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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
HL
826
HeadInvest LLC
Maine
$2.49M -$15K -100 -0.7%
TIA
827
Trust Investment Advisors
Indiana
$2.47M -$11.4K -76 -0.5%
RCA
828
Resonant Capital Advisors
Wisconsin
$2.47M +$247K +1,654 +13%
AAS
829
Ameritas Advisory Services
Nebraska
$2.46M +$144K +960 +7%
VSQM
830
V-Square Quantitative Management
Illinois
$2.46M +$1.56M +10,404 +253%
GKWIM
831
Gerber Kawasaki Wealth & Investment Management
California
$2.46M +$171K +1,140 +9%
SWM
832
StoneCrest Wealth Management
Arizona
$2.46M -$642K -4,294 -23%
TAM
833
Tealwood Asset Management
Minnesota
$2.46M -$17.1K -114 -0.8%
FHWM
834
Fox Hill Wealth Management
Massachusetts
$2.43M -$116K -776 -5%
IMCOOI
835
Investment Management Corp of Ontario (IMCO)
Canada
$2.42M +$598K +4,000 +39%
LOAME
836
Lombard Odier Asset Management (Europe)
United Kingdom
$2.41M +$2.13M +14,242 New
FM
837
Freemont Management
Switzerland
$2.41M -$10.4M -69,600 -83%
CSPIA
838
Cary Street Partners Investment Advisory
Virginia
$2.4M +$12.9K +86 +0.6%
NDSI
839
Newman Dignan & Sheerar Inc
Rhode Island
$2.39M -$1.2K -8 -0.1%
PWM
840
Perigon Wealth Management
California
$2.39M +$223K +1,488 +12%
WHG
841
Westwood Holdings Group
Texas
$2.38M -$136K -912 -6%
GWMIA
842
Global Wealth Management Investment Advisory
Florida
$2.37M +$129K +864 +7%
UM
843
Ulysses Management
New York
$2.37M +$1.35M +9,000 +180%
SRL
844
Scientech Research LLC
New Jersey
$2.37M +$2.09M +13,980 New
IBOK
845
Independence Bank of Kentucky
Kentucky
$2.36M +$84.7K +566 +4%
PL
846
Perpetual Ltd
Australia
$2.36M -$657K -4,392 -24%
MCCP
847
Mission Creek Capital Partners
California
$2.35M +$421K +2,814 +25%
FFN
848
Focus Financial Network
Minnesota
$2.35M +$48.8K +326 +2%
MGP
849
M&G plc
United Kingdom
$2.35M – – –
BCM
850
Barden Capital Management
Texas
$2.34M -$3.29K -22 -0.2%
32 33
34
35 36

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.