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Palo Alto Networks

2,065 hedge funds and large institutions have $85.1B invested in Palo Alto Networks in 2024 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 894 increasing their positions, 689 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 107

30% more repeat investments, than reductions

Existing positions increased: 894 | Existing positions reduced: 689

3% more funds holding

Funds holding: 2,0072,065 (+58)

1.53% more ownership

Funds ownership: 153.26%154.79% (+1.5%)

1% more capital invested

Capital invested by funds: $84.6B → $85.1B (+$477M)

25% less funds holding in top 10

Funds holding in top 10: 8161 (-20)

47% less call options, than puts

Call options by funds: $4.24B | Put options by funds: $7.93B

Holders
2,065
Holders Change
+58
Holders Change %
+2.89%
% of All Funds
29.65%
Holding in Top 10
61
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-24.69%
% of All Funds
0.88%
New
187
Increased
894
Reduced
689
Closed
107
Calls
$4.24B
Puts
$7.93B
Net Calls
-$3.69B
Net Calls Change
-$337M
Name Holding Trade Value Shares
Change
Change in
Stake
SWRP
1501
Summit Wealth & Retirement Planning
California
$412K -$10.1K -60 -2%
BWA
1502
BlueChip Wealth Advisors
Georgia
$412K +$405K +2,408 New
NAMP
1503
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$410K
EDRIA
1504
Edmonds Duncan Registered Investment Advisors
Kansas
$410K +$17.2K +102 +4%
UBV
1505
United Bank (Virginia)
Virginia
$409K -$67.7K -402 -14%
JWM
1506
Jessup Wealth Management
Ohio
$409K
OIA
1507
Optimum Investment Advisors
Illinois
$408K
CIC
1508
Carnegie Investment Counsel
Ohio
$405K +$399K +2,372 New
NIC
1509
Northwest Investment Counselors
Oregon
$405K
GG
1510
Greenwood Gearhart
Arkansas
$404K +$1.35K +8 +0.3%
MIA
1511
MeadowBrook Investment Advisors
Michigan
$402K -$4.38K -26 -1%
CWA
1512
Clarity Wealth Advisors
California
$400K +$31.6K +188 +9%
DS
1513
DRW Securities
Illinois
$398K -$755K -4,488 -66%
AWM
1514
Angeles Wealth Management
California
$397K +$19.2K +114 +5%
BFC
1515
Blue Fin Capital
Rhode Island
$397K +$26.3K +156 +7%
ODG
1516
O'Dell Group
Ohio
$396K +$6.73K +40 +2%
WAM
1517
WNY Asset Management
New York
$396K +$673 +4 +0.2%
RCAG
1518
Rehmann Capital Advisory Group
Michigan
$394K +$29K +172 +8%
AAM
1519
Aureus Asset Management
Massachusetts
$392K +$40.1K +238 +12%
FWP
1520
FAS Wealth Partners
Kansas
$391K +$128K +762 +50%
ACG
1521
Allen Capital Group
Nebraska
$391K +$33.7K +200 +10%
DIM
1522
Delta Investment Management
California
$390K +$384K +2,282 New
CCP
1523
Carmel Capital Partners
California
$389K
ZIG
1524
Zullo Investment Group
Pennsylvania
$388K -$40.4K -240 -10%
BOH
1525
Bank of Hawaii
Hawaii
$387K +$1.01K +6 +0.3%

PANW Hedge Fund Activity: Q3 2024 in Review

2,065 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2024, worth a combined $85.1B — up 0.56% from $84.6B a quarter earlier.

Buyers outnumbered sellers: 187 funds opened new PANW positions and 107 closed out — a net gain of 80 holders — while 894 added to existing stakes and 689 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $1.09B. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $421M.

  • 2,065 institutional investors held Palo Alto Networks (PANW) as of Q3 2024, up from 2,007 in Q2 2024.
  • Funds reported $85.1B of Palo Alto Networks stock for Q3 2024, up 0.56% quarter-over-quarter.
  • 187 funds opened new Palo Alto Networks positions in Q3 2024 and 107 closed out, a net change of +80 holders.
  • The largest Palo Alto Networks buyer in Q3 2024 was International Assets Investment Management, an estimated $1.09B added.
  • The largest Palo Alto Networks seller in Q3 2024 was Canada Pension Plan Investment Board, an estimated $421M sold.

Based on aggregated 13F filings for Q3 2024.