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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 %
WFAG
1476
Worth Financial Advisory Group
North Carolina
$577K -$22.9K -126 -4%
WWP
1477
WR Wealth Planners
Missouri
$575K -$92.8K -510 -14%
OCM
1478
One Capital Management
California
$569K -$389K -2,140 -41%
MA
1479
MONECO Advisors
Connecticut
$569K +$281K +1,545 +98%
ACG
1480
Allen Capital Group
Nebraska
$568K +$152K +835 +36%
EWP
1481
Elevation Wealth Partners
California
$568K +$1.09K +6 +0.2%
WW
1482
Westshore Wealth
California
$568K – – –
BA
1483
Bridgewater Associates
Connecticut
$567K +$567K +3,115 New
FA
1484
Fiduciary Alliance
South Carolina
$566K -$10K -55 -2%
GBWM
1485
Granite Bay Wealth Management
New Hampshire
$565K +$565K +3,104 New
RCA
1486
Ranch Capital Advisors
Florida
$564K +$17.8K +98 +3%
SWA
1487
Sax Wealth Advisors
New Jersey
$564K +$81.3K +447 +17%
OWP
1488
Obermeyer Wealth Partners
Colorado
$563K +$13.1K +72 +2%
CCM
1489
Chilton Capital Management
Texas
$561K -$6.55K -36 -1%
MWM
1490
Mosley Wealth Management
California
$561K +$42.1K +227 +8%
SBWIC
1491
Schaper Benz & Wise Investment Counsel
Wisconsin
$559K -$9.1K -50 -2%
ADL
1492
Asset Dedication LLC
California
$558K +$203K +1,115 +57%
CCB
1493
Cutter & Co Brokerage
Missouri
$556K +$1.82K +10 +0.3%
CPW
1494
Catalyst Private Wealth
California
$555K – – –
TNA
1495
True North Advisors
Texas
$554K +$41.9K +230 +8%
MFA
1496
Mayflower Financial Advisors
Massachusetts
$553K +$3.09K +17 +0.6%
RB
1497
Renasant Bank
Mississippi
$552K +$552K +3,034 New
TA
1498
TFB Advisors
Kansas
$551K -$6.55K -36 -1%
UWP
1499
Uniting Wealth Partners
Kansas
$548K +$548K +3,010 New
WCM
1500
WealthBridge Capital Management
Ohio
$547K +$74.6K +410 +16%
58 59
60
61 62