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Palo Alto Networks

2,291 hedge funds and large institutions have $94.3B invested in Palo Alto Networks in 2024 Q4 according to their latest regulatory filings, with 355 funds opening new positions, 952 increasing their positions, 724 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 355 | Existing positions closed: 92

31% more repeat investments, than reductions

Existing positions increased: 952 | Existing positions reduced: 724

18% more funds holding in top 10

Funds holding in top 10: 6172 (+11)

11% more funds holding

Funds holding: 2,0652,291 (+226)

11% more capital invested

Capital invested by funds: $85.1B → $94.3B (+$9.27B)

50% less call options, than puts

Call options by funds: $3.95B | Put options by funds: $7.94B

76.9% less ownership

Funds ownership: 154.79%77.89% (-77%)

Holders
2,291
Holders Change
+226
Holders Change %
+10.94%
% of All Funds
30.18%
Holding in Top 10
72
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+18.03%
% of All Funds
0.95%
New
355
Increased
952
Reduced
724
Closed
92
Calls
$3.95B
Puts
$7.94B
Net Calls
-$3.99B
Net Calls Change
-$299M
Name Holding Trade Value Shares
Change
Change in
Stake
OWMIAS
1476
One Wealth Management Investment & Advisory Services
Florida
$603K +$2.83K +15 +0.5%
TAM
1477
Titleist Asset Management
Texas
$602K +$126K +667 +25%
FMC
1478
First Merchants Corp
Indiana
$600K +$23K +122 +4%
BCWM
1479
Bartlett & Co Wealth Management
Ohio
$600K
MFS
1480
Miller Financial Services
Michigan
$595K +$618K +3,270 New
CAL
1481
Capital Analysts LLC
Pennsylvania
$594K -$9.45K -50 -2%
WPWM
1482
Western Pacific Wealth Management
Illinois
$594K -$50.3K -266 -8%
BWM
1483
BankPlus Wealth Management
Mississippi
$592K +$615K +3,253 New
GSC
1484
G&S Capital
Colorado
$591K +$232K +1,226 +61%
CC
1485
Callan Capital
California
$587K +$6.23K +33 +1%
CFD
1486
Creative Financial Designs
Indiana
$585K +$31.4K +166 +5%
FUBT
1487
First United Bank & Trust
Maryland
$584K +$222K +1,176 +58%
PPWM
1488
Paragon Private Wealth Management
Kentucky
$583K +$85.4K +452 +16%
BMCM
1489
Burns Matteson Capital Management
New York
$582K +$22.3K +118 +4%
PFW
1490
Petros Family Wealth
Minnesota
$580K +$603K +3,190 New
1CP
1491
17 Capital Partners
Arizona
$579K
WFAG
1492
Worth Financial Advisory Group
North Carolina
$577K -$23.8K -126 -4%
WWP
1493
WR Wealth Planners
Missouri
$575K -$96.3K -510 -14%
OCM
1494
One Capital Management
California
$569K -$404K -2,140 -41%
MA
1495
MONECO Advisors
Connecticut
$569K +$292K +1,545 +98%
ACG
1496
Allen Capital Group
Nebraska
$568K +$158K +835 +36%
EWP
1497
Elevation Wealth Partners
California
$568K +$1.13K +6 +0.2%
WW
1498
Westshore Wealth
California
$568K
BA
1499
Bridgewater Associates
Connecticut
$567K +$588K +3,115 New
FA
1500
Fiduciary Alliance
South Carolina
$566K -$10.4K -55 -2%

PANW Hedge Fund Activity: Q4 2024 in Review

2,291 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2024, worth a combined $94.3B — up 11% from $85.1B a quarter earlier.

Buyers outnumbered sellers: 355 funds opened new PANW positions and 92 closed out — a net gain of 263 holders — while 952 added to existing stakes and 724 trimmed.

The largest buyer was BlackRock, adding an estimated $396M. The largest seller was International Assets Investment Management, cutting an estimated $1.23B.

  • 2,291 institutional investors held Palo Alto Networks (PANW) as of Q4 2024, up from 2,065 in Q3 2024.
  • Funds reported $94.3B of Palo Alto Networks stock for Q4 2024, up 11% quarter-over-quarter.
  • 355 funds opened new Palo Alto Networks positions in Q4 2024 and 92 closed out, a net change of +263 holders.
  • The largest Palo Alto Networks buyer in Q4 2024 was BlackRock, an estimated $396M added.
  • The largest Palo Alto Networks seller in Q4 2024 was International Assets Investment Management, an estimated $1.23B sold.

Based on aggregated 13F filings for Q4 2024.