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Palo Alto Networks

2,065 hedge funds and large institutions have $85.1B invested in Palo Alto Networks in 2024 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 894 increasing their positions, 689 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 107

30% more repeat investments, than reductions

Existing positions increased: 894 | Existing positions reduced: 689

3% more funds holding

Funds holding: 2,0072,065 (+58)

1.53% more ownership

Funds ownership: 153.26%154.79% (+1.5%)

1% more capital invested

Capital invested by funds: $84.6B → $85.1B (+$477M)

25% less funds holding in top 10

Funds holding in top 10: 8161 (-20)

47% less call options, than puts

Call options by funds: $4.24B | Put options by funds: $7.93B

Holders
2,065
Holders Change
+58
Holders Change %
+2.89%
% of All Funds
29.65%
Holding in Top 10
61
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-24.69%
% of All Funds
0.88%
New
187
Increased
894
Reduced
689
Closed
107
Calls
$4.24B
Puts
$7.93B
Net Calls
-$3.69B
Net Calls Change
-$337M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1301
Lauterbach Financial Advisors
Texas
$684K
TFA
1302
Trinity Financial Advisors
Ohio
$683K -$14.8K -88 -2%
HI
1303
Harbour Investments
Wisconsin
$680K +$11.1K +66 +2%
AWM
1304
Ameliora Wealth Management
Switzerland
$678K +$39K +232 +6%
GFS
1305
GYL Financial Synergies
Connecticut
$677K +$56.6K +336 +9%
PCG
1306
Prosperity Consulting Group
Maryland
$676K +$666K +3,956 New
SS
1307
Sunbelt Securities
Texas
$676K +$14.1K +84 +2%
PGWM
1308
Parisi Gray Wealth Management
New Jersey
$673K +$82.5K +490 +14%
GSIAS
1309
Garden State Investment Advisory Services
New Jersey
$673K +$2.69K +16 +0.4%
CAMG
1310
CWA Asset Management Group
Florida
$673K +$662K +3,936 New
KFA
1311
Kelleher Financial Advisors
New York
$671K -$75.7K -450 -10%
AWE
1312
Avidian Wealth Enterprises
Texas
$665K -$5.05K -30 -0.8%
BW
1313
Bison Wealth
Georgia
$662K -$257K -1,524 -28%
FWM
1314
Fonville Wealth Management
Virginia
$662K +$11.8K +70 +2%
GAG
1315
GM Advisory Group
New York
$661K +$225K +1,334 +53%
VWM
1316
Valley Wealth Managers
New Jersey
$661K +$651K +3,868 New
IRAG
1317
Investment Research & Advisory Group
Georgia
$659K
SMA
1318
Sage Mountain Advisors
Georgia
$659K +$28.3K +168 +5%
WPC
1319
Waters Parkerson & Co
Louisiana
$656K
NL
1320
NWAM LLC
Washington
$656K +$246K +1,464 +62%
TSMHT
1321
Thurston Springer Miller Herd & Titak
Indiana
$656K -$3.37K -20 -0.5%
BFIC
1322
Bedell Frazier Investment Counselling
California
$652K +$6.73K +40 +1%
GIP
1323
Granite Investment Partners
California
$652K
SC
1324
Sierra Capital
Florida
$652K -$5.39K -32 -0.8%
LI
1325
LRI Investments
Florida
$650K -$606K -3,602 -52%

PANW Hedge Fund Activity: Q3 2024 in Review

2,065 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2024, worth a combined $85.1B — up 0.56% from $84.6B a quarter earlier.

Buyers outnumbered sellers: 187 funds opened new PANW positions and 107 closed out — a net gain of 80 holders — while 894 added to existing stakes and 689 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $1.09B. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $421M.

  • 2,065 institutional investors held Palo Alto Networks (PANW) as of Q3 2024, up from 2,007 in Q2 2024.
  • Funds reported $85.1B of Palo Alto Networks stock for Q3 2024, up 0.56% quarter-over-quarter.
  • 187 funds opened new Palo Alto Networks positions in Q3 2024 and 107 closed out, a net change of +80 holders.
  • The largest Palo Alto Networks buyer in Q3 2024 was International Assets Investment Management, an estimated $1.09B added.
  • The largest Palo Alto Networks seller in Q3 2024 was Canada Pension Plan Investment Board, an estimated $421M sold.

Based on aggregated 13F filings for Q3 2024.