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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
CG
701
Carmignac Gestion
France
$3.6M +$280K +1,874 +10%
Wolverine Trading
702
Wolverine Trading
Illinois
$3.59M -$3.08M -20,588 -49%
MFG
703
Magnus Financial Group
New York
$3.58M +$102K +682 +3%
ONB
704
Old National Bancorp
Indiana
$3.57M -$661K -4,416 -17%
RA
705
RFG Advisory
Alabama
$3.56M +$305K +2,038 +11%
NL
706
NVWM LLC
Pennsylvania
$3.55M +$19.1K +128 +0.6%
GAM
707
Garrison Asset Management
Arkansas
$3.55M +$5.68K +38 +0.2%
FSA
708
Fort Sheridan Advisors
Illinois
$3.54M +$395K +2,640 +14%
KRSITF
709
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.53M +$4.79K +32 +0.2%
SW
710
SVB Wealth
Massachusetts
$3.5M +$108K +724 +4%
KF
711
KKM Financial
Illinois
$3.49M +$39.8K +266 +1%
NMIMC
712
Northwestern Mutual Investment Management Company
Wisconsin
$3.49M +$83.2K +556 +3%
WR
713
WD Rutherford
Oregon
$3.47M -$196K -1,308 -6%
CG
714
Caprock Group
Idaho
$3.46M +$906K +6,054 +42%
CWA
715
Canvas Wealth Advisors
Kansas
$3.46M -$71.5K -478 -2%
PCMH
716
Polymer Capital Management (HK)
Hong Kong
$3.45M +$2.55M +17,050 +512%
M
717
Mirova
France
$3.44M +$3.04M +20,300 New
TW
718
TrinityPoint Wealth
Connecticut
$3.43M +$28.4K +190 +0.9%
JIC
719
Johnson Investment Counsel
Ohio
$3.4M -$38K -254 -1%
Nomura Holdings
720
Nomura Holdings
Japan
$3.39M -$3.19M -21,314 -52%
MS
721
Mizuho Securities
Japan
$3.38M +$2.13M +14,240 +251%
AW
722
Alaethes Wealth
Nevada
$3.37M +$38K +254 +1%
SC
723
Savoie Capital
Illinois
$3.37M -$1.05M -7,000 -26%
AI
724
AXS Investments
New York
$3.35M -$366K -2,450 -11%
PWM
725
Peterson Wealth Management
Nevada
$3.33M +$44.6K +298 +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.