We are live on ! Find out more
PANW icon

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
CB
1201
Community Bank
New York
$831K +$159K +1,066 +28%
SOAMC
1202
Spirit of America Management Corp
New York
$831K +$44.9K +300 +7%
MSA
1203
Marino Stram & Associates
Massachusetts
$826K -$3.29K -22 -0.4%
WWM
1204
Whalen Wealth Management
Nevada
$826K +$729K +4,874 New
TC
1205
Truvestments Capital
Florida
$823K +$100K +670 +16%
DIA
1206
Dana Investment Advisors
Wisconsin
$821K -$178K -1,190 -20%
NHC
1207
Nicholas Hoffman & Company
Georgia
$820K +$5.38K +36 +0.7%
HH
1208
Hilltop Holdings
Texas
$817K -$350K -2,342 -33%
RA
1209
Ransom Advisory
Rhode Island
$815K +$58.3K +390 +9%
GFPC
1210
Global Financial Private Client
Florida
$815K +$13.5K +90 +2%
MC
1211
Mirabaud & Cie
Switzerland
$814K +$718K +4,800 New
CIAS
1212
Capital Investment Advisory Services
North Carolina
$812K +$17.9K +120 +3%
TCMP
1213
Thrive Capital Management (Pennsylvania)
Pennsylvania
$811K +$342K +2,288 +92%
CPC
1214
Congress Park Capital
New York
$808K +$76.3K +510 +12%
GC
1215
GFG Capital
Florida
$807K +$121K +806 +20%
LDB
1216
Lee, Danner & Bass
Tennessee
$806K +$711K +4,754 New
WWP
1217
WR Wealth Planners
Missouri
$800K +$146K +974 +26%
RSWM
1218
Robertson Stephens Wealth Management
California
$799K -$33.8K -226 -5%
SWA
1219
SOA Wealth Advisors
New York
$798K +$466K +3,116 +196%
WA
1220
WealthTrust Axiom
Pennsylvania
$793K
CFGS
1221
Concourse Financial Group Securities
Alabama
$789K -$410K -2,738 -37%
CAMV
1222
Concord Asset Management (Virginia)
Virginia
$784K +$90K +602 +15%
JE
1223
JMAC Enterprises
Pennsylvania
$783K +$29K +194 +4%
SSWM
1224
Strait & Sound Wealth Management
California
$783K +$275K +1,836 +66%
CWP
1225
Concord Wealth Partners
Virginia
$780K +$81.7K +546 +13%

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.