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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
CCA
1451
Checchi Capital Advisers
California
$425K +$46.7K +312 +14%
GCM
1452
Graham Capital Management
Connecticut
$424K -$102K -684 -21%
TWM
1453
Trueblood Wealth Management
Ohio
$424K +$299 +2 +0.1%
SWA
1454
Sax Wealth Advisors
New Jersey
$424K +$125K +834 +50%
EFS
1455
Essex Financial Services
Connecticut
$423K +$74.5K +498 +23%
LPAM
1456
Lodestar Private Asset Management
California
$423K
FWM
1457
FFT Wealth Management
Pennsylvania
$422K -$11.4K -76 -3%
CFP
1458
Cascade Financial Partners
California
$421K -$1.2K -8 -0.3%
SAM
1459
Sequent Asset Management
Texas
$420K
CCT
1460
Chemung Canal Trust
New York
$419K -$32.9K -220 -8%
SWRP
1461
Summit Wealth & Retirement Planning
California
$419K
PP
1462
Pegasus Partners
Wisconsin
$418K +$369K +2,466 New
USCWA
1463
U.S. Capital Wealth Advisors
Texas
$417K -$975K -6,516 -73%
PWA
1464
Phoenix Wealth Advisors
North Carolina
$415K
PP
1465
PDS Planning
Ohio
$415K +$94.2K +630 +35%
LAM
1466
L2 Asset Management
Massachusetts
$415K +$50.6K +338 +16%
AWM
1467
Atticus Wealth Management
Florida
$415K +$23.6K +158 +7%
VWA
1468
Visionary Wealth Advisors
Illinois
$413K -$18.5K -124 -5%
WMA
1469
Wealth Management Associates
New Jersey
$413K
PPWM
1470
Paragon Private Wealth Management
Kentucky
$413K +$62.2K +416 +21%
SFG
1471
Sterling Financial Group
California
$412K -$10.5K -70 -3%
CWM
1472
Concentrum Wealth Management
California
$410K -$10.2K -68 -3%
PWMAG
1473
Pinnacle Wealth Management Advisory Group
New Jersey
$410K +$47.3K +316 +15%
KMWM
1474
Keudell/Morrison Wealth Management
Oregon
$409K -$3.29K -22 -0.9%
AWA
1475
Aaron Wealth Advisors
Illinois
$409K +$127K +852 +55%

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.