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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
GAA
1151
Green Alpha Advisors
Colorado
$976K -$139K -932 -14%
PG
1152
Patten Group
Tennessee
$976K +$43.4K +290 +5%
GIM
1153
Grassi Investment Management
California
$976K +$862K +5,760 New
CWA
1154
Clarus Wealth Advisors
Arizona
$971K -$8.08K -54 -0.9%
VCM
1155
Violich Capital Management
California
$966K
FC
1156
Forte Capital
New York
$962K +$897 +6 +0.1%
WCAMG
1157
Woodard & Company Asset Management Group
North Carolina
$961K +$848K +5,670 New
VFPI
1158
Vantage Financial Partners (Illinois)
Illinois
$958K +$71.8K +480 +9%
AGWCA
1159
Annis Gardner Whiting Capital Advisors
Florida
$952K +$83.5K +558 +11%
ITFISA
1160
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$949K -$141K -940 -14%
ST
1161
Smithfield Trust
Pennsylvania
$935K -$2.09K -14 -0.3%
CIM
1162
CIM Investment Management
Pennsylvania
$932K +$822K +5,498 New
LSAG
1163
Lake Street Advisors Group
New Hampshire
$932K +$65.2K +436 +9%
BCP
1164
Berkeley Capital Partners
Georgia
$927K +$66.7K +446 +9%
EFG
1165
Everhart Financial Group
Ohio
$927K +$90.3K +604 +12%
PIAS
1166
PCA Investment Advisory Services
Ohio
$919K +$21.2K +142 +3%
MWM
1167
Modern Wealth Management
Kansas
$919K +$26.6K +178 +3%
WFC
1168
Western Financial Corp
California
$917K +$10.5K +70 +1%
PI
1169
Parkside Investments
Illinois
$915K +$209K +1,400 +35%
PCM
1170
Parsons Capital Management
Rhode Island
$914K +$34.7K +232 +4%
SBF
1171
Sara-Bay Financial
Florida
$913K
SQA
1172
Simon Quick Advisors
New Jersey
$912K +$96.6K +646 +14%
AFG
1173
Atomi Financial Group
New York
$910K +$145K +972 +22%
NCM
1174
Novare Capital Management
North Carolina
$905K +$799K +5,340 New
WW
1175
Windle Wealth
Oklahoma
$905K

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.