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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
DWP
1401
Daymark Wealth Partners
Ohio
$485K +$17.1K +114 +4%
BP
1402
BBR Partners
New York
$483K -$519K -3,470 -55%
VC
1403
Vicus Capital
Pennsylvania
$481K +$598 +4 +0.1%
IPAM
1404
Investment Partners Asset Management
New Jersey
$479K +$54.7K +366 +15%
SGA
1405
Seaport Global Advisors
Massachusetts
$479K -$207K -1,382 -33%
LFG
1406
Larson Financial Group
Missouri
$478K +$250K +1,674 +146%
CAL
1407
Capital Analysts LLC
Pennsylvania
$477K +$17.1K +114 +4%
UBV
1408
United Bank (Virginia)
Virginia
$474K +$29.6K +198 +8%
OWP
1409
Obermeyer Wealth Partners
Colorado
$474K +$52.4K +350 +14%
JF
1410
JSF Financial
California
$474K +$23.9K +160 +6%
AWM
1411
Accurate Wealth Management
Florida
$473K +$44.6K +298 +12%
VCA
1412
Verdence Capital Advisors
Maryland
$473K -$22.4K -150 -5%
SFFS
1413
Stonehage Fleming Financial Services
Jersey
$472K +$417K +2,786 New
FCT
1414
First Community Trust
Iowa
$472K
PA
1415
Prossimo Advisors
California
$471K +$416K +2,780 New
CASB
1416
Cape Ann Savings Bank
Massachusetts
$470K +$415K +2,772 New
AFT
1417
Alpha Family Trust
California
$470K
SP
1418
Saranac Partners
$468K -$98.4K -658 -19%
WA
1419
Waverly Advisors
Alabama
$467K +$412K +2,754 New
PD
1420
Planning Directions
Pennsylvania
$465K +$50.9K +340 +14%
SGK
1421
Steigerwald Gordon & Koch
Virginia
$464K
HCM
1422
Howard Capital Management
Georgia
$463K -$3.29K -22 -0.8%
EWA
1423
Emergent Wealth Advisors
New York
$459K -$48.2K -322 -11%
BW
1424
BIP Wealth
Georgia
$459K -$8.38K -56 -2%
CC
1425
Corton Capital
Ontario, Canada
$459K +$405K +2,710 New

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.