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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
HBWM
1351
Hollow Brook Wealth Management
New York
$608K
MW
1352
Maia Wealth
Colorado
$607K -$57.9K -344 -9%
MS
1353
Mizuho Securities
Japan
$605K -$2.76M -16,380 -82%
BOS
1354
Bank of Stockton
California
$605K +$99.3K +590 +20%
WPWM
1355
Western Pacific Wealth Management
Illinois
$603K -$12.8K -76 -2%
SW
1356
SlateStone Wealth
Florida
$602K +$31.6K +188 +6%
PWP
1357
Perfromance Wealth Partners
Illinois
$602K +$9.09K +54 +2%
CCWM
1358
Cassaday & Co Wealth Management
Virginia
$600K +$15.5K +92 +3%
MIS
1359
Morningstar Investment Services
Illinois
$599K +$282K +1,674 +88%
TPI
1360
Trust Point Inc
Wisconsin
$597K +$25.9K +154 +5%
GGS
1361
Galvin Gaustad & Stein
Arizona
$596K -$50.5K -300 -8%
BCM
1362
Boltwood Capital Management
California
$594K +$8.42K +50 +1%
LCM
1363
Leisure Capital Management
California
$593K
EA
1364
Everpar Advisors
Oklahoma
$592K -$8.42K -50 -1%
SMC
1365
Smith, Moore & Co
Missouri
$590K +$53.5K +318 +10%
KDA
1366
Kraft Davis & Associates
Missouri
$588K -$128K -758 -19%
DI
1367
Diligent Investors
California
$586K
IHL
1368
Investment House LLC
California
$583K +$182K +1,080 +46%
FFM
1369
Forum Financial Management
Illinois
$580K -$17.5K -104 -3%
VCM
1370
Virtue Capital Management
Tennessee
$578K +$23.6K +140 +4%
PWPS
1371
Pinnacle Wealth Planning Services
Ohio
$577K +$1.01K +6 +0.2%
JCM
1372
Jacobi Capital Management
Pennsylvania
$576K +$180K +1,070 +47%
BFG
1373
Berger Financial Group
Minnesota
$575K +$66.7K +396 +13%
BIG
1374
Brooklyn Investment Group
New York
$568K +$109K +648 +24%
CAL
1375
Capital Analysts LLC
Pennsylvania
$566K +$84.5K +502 +18%

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.