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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
SC
451
Searle & Co
Connecticut
$9.04M
CI
452
Carroll Investors
South Carolina
$9.04M +$176K +1,176 +2%
EI
453
Ethic Inc
New York
$9.04M +$434K +2,900 +6%
KA
454
Kovack Advisors
Florida
$8.99M -$3.34M -22,306 -30%
GIBU
455
Gulf International Bank (UK)
United Kingdom
$8.95M -$281K -1,880 -3%
AP
456
Appleton Partners
Massachusetts
$8.84M -$587K -3,926 -7%
AWP
457
Ascent Wealth Partners
New York
$8.8M +$237K +1,582 +3%
ERWM
458
Elk River Wealth Management
Colorado
$8.77M +$29.3K +196 +0.4%
FNT
459
First National Trust
Pennsylvania
$8.77M -$232K -1,550 -3%
CAM
460
Covenant Asset Management
New Jersey
$8.72M -$64K -428 -0.8%
PGA
461
Portland Global Advisors
Maine
$8.7M +$157K +1,048 +2%
NIM
462
NEOS Investment Management
Connecticut
$8.67M +$2.35M +15,680 +44%
QCM
463
Quantinno Capital Management
New York
$8.67M +$4.07M +27,212 +114%
AC
464
Asio Capital
Kentucky
$8.65M +$20K +134 +0.3%
BFS
465
Burr Financial Services
California
$8.62M -$378K -2,524 -5%
TP
466
Teca Partners
Texas
$8.54M
TRSOTSOK
467
Teachers Retirement System of the State of Kentucky
Kentucky
$8.49M -$6.04M -40,352 -45%
PA
468
Parallel Advisors
California
$8.49M +$97.2K +650 +1%
SWM
469
Spire Wealth Management
Virginia
$8.48M -$463K -3,098 -6%
ACM
470
Alight Capital Management
New York
$8.48M +$7.48M +50,000 New
GWM
471
Geneos Wealth Management
Colorado
$8.46M +$794K +5,306 +12%
MSU
472
Mizuho Securities USA
New York
$8.45M +$7.45M +49,832 New
LWMM
473
Legacy Wealth Management (Mississippi)
Mississippi
$8.41M -$2.99K -20 -0%
TCM
474
Traynor Capital Management
Pennsylvania
$8.39M +$2.15M +14,360 +41%
CWM
475
CMH Wealth Management
New Hampshire
$8.35M -$113K -756 -2%

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.