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Palo Alto Networks
PANW

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: 49 → 81 (+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: 1,900 → 2,008 (+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

Top Buyers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
+$337M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$278M
3
BlackRock
BlackRock
New York
+$277M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$270M
5
Bank of America
Bank of America
North Carolina
+$226M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$614M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$570M
3
Jennison Associates
Jennison Associates
New York
-$215M
4
Franklin Resources
Franklin Resources
California
-$172M
5
N
Nuveen
North Carolina
-$147M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
776
Bard Financial Services
Connecticut
$2.76M +$7.48K +50 +0.3%
AHC
777
Anderson Hoagland & Co
Missouri
$2.76M – – –
BAM
778
Belpointe Asset Management
Nevada
$2.76M +$1.19M +7,950 +95%
SW
779
SteelPeak Wealth
California
$2.75M -$99K -662 -4%
AWM
780
Avitas Wealth Management
California
$2.74M -$21.2K -142 -0.9%
AC
781
Avestar Capital
New York
$2.74M +$172K +1,152 +8%
PWM
782
Pinnacle Wealth Management
California
$2.74M +$31.4K +210 +1%
WAP
783
Wealthcare Advisory Partners
Pennsylvania
$2.74M +$762K +5,096 +46%
AWM
784
Apollon Wealth Management
South Carolina
$2.73M -$564K -3,772 -19%
CT
785
Caldwell Trust
Florida
$2.72M +$153K +1,022 +7%
PIM
786
Penobscot Investment Management
Massachusetts
$2.72M +$953K +6,370 +66%
AFS
787
Aft Forsyth & Sober
Florida
$2.71M – – –
MUAMU
788
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.71M +$1.5M +10,000 +167%
SF
789
Symphony Financial
Texas
$2.71M +$330K +2,206 +16%
PI
790
PFG Investments
New York
$2.71M -$230K -1,538 -9%
CAC
791
Certified Advisory Corp
Florida
$2.7M +$28.4K +190 +1%
FFA
792
Farther Finance Advisors
California
$2.7M +$1.05M +6,992 +79%
BIM
793
Baldwin Investment Management
Pennsylvania
$2.69M -$140K -936 -6%
RPC
794
Rossmore Private Capital
Connecticut
$2.69M +$2.99K +20 +0.1%
HCM
795
Hodges Capital Management
Texas
$2.68M +$15K +100 +0.6%
IFWM
796
Institute for Wealth Management
Colorado
$2.68M -$79K -528 -3%
AAM
797
Azzad Asset Management
Virginia
$2.67M +$17.1K +114 +0.7%
KCM
798
Kornitzer Capital Management
Kansas
$2.67M +$218K +1,460 +10%
RFC
799
Regions Financial Corp
Alabama
$2.67M +$154K +1,030 +7%
SWP
800
Strategic Wealth Partners
Ohio
$2.66M -$12.3K -82 -0.5%
30 31
32
33 34

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.