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Palo Alto Networks
PANW

Overview Fund Activity

2,264 hedge funds and large institutions have $93.7B invested in Palo Alto Networks in 2024 Q4 according to their latest regulatory filings, with 347 funds opening new positions, 945 increasing their positions, 717 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,264
Holders Change
+218
Holders Change %
+10.65%
% of All Funds
30.13%
Holding in Top 10
72
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+20%
% of All Funds
0.96%
New
347
Increased
945
Reduced
717
Closed
91
Calls
$3.95B
Puts
$7.94B
Net Calls
-$3.99B
Net Calls Change
-$299M

Top Buyers

1
BlackRock
BlackRock
New York
+$381M
2
Citigroup
Citigroup
New York
+$350M
3
SG Americas Securities
SG Americas Securities
New York
+$272M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$251M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$242M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$1.17B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$347M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$346M
4
Goldman Sachs
Goldman Sachs
New York
-$329M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
1376
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$737K -$4.73K -25 -0.6%
OC
1377
Opinicus Capital
Florida
$734K -$43.7K -240 -6%
RI
1378
Rinkey Investments
California
$733K +$733K +4,030 New
AG
1379
AlTi Global
New York
$731K +$16.3K +91 +2%
LFA
1380
Lauterbach Financial Advisors
Texas
$728K – – –
ICP
1381
Interchange Capital Partners
Pennsylvania
$727K -$12.7K -70 -2%
SFC
1382
SYM Financial Corp
Indiana
$726K +$726K +3,992 New
NL
1383
NWAM LLC
Washington
$721K +$22.9K +126 +3%
GC
1384
GFG Capital
Florida
$721K +$910 +5 +0.1%
CCIA
1385
Campbell & Co Investment Adviser
Maryland
$720K +$720K +3,957 New
TCM
1386
Triumph Capital Management
Colorado
$719K -$84.6K -465 -11%
FH
1387
FWG Holdings
Florida
$719K +$3.66K +20 +0.5%
FWM
1388
Fonville Wealth Management
Virginia
$709K +$4.73K +26 +0.7%
BOJHT
1389
Bank of Jackson Hole Trust
Wyoming
$709K +$709K +3,898 New
EWM
1390
Evercore Wealth Management
New York
$707K +$138K +760 +24%
AO
1391
Advisor OS
Illinois
$707K -$99.5K -547 -12%
BTI
1392
Blue Trust Inc
Georgia
$707K -$367K -2,015 -34%
SWP
1393
Semus Wealth Partners
Florida
$706K -$21.5K -118 -3%
OWA
1394
Outlook Wealth Advisors
Texas
$705K +$452K +2,485 +179%
SMA
1395
Sage Mountain Advisors
Georgia
$704K +$2.73K +15 +0.4%
WPC
1396
Waters Parkerson & Co
Louisiana
$704K +$5.46K +30 +0.8%
KFA
1397
Kelleher Financial Advisors
New York
$703K -$12.2K -67 -2%
IRAG
1398
Investment Research & Advisory Group
Georgia
$702K – – –
SWA
1399
Strategies Wealth Advisors
Michigan
$698K +$698K +3,544 New
FFA
1400
Fi3 Financial Advisors
Indiana
$697K +$697K +3,832 New
54 55
56
57 58