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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
1WM
801
1858 Wealth Management
Ohio
$2.79M -$251K -1,492 -8%
CT
802
Caldwell Trust
Florida
$2.79M +$46.5K +276 +2%
DA
803
Dover Advisors
Virginia
$2.79M -$30.3K -180 -1%
MA
804
Mutual Advisors
Nebraska
$2.78M -$58.9K -350 -2%
AI
805
AXS Investments
New York
$2.78M -$588K -3,492 -18%
DWT
806
Dorsey & Whitney Trust
South Dakota
$2.77M +$531K +3,154 +24%
SF
807
Summit Financial
New Jersey
$2.77M +$238K +1,416 +10%
WHG
808
Westwood Holdings Group
Texas
$2.76M +$358K +2,126 +15%
BIM
809
Baldwin Investment Management
Pennsylvania
$2.74M +$27.9K +166 +1%
IAS
810
Insigneo Advisory Services
Florida
$2.74M -$259K -1,540 -9%
AWM
811
Avitas Wealth Management
California
$2.74M -$22.9K -136 -0.8%
AFS
812
Aft Forsyth & Sober
Florida
$2.73M
CAIMH
813
Central Asset Investments & Management Holdings
Hong Kong
$2.73M +$2.68M +15,946 New
RPC
814
Rossmore Private Capital
Connecticut
$2.71M
CV
815
Counterweight Ventures
North Carolina
$2.7M +$176K +1,046 +7%
LSPW
816
Lake Street Private Wealth
Illinois
$2.7M -$2.33M -13,864 -47%
IFWM
817
Institute for Wealth Management
Colorado
$2.7M -$1.35K -8 -0.1%
CAC
818
Certified Advisory Corp
Florida
$2.7M -$26.3K -156 -1%
MS
819
Maven Securities
Jersey
$2.7M -$1.78M -10,572 -40%
KCM
820
Kornitzer Capital Management
Kansas
$2.69M
CCM
821
Coldstream Capital Management
Washington
$2.69M +$802K +4,762 +46%
WAP
822
Wealthcare Advisory Partners
Pennsylvania
$2.69M -$70.4K -418 -3%
AAM
823
Azzad Asset Management
Virginia
$2.68M -$11.8K -70 -0.4%
GSWM
824
Greenup Street Wealth Management
Michigan
$2.68M +$318K +1,890 +14%
SCA
825
St. Clair Advisors
Ohio
$2.68M

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.