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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
GSWM
851
Greenup Street Wealth Management
Michigan
$2.34M +$2.06M +13,800 New
MSR
852
Main Street Research
Connecticut
$2.34M -$27M -180,306 -93%
KLCM
853
KG&L Capital Management
Louisiana
$2.32M -$359K -2,402 -15%
HCP
854
Holt Capital Partners
Texas
$2.32M – – –
EWM
855
Empirical Wealth Management
Washington
$2.32M +$139K +926 +7%
WI
856
Wintrust Investments
Illinois
$2.3M +$305K +2,038 +18%
LI
857
LMCG Investments
Massachusetts
$2.29M -$217K -1,454 -10%
SWM
858
SeaCrest Wealth Management
New York
$2.29M -$292K -1,950 -13%
UBG
859
United Bank (Georgia)
Georgia
$2.29M +$67.3K +450 +3%
LCM
860
Liberty Capital Management
Michigan
$2.28M +$372K +2,484 +23%
MME
861
Meag Munich Ergo
Germany
$2.27M +$2.01M +13,406 New
SAG
862
SageView Advisory Group
California
$2.27M +$2M +13,404 New
WI
863
Wahed Invest
New York
$2.26M +$158K +1,054 +9%
RMC
864
Resources Management Corp
Connecticut
$2.25M +$13.2K +88 +0.7%
FG
865
Formula Growth
Quebec, Canada
$2.25M – – –
LCM
866
Landscape Capital Management
New Jersey
$2.24M +$1.98M +13,232 New
MNBTD
867
Moody National Bank Trust Division
Texas
$2.24M -$27.5K -184 -1%
BSW
868
Buckingham Strategic Wealth
Missouri
$2.24M -$41K -274 -2%
GMFG
869
Greater Midwest Financial Group
Minnesota
$2.24M +$155K +1,034 +9%
S
870
SignatureFD
Georgia
$2.23M +$67K +448 +4%
DWT
871
Dorsey & Whitney Trust
South Dakota
$2.21M +$282K +1,888 +17%
HAM
872
Harmony Asset Management
Arizona
$2.21M -$1.58M -10,596 -45%
EFM
873
E Fund Management
China
$2.21M +$363K +2,428 +23%
GLR
874
Great Lakes Retirement
Ohio
$2.19M +$9.57K +64 +0.5%
CMI
875
Clare Market Investments
Texas
$2.19M +$209K +1,396 +12%
33 34
35
36 37

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.