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
XS
1301
XR Securities
Illinois
$636K -$1.89M -12,604 -77%
AWM
1302
Ameliora Wealth Management
Switzerland
$633K +$113K +754 +25%
FAFN
1303
First Affirmative Financial Network
Colorado
$632K -$27.5K -184 -5%
CPIG
1304
Chicago Partners Investment Group
Illinois
$631K +$49.1K +328 +9%
NA
1305
Navellier & Associates
Nevada
$630K
WDA
1306
Wendell David Associates
New Hampshire
$629K +$43.4K +290 +8%
VAS
1307
Vestmark Advisory Solutions
Massachusetts
$627K -$49.1K -328 -8%
MW
1308
Maia Wealth
Colorado
$627K +$550K +3,676 New
CFB
1309
Cullen/Frost Bankers
Texas
$625K +$118K +792 +27%
SMA
1310
Sage Mountain Advisors
Georgia
$625K +$149K +996 +37%
CCM
1311
Chilton Capital Management
Texas
$622K -$338K -2,258 -38%
AM
1312
AGF Management
Ontario, Canada
$619K +$61.9K +414 +13%
MWA
1313
Meridian Wealth Advisors
Texas
$619K +$20.9K +140 +4%
GFS
1314
GYL Financial Synergies
Connecticut
$615K +$30.2K +202 +6%
BDFN
1315
Bond & Devick Financial Network
Minnesota
$612K +$14.1K +94 +3%
RL
1316
Rogco LP
Oklahoma
$611K +$523K +3,496 +3,178%
LFA
1317
Lauterbach Financial Advisors
Texas
$611K
WPWM
1318
Western Pacific Wealth Management
Illinois
$611K +$58.3K +390 +12%
ACM
1319
Argent Capital Management
Missouri
$610K
PIN
1320
Prudent Investors Network
California
$610K
SDIC
1321
South Dakota Investment Council
South Dakota
$610K
SCM
1322
Saxony Capital Management
Missouri
$606K -$28.4K -190 -5%
WCM
1323
Windward Capital Management
California
$606K -$79.3K -530 -13%
DDPIC
1324
Deroy & Devereaux Private Investment Counsel
Michigan
$605K
EWP
1325
Elevation Wealth Partners
California
$604K

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.