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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
CCA
1601
Cobblestone Capital Advisors
New York
$292K +$257K +1,720 New
FCM
1602
Fourpath Capital Management
Oklahoma
$291K -$22.1K -148 -8%
EWM
1603
Elmwood Wealth Management
California
$288K -$5.98K -40 -2%
CFP
1604
Catalyst Financial Partners
Massachusetts
$287K +$254K +1,696 New
SL
1605
Stevard LLC
Illinois
$287K
WGAM
1606
Wilkinson Global Asset Management
New York
$287K
CAM
1607
Claret Asset Management
Quebec, Canada
$286K +$21.5K +144 +9%
SAI
1608
Savvy Advisors Inc
New York
$284K +$251K +1,678 New
TA
1609
TrueWealth Advisors
Alabama
$283K +$250K +1,672 New
FAM
1610
Flaharty Asset Management
Florida
$280K
MSWM
1611
McGlone Suttner Wealth Management
Wisconsin
$280K -$54.1K -362 -16%
OL
1612
OneFund LLC
Florida
$279K +$3.59K +24 +1%
CA
1613
Cambridge Advisors
Nebraska
$278K -$4.79K -32 -2%
PWA
1614
Prairie Wealth Advisors
Nebraska
$278K -$55.3K -370 -18%
EL
1615
Essex LLC
Illinois
$277K
SFP
1616
Shepherd Financial Partners
Massachusetts
$277K
SMA
1617
Seven Mile Advisory
New Jersey
$276K +$19.1K +128 +9%
ORG
1618
Optimist Retirement Group
Washington
$276K +$7.18K +48 +3%
CIS
1619
Custom Index Systems
New York
$273K -$304K -2,030 -56%
EA
1620
Ellsworth Advisors
Ohio
$272K
CNBTD
1621
Citizens National Bank Trust Department
Mississippi
$271K -$29.9K -200 -11%
AWM
1622
AllSquare Wealth Management
New York
$271K
BOSSRA
1623
B.O.S.S. Retirement Advisors
Utah
$269K +$237K +1,586 New
EWM
1624
Elite Wealth Management
Washington
$267K -$5M -33,412 -95%
PMG
1625
ProVise Management Group
Florida
$267K -$30.8K -206 -12%

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.