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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 %
JWM
1601
Jessup Wealth Management
Ohio
$435K – – –
OIA
1602
Optimum Investment Advisors
Illinois
$435K – – –
PWPS
1603
Pinnacle Wealth Planning Services
Ohio
$434K -$181K -993 -29%
AWM
1604
Angeles Wealth Management
California
$433K +$10.6K +58 +2%
RCAG
1605
Rehmann Capital Advisory Group
Michigan
$433K +$13.5K +74 +3%
CIC
1606
Carnegie Investment Counsel
Ohio
$432K – – –
PWMAG
1607
Pinnacle Wealth Management Advisory Group
New Jersey
$431K -$9.64K -53 -2%
LI
1608
LRI Investments
Florida
$428K -$172K -948 -29%
WMWM
1609
Whitaker-Myers Wealth Managers
Ohio
$427K +$84.2K +463 +25%
CWA
1610
Clarity Wealth Advisors
California
$426K -$364 -2 -0.1%
MIA
1611
MeadowBrook Investment Advisors
Michigan
$425K -$2.55K -14 -0.6%
BFC
1612
Blue Fin Capital
Rhode Island
$423K – – –
ODG
1613
O'Dell Group
Ohio
$422K – – –
WAM
1614
WNY Asset Management
New York
$420K -$1.09K -6 -0.3%
LI
1615
Lafayette Investments
Maryland
$419K +$146K +800 +53%
AAM
1616
Aureus Asset Management
Massachusetts
$418K – – –
FWP
1617
FAS Wealth Partners
Kansas
$417K – – –
PFA
1618
Plotkin Financial Advisors
Maryland
$415K +$90.6K +498 +28%
WMA
1619
Wealth Management Associates
New Jersey
$413K -$50.2K -276 -11%
BOH
1620
Bank of Hawaii
Hawaii
$412K – – –
GS
1621
GWN Securities
Florida
$411K +$411K +2,190 New
MYIA
1622
Mount Yale Investment Advisors
Colorado
$411K +$172K +944 +72%
WH
1623
Wallace Hart
Kentucky
$411K +$411K +2,256 New
CCM
1624
Crew Capital Management
Ohio
$410K -$502K -2,761 -55%
AA
1625
Ancora Advisors
Ohio
$408K +$46.4K +255 +13%
63 64
65
66 67