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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
GDP
1526
Great Diamond Partners
Maine
$349K -$26.3K -176 -8%
BPCA
1527
Bank Pictet & Cie (Asia)
Singapore
$346K +$305K +2,042 New
PCP
1528
Proficio Capital Partners
Massachusetts
$345K +$14.7K +98 +5%
IWA
1529
Icon Wealth Advisors
Texas
$345K +$144K +960 +82%
GSC
1530
G&S Capital
Colorado
$344K +$302K +2,020 New
VFA
1531
Values First Advisors
Tennessee
$344K -$332K -2,220 -52%
CH
1532
Cromwell Holdings
Wyoming
$344K +$303K +2,028 New
TWP
1533
Triad Wealth Partners
Kansas
$343K +$303K +2,024 New
KFGK
1534
Keystone Financial Group (Kentucky)
Kentucky
$343K +$19.1K +128 +7%
Millennium Management
1535
Millennium Management
New York
$340K -$50.8M -339,640 -99%
DA
1536
DCF Advisers
Connecticut
$339K
MIM
1537
Merrion Investment Management
New Jersey
$339K
SC
1538
Shay Capital
New York
$339K +$299K +2,000 New
NEI
1539
Northwest & Ethical Investments
Ontario, Canada
$339K +$299K +2,000 New
LD
1540
Lipe & Dalton
New York
$339K
AF
1541
Apexium Financial
Texas
$337K +$43.1K +288 +17%
AA
1542
Ancora Advisors
Ohio
$336K +$12K +80 +4%
CAG
1543
Csenge Advisory Group
Florida
$335K +$296K +1,978 New
TA
1544
TKG Advisors
Indiana
$334K +$295K +1,972 New
WE
1545
Wealth Effects
Massachusetts
$334K +$295K +1,970 New
DWM
1546
Dorchester Wealth Management
Quebec, Canada
$334K +$295K +1,970 New
WJWM
1547
Williams Jones Wealth Management
New York
$334K +$295K +1,970 New
SVCP
1548
Silicon Valley Capital Partners
California
$334K +$6.58K +44 +2%
LAM
1549
Lewis Asset Management
California
$333K +$294K +1,966 New
FTIS
1550
First Trust Investment Solutions
Florida
$333K +$294K +1,964 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.