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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
HAS
1576
HBW Advisory Services
California
$308K -$70K -468 -20%
SFG
1577
Sather Financial Group
Texas
$306K -$99.3K -664 -27%
AA
1578
Alta Advisers
United Kingdom
$305K
OL
1579
Optas LLC
Texas
$305K +$34.4K +230 +15%
DWM
1580
Drive Wealth Management
Utah
$302K +$13.2K +88 +5%
AA
1581
Aire Advisors
California
$301K +$266K +1,776 New
Loomis, Sayles & Company
1582
Loomis, Sayles & Company
Massachusetts
$301K
ACGA
1583
Atlanta Consulting Group Advisors
Georgia
$300K
AL
1584
Aspiriant LLC
California
$300K -$55.3K -370 -17%
WA
1585
Wealth Architects
California
$300K -$28.1K -188 -10%
LJHT
1586
Laurie J. Hall Trustee
$298K
OFW
1587
Omnia Family Wealth
Florida
$297K +$262K +1,754 New
GC
1588
Gratus Capital
Georgia
$297K +$262K +1,750 New
DIM
1589
DLK Investment Management
California
$296K +$261K +1,744 New
MHWM
1590
Montz Harcus Wealth Management
Louisiana
$295K -$5.08K -34 -2%
CPRC
1591
Consolidated Portfolio Review Corp
New York
$295K +$17.4K +116 +7%
CCA
1592
Conservest Capital Advisors
Pennsylvania
$295K
LCWP
1593
Legacy Capital Wealth Partners
Arkansas
$295K +$260K +1,740 New
JSW
1594
Journey Strategic Wealth
New Jersey
$294K +$260K +1,736 New
AP
1595
Adero Partners
California
$294K +$15.3K +102 +6%
MAG
1596
M3 Advisory Group
Massachusetts
$293K +$259K +1,730 New
HBW
1597
Hazlett, Burt & Watson
West Virginia
$293K +$13.5K +90 +5%
WPW
1598
Watershed Private Wealth
Illinois
$292K +$258K +1,724 New
MMC
1599
Mizuho Markets Cayman
Cayman Islands
$292K -$124K -832 -33%
NCFG
1600
New Century Financial Group
New Jersey
$292K +$258K +1,722 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.