +2%
IGAM
418
iA Global Asset Management
Quebec, Canada
$10.8M +$434K +2,900 +5%
FT
419
Fiduciary Trust
Massachusetts
$10.8M +$5.35M +35,798 +130%
ASN
420
Advisory Services Network
Georgia
$10.7M +$905K +6,052 +11%
GXJ
421
Global X Japan
Japan
$10.7M +$2.61M +17,476 +38%
WS
422
Wedbush Securities
California
$10.6M -$4.02M -26,866 -30%
LFM
423
LGT Fund Management
Liechtenstein
$10.5M +$6.73M +45,000 +267%
WSCM
424
Wellington Shields Capital Management
New York
$10.5M +$89.7K +600 +1%
WFG
425
Wills Financial Group
Virginia
$10.3M +$9.27K +62 +0.1%

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.